Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA Access Lifecycle 2040 T4 Registered investment company in their Schedule of Assets, totaling $324K 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 | EDMUND BURKE SCHOOL EDMUND BURKE SCHOOL OPTIONAL RETIREMENT PLAN | WASHINGTON DC | 77 | $18.4M | $167K |
| 2 | LAKEMARY CENTER, INC RETIREMENT PLAN LAKEMARY CENTER, INC 401(K) PLAN | PAOLA KS | 142 | $11.9M | $88K |
| 3 | BRENAU UNIVERSITY BRENAU UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN |
GAINESVILLE GA |
| 369 |
| $67.5M |
| $39K |
| 4 | UPSTATE CEREBRAL PALSY DBA UPSTATE CARING PARTNERS UPSTATE CARING PARTNERS 403(B) RETIREMENT PLAN | UTICA NY | 1,653 | $66.4M | $30K |
