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 - in their Schedule of Assets, totaling $987K 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 | SOUTHERN WESLEYAN UNIVERSITY SOUTHERN WESLEYAN UNIVERSITY DC PLAN | CENTRAL SC | 168 | $23.8M | $236K |
| 2 | HEARTSPRING, INC. HEARTSPRING 403 (B) DC PLAN | WICHITA KS | 365 | $26.7M | $173K |
| 3 | HOMES FOR THE HOMELESS, INC. HOMES FOR THE HOMELESS, INC. 403(B) PLAN |
NEW YORK NY |
| 241 |
| $14.0M |
| $108K |
| 4 | WORLD EDUCATION SERVICES, INC. WORLD EDUCATION SERVICES, INC. 401(A) DC PLAN | NEW YORK NY | 262 | $17.1M | $91K |
| 5 | LOWER EAST SIDE TENEMENT MUSEUM LOWER EAST SIDE TENEMENT MUSEUM 403B DC PLAN #334 | NEW YORK NY | 125 | $4.8M | $89K |
| 6 | LANE COLLEGE LANE COLLEGE 403(B) RETIREMENT PLAN | JACKSON TN | 376 | $2.7M | $79K |
| 7 | MAHARISHI INTERNATIONAL UNIVERSITY MAHARISHI INTERNATIONAL UNIVERSITY 403(B) DC PLAN | FAIRFIELD IA | 94 | $3.8M | $63K |
| 8 | SOLEBURY SCHOOL SOLEBURY SCHOOL DEFINED CONTRIBUTION AND TDA PLAN | NEW HOPE PA | 112 | $22.4M | $57K |
| 9 | AQUINAS INSTITUTE OF ROCHESTER AQUINAS INSTITUTE OF ROCHESTER RETIREMENT PLAN | ROCHESTER NY | 113 | $16.8M | $41K |
| 10 | LEE UNIVERSITY LEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLA | CLEVELAND TN | 698 | $66.5M | $29K |
