Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding TIAA-CREF TIAA Access Lifecycle 2020 T4 - in their Schedule of Assets, totaling $2.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SANDIA PREPARATORY SCHOOL SANDIA PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ALBUQUERQUE NM | 93 | $25.1M | $587K |
| 2 | UNIVERSITY PSYCHIATRIC PRACTICE, INC. UNIVERSITY PSYCHIATRIC PRACTICE, INC. SECTION 403(B) PLAN | BUFFALO NY | 79 | $32.2M | $535K |
| 3 | THE GOVERNING COMMITTEE OF THE PALMETTO ASSOCIATION OF INDEPENDENT SCH |
GREENVILLE SC |
| 807 |
| $97.3M |
| $423K |
| 4 | SANTA FE INSTITUTE SANTA FE INSTITUTE 403(B) RETIREMENT PLAN | SANTA FE NM | 77 | $12.3M | $224K |
| 5 | NYSARC, INC. THE ARC NEW YORK AFFILIATED EMPLOYERS 403(B) PLAN | LATHAM NY | 21,939 | $647.6M | $165K |
| 6 | GERMAN SCHOOL GERMAN SCHOOL DC RETIREMENT PLAN | POTOMAC MD | 78 | $26.2M | $127K |
| 7 | THE CORPORATION OF WESTERN GOVERNORS UNIVERSITY WGU RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 7,868 | $327.2M | $79K |
| 8 | WGU CORPORATION WGU RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 9,058 | $532.7M | $73K |
| 9 | MICHIGAN PUBLIC HEALTH INSTITUTE MICHIGAN PUBLIC HEALTH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN | OKEMOS MI | 1,158 | $108.1M | $29K |
| 10 | WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE 403(B) PLAN | KALAMAZOO MI | 488 | $49.4M | $20K |
