Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding TIAA Access Lifecycle 2040 T4 " in their Schedule of Assets, totaling $6.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ATHENS ACADEMY, INC TIAA-CREF ANNUITY PLAN FOR THE FACULTY AND THE ADMINISTRATION OF ATHENS ACADEMY | ATHENS GA | 194 | $25.6M | $982K |
| 2 | ARMY WEST POINT ATHLETIC ASSOCIATION ARMY WEST POINT ATHLETIC ASSOCIATION 403(B) DC PLAN | WEST POINT NY | 268 | $29.2M | $885K |
| 3 | GOVERNING COMM OF THE ASSOC OF IND COLLEGE AND UNIV OF OHIO MEP |
COLUMBUS OH |
| 2,140 |
| $480.4M |
| $784K |
| 4 | WALDEN SCHOOL OF CALIFORNIA WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN | PASADENA CA | 53 | $4.3M | $487K |
| 5 | THE GOVERNING BOARD OF THE MI INDEPENDENT COLLEGES AND UNIVERSITIES MICHIGAN INDEPENDENT COLLEGES AND UNIVERSITIES 403(B) MULTIPLE EMPLOYER PLAN | LANSING MI | 1,396 | $334.9M | $455K |
| 6 | FRAUNHOFER USA FRAUNHOFER USA 403(B) PLAN | PLYMOUTH MI | 67 | $18.4M | $434K |
| 7 | NYSARC, INC. THE ARC NEW YORK AFFILIATED EMPLOYERS 401(K) PLAN | LATHAM NY | 13,148 | $452.3M | $428K |
| 8 | WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE 403(B) PLAN | KALAMAZOO MI | 488 | $49.4M | $397K |
| 9 | WINGATE UNIVERSITY WINGATE UNIVERSITY RETIREMENT PLAN | WINGATE NC | 503 | $97.0M | $330K |
| 10 | RUTGERS PREPARATORY SCHOOL RUTGERS PREPARATORY SCHOOL DEFINED CONTRIBUTION PLAN | SOMERSET NJ | 183 | $54.1M | $186K |
