Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA Access Lifecycle 2040 Pooled separate account in their Schedule of Assets, totaling $1.1M 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 | MARQUETTE UNIVERSITY HIGH SCHOOL MARQUETTE UNIVERSITY HIGH SCHOOL 401(K) PLAN | MILWAUKEE WI | 140 | $34.6M | $717K |
| 2 | UNIVERSITY OF MARYLAND FOUNDATION, INC. UNIVERSITY OF MARYLAND FOUNDATION, INC. 401(A) DC PLAN | ADELPHI MD | 25 | $6.9M | $330K |
| 3 | CATLIN GABEL SCHOOL |
PORTLAND OR |
| 222 |
| $52.5M |
| $46K |
| 4 | NATIONAL UNIVERSITY OF NATURAL MEDICINE NATIONAL UNIVERSITY OF NATURAL MEDICINE RETIREMENT PLAN | PORTLAND OR | 162 | $14.2M | $21K |
