Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding TIAA TIAA Access Nuv LifCyc 2035 T4 + in their Schedule of Assets, totaling $10.9M 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 | $3.2M |
| 2 | ASSOCIATION OF DELAWARE VALLEY INDEPENDENT SCHOOLS ASSOCIATION OF DELAWARE VALLEY INDEPENDENT SCHOOLS MULTIPLE EMPLOYER PLAN | BRYN MAWR PA | 322 | $48.1M | $1.1M |
| 3 |
SPRINGFIELD IL |
| 1,567 |
| $503.5M |
| $942K |
| 4 | 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 | $923K |
| 5 | OPTICAL SOCIETY OF AMERICA OPTICAL SOCIETY OF AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 141 | $67.4M | $719K |
| 6 | ASSOCIATION OF INDEPENDENT MARYLAND AND DC SCHOOLS INDEPENDENT SCHOOLS OF MARYLAND AND GREATER WASHINGTON MULTIPLE EMPLOYER PLAN | GLEN BURNIE MD | 710 | $155.0M | $605K |
| 7 | DREW SCHOOL DREW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 61 | $18.8M | $413K |
| 8 | SAVANNAH COLLEGE OF ART AND DESIGN SAVANNAH COLLEGE OF ART AND DESIGN RETIREMENT PLAN | SAVANNAH GA | 1,941 | $222.1M | $350K |
| 9 | NEW YORK ACADEMY OF SCIENCES NEW YORK ACADEMY OF SCIENCES RA PLAN | NEW YORK NY | 67 | $32.7M | $322K |
| 10 | PARISH EPISCOPAL SCHOOL THE PARISH EPISCOPAL SCHOOL 403(B) DC PLAN AND PARISH EPISCOPAL SCHOOL 403(B) TDA PLAN | DALLAS TX | 266 | $40.3M | $303K |
