Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding TIAA-Access Lifecycle 2040 in their Schedule of Assets, totaling $5.9M 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 | FRENCH-AMERICAN SCHOOL OF PUGET SOUND FRENCH AMERICAN SCHOOL OF PUGET SOUND 403(B) DC PLAN | MERCER ISLAND WA | 110 | $11.4M | $882K |
| 3 | PHILADELPHIA FIGHT |
PHILADELPHIA PA |
| 191 |
| $13.7M |
| $833K |
| 4 | AMERICAN TYPE CULTURE COLLECTION AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A | MANASSAS VA | 710 | $64.8M | $592K |
| 5 | UNIVERSITY OF MARYLAND PHYSICIANS, P.A. UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST | BALTIMORE MD | 260 | $17.8M | $459K |
| 6 | AMERICAN TYPE CULTURE COLLECTION AMERICAN TYPE CULTURE COLLECTION 403(B) PLAN | MANASSAS VA | 709 | $70.8M | $437K |
| 7 | FIRST PRESBYTERIAN DAY SCHOOL, INC FIRST PRESBYTERIAN DAY SCHOOL, INC. TAX DEFERRED ANNUITY PLAN | MACON GA | 141 | $12.4M | $415K |
| 8 | THOMAS M COOLEY LAW SCHOOL THOMAS M COOLEY LAW SCHOOL 403(B) TAX SHELTERED RETIREMENT PLAN | LANSING MI | 107 | $65.0M | $377K |
| 9 | CARLOW UNIVERSITY CARLOW UNIVERSITY DEFINED CONTRIBUTION PLAN | PITTSBURGH PA | 369 | $56.1M | $247K |
| 10 | KENTUCKY WESLEYAN COLLEGE KENTUCKY WESLEYAN COLLEGE TDA PLAN | OWENSBORO KY | 81 | $8.7M | $147K |
