Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA-CREF TIAA Access Lifecycle 2020 in their Schedule of Assets, totaling $1.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BELHAVEN UNIVERSITY BELHAVEN UNIVERSITY 403(B) PLAN | JACKSON MS | 358 | $30.1M | $1.6M |
| 2 | FLAGLER COLLEGE FLAGLER COLLEGE DC RETIREMENT PLAN | SAINT AUGUSTINE FL | 333 | $56.4M | $138K |
| 3 | SAINT LEO UNIVERSITY SAINT LEO UNIVERSITY RETIREMENT PLAN |
SAINT LEO FL |
| 1,559 |
| $119.3M |
| $52K |