Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TIAA Access Lifecycle 2040 Registered investment company in their Schedule of Assets, totaling $458K 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 | THE LOUISE S. MCGEHEE SCHOOL THE LOUISE S. MCGEHEE SCHOOL 403(B) TDA PLAN | NEW ORLEANS LA | 189 | $18.6M | $379K |
| 2 | FACULTY-STUDENT ASSOCIATION OF STATE UNIVERSITY OF NEW YORK AT BUFFALO TAX DEFERRED ANNUITY PLAN OF FACULTY-STUDENT ASSOCIATION OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO, INC. | BUFFALO NY | 56 | $4.9M | $60K |
| 3 |
BUFFALO NY |
| 90 |
| $8.3M |
| $9K |
| 4 | FACULTY-STUDENT ASSOCIATION OF STATE UNIVERSITY OF NEW YORK AT BUFFALO RETIREMENT PLAN FOR SPECIFIED EMPLOYEES OF THE FACULTY-STUDENT ASSOCIATION OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO, INC. | BUFFALO NY | 49 | $10.6M | $8K |
| 5 | SAINT URSULA ACADEMY OF CINCINNATI, INC. SAINT URSULA ACADEMY OF CINCINNATI, INC. 403(B) RETIREMENT PLAN | CINCINNATI OH | 91 | $16.7M | $2K |
