Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding TIAA Access Lifecycle 2040 T4 Mutual fund in their Schedule of Assets, totaling $1.9M 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 | SHATTUCK-ST. MARY'S SCHOOL SHATTUCK-ST. MARY'S SCHOOL DC PLAN | FARIBAULT MN | 211 | $30.4M | $767K |
| 2 | CONSORTIUM FOR WORKER EDUCATION, INC. CONSORTIUM FOR WORKER EDUCATION, INC. 401(A) DC PL | NEW YORK NY | 95 | $18.3M | $445K |
| 3 | WORLD LEARNING, INC. WORLD LEARNING, INC. RETIREMENT PLAN |
BRATTLEBORO VT |
| 446 |
| $88.5M |
| $176K |
| 4 | SCHENECTADY COMMUNITY ACTION PROGRAM, INC SCHENECTADY COMMUNITY ACTION PROGRAM, INC. 403(B) DC PLAN | SCHENECTADY NY | 113 | $4.7M | $173K |
| 5 | THE MARET SCHOOL MARET SCHOOL SECTION 403(B) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 149 | $54.7M | $142K |
| 6 | SUN VALLEY COMMUNITY SCHOOL, INC. SUN VALLEY COMMUNITY SCHOOL, INC. 403(B) PLAN | SUN VALLEY ID | 144 | $28.2M | $117K |
| 7 | TRUDEAU INSTITUTE, INC. TRUDEAU INSTITUTE RETIREMENT PLAN | SARANAC LAKE NY | 75 | $29.9M | $116K |
