Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TIAA Access Lifecycle 2040 Registered investment companies in their Schedule of Assets, totaling $105K 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 | SAINT JAMES SCHOOL SAINT JAMES SCHOOL TDA | MONTGOMERY AL | 0 | $8.9M | $56K |
| 2 | SAINT JAMES SCHOOL SAINT JAMES SCHOOL RETIREMENT | MONTGOMERY AL | 0 | $12.5M | $50K |
