Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding TIAA TIAA Access Lifecycle 2025 T4 @ in their Schedule of Assets, totaling $2.1M 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 | MOBILIZATION FOR JUSTICE, INC. MOBILIZATION FOR JUSTICE, INC. 403(B) PLAN | NEW YORK NY | 153 | $23.3M | $413K |
| 2 | SO CALIF UNIVERSITY OF HEALTH SCIENCES SOUTHERN CALIFORNIA UNIVERSITY OF HEALTH SCIENCES MONEY PURCHASE PENSION PLAN | WHITTIER CA | 217 | $15.5M | $257K |
| 3 | THE MCGILLIS SCHOOL |
SALT LAKE CITY UT |
| 136 |
| $10.0M |
| $247K |
| 4 | LYCEE FRANCAIS DE CHICAGO INC. LYCEE FRANCAIS DE CHICAGO INC. 403(B) DC PLAN | CHICAGO IL | 109 | $13.7M | $244K |
| 5 | VISTAMAR SCHOOL VISTAMAR SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | EL SEGUNDO CA | 55 | $11.8M | $241K |
| 6 | WEBB SCHOOL OF KNOXVILLE TIAA-CREF RETIREMENT PLAN FOR STAFF AND FACULTY OF WEBB SCHOOL | KNOXVILLE TN | 266 | $41.3M | $198K |
| 7 | 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 | $188K |
| 8 | ADMIRAL FARRAGUT ACADEMY, INC. ADMIRAL FARRAGUT ACADEMY, INC. 403(B) DC PLAN | ST. PETERSBURG FL | 122 | $10.3M | $81K |
| 9 | NEWMAN UNIVERSITY NEWMAN UNIVERSITY DC PLAN | WICHITA KS | 156 | $25.4M | $66K |
| 10 | AFS USA AFS-USA 403(B)PLAN | NEW YORK NY | 134 | $23.6M | $48K |
