Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA Access Nuv LifCyc 2040 T2 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ATLANTA INTERNATIONAL SCHOOL ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN | ATLANTA GA | 277 | $43.3M | $624K |
| 2 | WARREN WILSON COLLEGE, INC. WARREN WILSON COLLEGE 403(B) DC PLAN | ASHEVILLE NC | 198 | $41.9M | $343K |
| 3 | BUCKINGHAM BROWNE & NICHOLS SCHOOL |
CAMBRIDGE MA |
| 358 |
| $142.1M |
| $334K |
| 4 | EXCELSIOR UNIVERSITY THE EXCELSIOR UNIVERSITY RETIREMENT PLAN | ALBANY NY | 900 | $64.2M | $26K |
