Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding TIAA TIAA Access Lifecycle 2030 T4 @ in their Schedule of Assets, totaling $3.1M 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 | 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 | $598K |
| 2 | PROVIDENCE DAY SCHOOL, INC PROVIDENCE DAY SCHOOL DEFINED CONTRIBUTION PLAN | CHARLOTTE NC | 404 | $76.3M | $536K |
| 3 | VISTAMAR SCHOOL |
EL SEGUNDO CA |
| 55 |
| $11.8M |
| $401K |
| 4 | THE MCGILLIS SCHOOL MCGILLIS SCHOOL DEFINED CONTRIBUTION PLAN | SALT LAKE CITY UT | 136 | $10.0M | $342K |
| 5 | WEBB SCHOOL OF KNOXVILLE TIAA-CREF RETIREMENT PLAN FOR STAFF AND FACULTY OF WEBB SCHOOL | KNOXVILLE TN | 266 | $41.3M | $334K |
| 6 | SO CALIF UNIVERSITY OF HEALTH SCIENCES SOUTHERN CALIFORNIA UNIVERSITY OF HEALTH SCIENCES MONEY PURCHASE PENSION PLAN | WHITTIER CA | 217 | $15.5M | $267K |
| 7 | GEORGE EASTMAN MUSEUM GEORGE EASTMAN MUSEUM RETIREMENT PLAN | ROCHESTER NY | 83 | $18.3M | $249K |
| 8 | NEWMAN UNIVERSITY NEWMAN UNIVERSITY DC PLAN | WICHITA KS | 156 | $25.4M | $96K |
| 9 | AMERICAN COUNCIL FOR VOLUNTARY INTERNATIONAL ACTION AMERICAN COUNCIL FOR VOLUNTARY INTERNATIONAL ACTION 401(A) DC PLAN | WASHINGTON DC | 30 | $9.0M | $90K |
| 10 | WOONSOCKET HEAD START CHILD DEVELOPMENT ASSOC., INC. WHSCDA, INC. 403(B) PLAN | WOONSOCKET RI | 88 | $3.7M | $42K |
