Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Teachers Insurance and Annuity Association of America TIAA Access Lifecycle 2040 T4 in their Schedule of Assets, totaling $725K 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 | SAN FRANCISCO WALDORF SCHOOL ASSOCIATION SAN FRANCISCO WALDORF SCHOOL 403(B) DC PLAN | SAN FRANCISCO CA | 75 | $9.3M | $386K |
| 2 | SAN FRANCISCO FRIENDS SCHOOL SAN FRANCISCO FRIENDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 83 | $22.8M | $284K |
| 3 | YESHIVA HAR TORAH 403(B) DC PLAN |
LITTLE NECK NY |
| 77 |
| $7.8M |
| $55K |
