Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding TIAA Access Lifecycle 2040 " in their Schedule of Assets, totaling $3.1M 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 | LAKELAND UNIVERSITY LAKELAND UNIVERSITY RETIREMENT PLAN 403(B) | PLYMOUTH WI | 323 | $55.0M | $990K |
| 2 | AMERICAN TYPE CULTURE COLLECTION AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A | MANASSAS VA | 710 | $64.8M | $592K |
| 3 | AMERICAN TYPE CULTURE COLLECTION |
MANASSAS VA |
| 709 |
| $70.8M |
| $437K |
| 4 | FIRST PRESBYTERIAN DAY SCHOOL, INC FIRST PRESBYTERIAN DAY SCHOOL, INC. TAX DEFERRED ANNUITY PLAN | MACON GA | 141 | $12.4M | $415K |
| 5 | CARLOW UNIVERSITY CARLOW UNIVERSITY DEFINED CONTRIBUTION PLAN | PITTSBURGH PA | 369 | $56.1M | $247K |
| 6 | KENTUCKY WESLEYAN COLLEGE KENTUCKY WESLEYAN COLLEGE TDA PLAN | OWENSBORO KY | 81 | $8.7M | $147K |
| 7 | THE LEXINGTON SCHOOL THE LEXINGTON SCHOOL RETIREMENT PLAN | LEXINGTON KY | 115 | $23.5M | $93K |
| 8 | WORCESTER ART MUSEUM WORCESTER ART MUSEUM RETIREMENT PLAN | WORCESTER MA | 186 | $12.7M | $66K |
| 9 | CHILDREN AND FAMILIES FIRST CHILDREN AND FAMILIES FIRST 401(A) MPP PLAN | GREENSBORO NC | 342 | $6.1M | $62K |
| 10 | KENTUCKY WESLEYAN COLLEGE KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN | OWENSBORO KY | 133 | $10.2M | $46K |
