Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA TIAA Access Lifecycle 2035 T3 in their Schedule of Assets, totaling $370K 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 REGIONAL EDUCATION BOARD SREB RETIREMENT PLAN | ATLANTA GA | 127 | $51.1M | $271K |
| 2 | NEWARK ACADEMY TRUSTEES NEWARK ACADEMY TDA | LIVINGSTON NJ | 147 | $16.7M | $82K |
| 3 | COVENANT COLLEGE COVENANT COLLEGE RETIREMENT PLAN DEFINED CONTRIBUTION |
LOOKOUT MOUNTAIN GA |
| 210 |
| $37.9M |
| $10K |
| 4 | NEWARK ACADEMY TRUSTEES NEWARK ACADEMY DC RETIREMENT PLAN | LIVINGSTON NJ | 133 | $54.7M | $7K |