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 2045 - in their Schedule of Assets, totaling $2.9M 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 | WORLD EDUCATION SERVICES, INC. WORLD EDUCATION SERVICES, INC. 403(B) TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 269 | $38.5M | $646K |
| 2 | LEE UNIVERSITY LEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLA | CLEVELAND TN | 698 | $66.5M | $461K |
| 3 | HOMES FOR THE HOMELESS, INC. |
NEW YORK NY |
| 241 |
| $14.0M |
| $357K |
| 4 | WORLD EDUCATION SERVICES, INC. WORLD EDUCATION SERVICES, INC. 401(A) DC PLAN | NEW YORK NY | 262 | $17.1M | $354K |
| 5 | LOWER EAST SIDE TENEMENT MUSEUM LOWER EAST SIDE TENEMENT MUSEUM 403B DC PLAN #334 | NEW YORK NY | 125 | $4.8M | $239K |
| 6 | THE SEED PUBLIC CHARTER SCHOOL OF WASHINGTON, DC THE SEED PUBLIC CHARTER SCHOOL OF WASHINGTON DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 228 | $10.2M | $232K |
| 7 | SOUTHERN WESLEYAN UNIVERSITY SOUTHERN WESLEYAN UNIVERSITY DC PLAN | CENTRAL SC | 168 | $23.8M | $173K |
| 8 | HEARTSPRING, INC. HEARTSPRING 403 (B) DC PLAN | WICHITA KS | 365 | $26.7M | $131K |
| 9 | SOLEBURY SCHOOL SOLEBURY SCHOOL DEFINED CONTRIBUTION AND TDA PLAN | NEW HOPE PA | 112 | $22.4M | $78K |
| 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 | $73K |
