Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TIAA-CREF TIAA Access Lifecycle 2030 in their Schedule of Assets, totaling $2.7M 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 | $1.5M |
| 2 | FLAGLER COLLEGE FLAGLER COLLEGE DC RETIREMENT PLAN | SAINT AUGUSTINE FL | 333 | $56.4M | $487K |
| 3 | ST. ANDREWS EPISCOPAL SCHOOL ST. ANDREWS EPISCOPAL SCHOOL TAX SHELTERED ANNUITY RETIREMENT PLAN |
AUSTIN TX |
| 170 |
| $29.7M |
| $406K |
| 4 | SAINT LEO UNIVERSITY SAINT LEO UNIVERSITY RETIREMENT PLAN | SAINT LEO FL | 1,559 | $119.3M | $264K |
| 5 | COMMUNITY SERVICES FOR CHILDREN INC. COMMUNITY SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN | ALLENTOWN PA | 418 | $20.2M | $14K |