Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA Access Lifecycle 2040 T4 Separate Account in their Schedule of Assets, totaling $767K 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 | BEAVER COUNTRY DAY SCHOOL, INC. BEAVER COUNTRY DAY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | CHESTNUT HILL MA | 140 | $51.5M | $377K |
| 2 | REGIS COLLEGE REGIS COLLEGE DC RETIREMENT PLAN | WESTON MA | 398 | $67.0M | $372K |
| 3 | ALLIANCE UNIVERSITY ALLIANCE UNIVERSITY 403(B) PLAN |
NEW YORK NY |
| 144 |
| $33.0M |
| $17K |
