Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding TIAA Access Lifecycle 2040 Fund " in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $513K |
| 2 | SHORE COUNTRY DAY SCHOOL SHORE COUNTRY DAY SCHOOL 403(B) DC PLAN | BEVERLY MA | 95 | $30.4M | $465K |
| 3 | THE PRAIRIE SCHOOL |
RACINE WI |
| 121 |
| $32.4M |
| $288K |
| 4 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES POSTDOCTORAL PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 100 | $2.0M | $179K |
| 5 | NORFOLK ACADEMY NORFOLK ACADEMY PRE-TAX SAVINGS AND RETIREMENT PLAN | NORFOLK VA | 258 | $61.1M | $138K |
| 6 | JOSEPH KUSHNER HEBREW ACADEMY JOSEPH KUSHNER HEBREW ACADEMY 403(B) DC PLAN | LIVINGSTON NJ | 130 | $26.0M | $101K |
| 7 | THE INTERNATIONAL SCHOOL OF SAN FRANCISCO THE INTERNATIONAL SCHOOL OF SAN FRANCISCO DC RETIREMENT PLAN | SAN FRANCISCO CA | 135 | $47.1M | $96K |
| 8 | ROBERT LOUIS STEVENSON SCHOOL ROBERT LOUIS STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PEBBLE BEACH CA | 188 | $59.2M | $71K |
| 9 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN | SAN FRANCISCO CA | 561 | $62.7M | $18K |
| 10 | THE NEW SCHOOL THE NEW SCHOOL 403(B) DEFINED CONTRIBUTION PLAN | FAYETTEVILLE AR | 67 | $2.7M | $4K |
