Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TIAA TIAA Access Lifecycle Retirement Income in their Schedule of Assets, totaling $73K 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 | SOUTHERN WESLEYAN UNIVERSITY SOUTHERN WESLEYAN UNIVERSITY DC PLAN | CENTRAL SC | 168 | $23.8M | $69K |
| 2 | GUTHRIE THEATER FOUNDATION GUTHRIE THEATER FOUNDATION 403(B) RETIREMENT PLAN | MINNEAPOLIS MN | 658 | $27.1M | $4K |
