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 in their Schedule of Assets, totaling $1.3M 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 | ST. JOHN'S COLLEGE HIGH SCHOOL ST. JOHN'S COLLEGE HIGH SCHOOL 403(B) RETIREMENT PLAN | WASHINGTON DC | 156 | $17.4M | $764K |
| 2 | FLINT HILL SCHOOL FLINT HILL 403(B) DC AND TDA PLAN | OAKTON VA | 235 | $74.6M | $383K |
| 3 | CAPE ABILITIES, INC. CAPE ABILITIES, INC. 403(B) DEFINED CONTRIBUTION/TAX SHELTERED ANNUITY PLAN |
HYANNIS MA |
| 249 |
| $7.3M |
| $114K |
| 4 | CONNELLY SCHOOL OF THE HOLY CHILD CONNELLY SCHOOL OF THE HOLY CHILD 403(B) DC PLAN | POTOMAC MD | 100 | $12.3M | $81K |
