Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding TIAA TIAA Access Nuv LifCyc 2025 T4 + in their Schedule of Assets, totaling $6.1M 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 | INDEPENDENT SCHOOL COLLABORATIVE INDEPENDENT SCHOOL COLLABORATIVE MULTIPLE EMPLOYER PLAN | GREENSBORO NC | 4,083 | $449.0M | $2.2M |
| 2 | THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION SECTION 403(B) DEFINED CONTRIBUTION PLAN FOR TAX-EXEMPT COLLEGES AND UNIVERSITIES IN VIRGINIA | RICHMOND VA | 6,105 | $1.3B | $1.2M |
| 3 |
LACANADA CA |
| 124 |
| $40.7M |
| $458K |
| 4 | OPTICAL SOCIETY OF AMERICA OPTICAL SOCIETY OF AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 141 | $67.4M | $218K |
| 5 | THE WESLEY SCHOOL THE WESLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NORTH HOLLYWOOD CA | 65 | $7.7M | $213K |
| 6 | SHERMAN COLLEGE OF STRAIGHT CHIROPRACTIC SHERMAN COLLEGE OF STRAIGHT CHIROPRACTIC | BOILING SPRINGS SC | 101 | $11.7M | $186K |
| 7 | VIRGINIA ASSOCIATION OF INDEPENDENT SCHOOLS VIRGINIA ASSOCIATION OF INDEPENDENT SCHOOLS MULTIPLE EMPLOYER PLAN | RICHMOND VA | 1,007 | $110.0M | $173K |
| 8 | PORTER-GAUD SCHOOL PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CHARLESTON SC | 320 | $53.8M | $170K |
| 9 | DREW SCHOOL DREW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 61 | $18.8M | $163K |
| 10 | SAVANNAH COLLEGE OF ART AND DESIGN SAVANNAH COLLEGE OF ART AND DESIGN RETIREMENT PLAN | SAVANNAH GA | 1,941 | $222.1M | $140K |
