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 Nuveen Lifecycle 2040 T4 in their Schedule of Assets, totaling $1.4M 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 | LIVE OAK A LEARNING CENTER FOR CHILDREN LIVE OAK A LEARNING CENTER FOR CHILDREN - 403(B) DC PLAN | SAN FRANCISCO CA | 88 | $9.8M | $1.0M |
| 2 | INDEPENDENT TELEVISION SERVICE, INC. INDEPENDENT TELEVISION SERVICE, INC. 403(B) RETIREMENT PLAN | SAN FRANCISCO CA | 66 | $18.6M | $379K |
| 3 | THE COLBURN SCHOOL |
LOS ANGELES CA |
| 354 |
| $34.1M |
| $59K |
