Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding TIAA TIAA Access Lifecycle 2055 T4 @ in their Schedule of Assets, totaling $1.7M 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 | $406K |
| 2 | SO CALIF UNIVERSITY OF HEALTH SCIENCES SOUTHERN CALIFORNIA UNIVERSITY OF HEALTH SCIENCES MONEY PURCHASE PENSION PLAN | WHITTIER CA | 217 | $15.5M | $395K |
| 3 |
KNOXVILLE TN |
| 266 |
| $41.3M |
| $288K |
| 4 | THE MCGILLIS SCHOOL MCGILLIS SCHOOL DEFINED CONTRIBUTION PLAN | SALT LAKE CITY UT | 136 | $10.0M | $161K |
| 5 | VISTAMAR SCHOOL VISTAMAR SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | EL SEGUNDO CA | 55 | $11.8M | $148K |
| 6 | LYCEE FRANCAIS DE CHICAGO INC. LYCEE FRANCAIS DE CHICAGO INC. 403(B) DC PLAN | CHICAGO IL | 109 | $13.7M | $104K |
| 7 | AMERICAN COUNCIL FOR VOLUNTARY INTERNATIONAL ACTION AMERICAN COUNCIL FOR VOLUNTARY INTERNATIONAL ACTION 401(A) DC PLAN | WASHINGTON DC | 30 | $9.0M | $56K |
| 8 | FLORIDA STATE UNIVERSITY FOUNDATION, INC. FLORIDA STATE UNIVERSITY FOUNDATION, INC. 403(B) DEFINED CONTRIBUTION PLAN | TALLAHASSEE FL | 154 | $18.3M | $51K |
| 9 | WOONSOCKET HEAD START CHILD DEVELOPMENT ASSOC., INC. WHSCDA, INC. 403(B) PLAN | WOONSOCKET RI | 88 | $3.7M | $34K |
| 10 | ARIZONA CHRISTIAN UNIVERSITY 403B PLAN ARIZONA CHRISTIAN UNIVERSITY 403B PLAN | GLENDALE AZ | 118 | $7.4M | $18K |
