Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding TIAA TIAA Access Lifecycle 2050 in their Schedule of Assets, totaling $3.2M 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 | LOWER EAST SIDE TENEMENT MUSEUM LOWER EAST SIDE TENEMENT MUSEUM 403B DC PLAN #334 | NEW YORK NY | 125 | $4.8M | $753K |
| 2 | WORLD EDUCATION SERVICES, INC. WORLD EDUCATION SERVICES, INC. 403(B) TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 269 | $38.5M | $644K |
| 3 | HEARTSPRING, INC. |
WICHITA KS |
| 365 |
| $26.7M |
| $609K |
| 4 | WORLD EDUCATION SERVICES, INC. WORLD EDUCATION SERVICES, INC. 401(A) DC PLAN | NEW YORK NY | 262 | $17.1M | $503K |
| 5 | HOMES FOR THE HOMELESS, INC. HOMES FOR THE HOMELESS, INC. 403(B) PLAN | NEW YORK NY | 241 | $14.0M | $299K |
| 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 | $195K |
| 7 | SOUTHERN WESLEYAN UNIVERSITY SOUTHERN WESLEYAN UNIVERSITY DC PLAN | CENTRAL SC | 168 | $23.8M | $61K |
| 8 | LEE UNIVERSITY LEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLA | CLEVELAND TN | 698 | $66.5M | $49K |
| 9 | LANE COLLEGE LANE COLLEGE 403(B) RETIREMENT PLAN | JACKSON TN | 376 | $2.7M | $44K |
| 10 | BREHM PREPARATORY SCHOOL, INC. BREHM PREPARATORY SCHOOL DEFINED CONTRIBUTION PLAN | CARBONDALE IL | 47 | $6.1M | $36K |
