Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding TIAA TIAA Access Lifecycle 2020 T4 in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN ASSOCIATION OF COLLEGES AND UNIVERSITIES AMERICAN ASSOCIATION OF COLLEGES AND UNIVERSITIES DC RETIREMENT PLAN | WASHINGTON MO | 64 | $26.3M | $562K |
| 2 | SO CALIF UNIVERSITY OF HEALTH SCIENCES SOUTHERN CALIFORNIA UNIVERSITY OF HEALTH SCIENCES MONEY PURCHASE PENSION PLAN | WHITTIER CA | 217 | $15.5M | $311K |
| 3 |
CHARLOTTE NC |
| 404 |
| $76.3M |
| $81K |
| 4 | EARLY LEARNING COALITION OF PALM BEACH COUNTY, I EARLY LEARNING COALITION OF PALM BEACH COUNTY, INC. 403(B) DEFINED CONTRIBUTION PLAN | BOYNTON BEACH FL | 219 | $6.8M | $78K |
| 5 | THE MCGILLIS SCHOOL MCGILLIS SCHOOL DEFINED CONTRIBUTION PLAN | SALT LAKE CITY UT | 136 | $10.0M | $34K |
| 6 | ADMIRAL FARRAGUT ACADEMY, INC. ADMIRAL FARRAGUT ACADEMY, INC. 403(B) DC PLAN | ST. PETERSBURG FL | 122 | $10.3M | $9K |
| 7 | AFS USA AFS-USA 403(B)PLAN | NEW YORK NY | 134 | $23.6M | $6K |
| 8 | YELLOWSTONE FOREVER YELLOWSTONE FOREVER 401(K) RETIREMENT PLAN | BOZEMAN MT | 52 | $6.0M | $3K |
| 9 | FLORIDA STATE UNIVERSITY FOUNDATION, INC. FLORIDA STATE UNIVERSITY FOUNDATION, INC. 403(B) DEFINED CONTRIBUTION PLAN | TALLAHASSEE FL | 154 | $18.3M | $2K |
| 10 | LYCEE FRANCAIS DE CHICAGO INC. LYCEE FRANCAIS DE CHICAGO INC. 403(B) DC PLAN | CHICAGO IL | 109 | $13.7M | $2K |
