Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Tiaa Access Nuv Lifcyc 2040 T4 Mutual Fund in their Schedule of Assets, totaling $421K 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 | DUNN SCHOOL DUNN SCHOOL DC RETIREMENT PLAN | LOS OLIVOS CA | 64 | $17.0M | $190K |
| 2 | ATLANTA LEGAL AID SOCIETY, INC. ATLANTA LEGAL AID SOCIETY 403(B) PLAN (FKA ATLANTA LEGAL AID, INC TAX SHELTERED ANNUITY) | ATLANTA GA | 122 | $19.5M | $82K |
| 3 | BARD COLLEGE BARD COLLEGE/SIMONS ROCK 403(B) PLAN |
ANNANDALE NY |
| 2,536 |
| $379.4M |
| $72K |
| 4 | THE NEW YORK STRUCTURAL BIOLOGY CENTER NEW YORK STRUCTURAL BIOLOGY CENTER 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 74 | $17.7M | $29K |
| 5 | THE FOUNDATION SCHOOLS THE FOUNDATION SCHOOLS DEFINED CONTRIBUTION RETIREMENT PLAN | LARGO MD | 172 | $28.2M | $28K |
| 6 | VILLA MARIA COLLEGE OF BUFFALO VILLA MARIA COLLEGE OF BUFFALO RETIREMENT PLAN | BUFFALO NY | 88 | $9.0M | $20K |
