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 Variable Annuity Contract N/A in their Schedule of Assets, totaling $589K 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 | NAROPA UNIVERSITY NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN | BOULDER CO | 196 | $18.4M | $272K |
| 2 | CASTILLEJA SCHOOL FOUNDATION CASTILLEJA SCHOOL FOUNDATION DC PLAN | PALO ALTO CA | 135 | $66.7M | $206K |
| 3 | COLLEGE SUCCESS FOUNDATION COLLEGE SUCCESS FOUNDATION 403(B) DC PLAN |
BELLEVUE WA |
| 190 |
| $16.0M |
| $108K |
| 4 | ST. ANNE'S EPISCOPAL SCHOOL, INC. ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | DENVER CO | 88 | $20.9M | $3K |
