Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding TIAA TIAA Access Lifecycle 2030 in their Schedule of Assets, totaling $1.4M 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 | SOLEBURY SCHOOL SOLEBURY SCHOOL DEFINED CONTRIBUTION AND TDA PLAN | NEW HOPE PA | 112 | $22.4M | $217K |
| 2 | HOMES FOR THE HOMELESS, INC. HOMES FOR THE HOMELESS, INC. 403(B) PLAN | NEW YORK NY | 241 | $14.0M | $182K |
| 3 | LEE UNIVERSITY LEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLA |
CLEVELAND TN |
| 698 |
| $66.5M |
| $165K |
| 4 | SOUTHERN WESLEYAN UNIVERSITY SOUTHERN WESLEYAN UNIVERSITY DC PLAN | CENTRAL SC | 168 | $23.8M | $141K |
| 5 | WORLD EDUCATION SERVICES, INC. WORLD EDUCATION SERVICES, INC. 403(B) TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 269 | $38.5M | $139K |
| 6 | HEARTSPRING, INC. HEARTSPRING 403 (B) DC PLAN | WICHITA KS | 365 | $26.7M | $100K |
| 7 | BREHM PREPARATORY SCHOOL, INC. BREHM PREPARATORY SCHOOL DEFINED CONTRIBUTION PLAN | CARBONDALE IL | 47 | $6.1M | $80K |
| 8 | LANE COLLEGE LANE COLLEGE 403(B) RETIREMENT PLAN | JACKSON TN | 376 | $2.7M | $78K |
| 9 | WORLD EDUCATION SERVICES, INC. WORLD EDUCATION SERVICES, INC. 401(A) DC PLAN | NEW YORK NY | 262 | $17.1M | $75K |
| 10 | THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 98 | $51.5M | $69K |
