Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding TIAA Access Lifecycle 2040 T4 165 Shares in their Schedule of Assets, totaling $12K 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 | LEWIS UNIVERSITY LEWIS UNIVERSITY 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | ROMEOVILLE IL | 468 | $26.8M | $12K |
