Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding TIAA Access Nuv LifCyc 2040 T4 " in their Schedule of Assets, totaling $6.6M 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 | THE EDISON INSTITUTE DBA THE HENRY FORD THE EDISON INSTITUTE 403(B) TDA PLAN | DEARBORN MI | 581 | $41.1M | $1.4M |
| 2 | STATEN ISLAND ACADEMY STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | STATEN ISLAND NY | 105 | $26.0M | $680K |
| 3 | SHADY HILL SCHOOL CORPORATION |
CAMBRIDGE MA |
| 201 |
| $66.9M |
| $610K |
| 4 | NATIONAL BLEEDING DISORDERS FOUNDATION NATIONAL BLEEDING DISORDERS FOUNDATION DC RETIREMENT PLAN | NEW YORK NY | 74 | $8.8M | $488K |
| 5 | SHERIDAN SCHOOL, INC. SHERIDAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 65 | $19.5M | $417K |
| 6 | WHITEFIELD ACADEMY WHITEFIELD ACADEMY 403(B) PLAN | MABLETON GA | 167 | $14.2M | $417K |
| 7 | SILICON VALLEY INTERNATIONAL SCHOOL SILICON VALLEY INTERNATIONAL SCHOOL 403(B)RETIREMENT PLAN | PALO ALTO CA | 165 | $30.2M | $347K |
| 8 | JOHNSON C SMITH UNIVERSITY JOHNSON C. SMITH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CHARLOTTE NC | 445 | $39.8M | $333K |
| 9 | MUSEUM OF CONTEMPORARY ART MUSEUM OF CONTEMPORARY ART 403(B) TAX DEFERRED ANNUITY PLAN | CHICAGO IL | 144 | $10.1M | $319K |
| 10 | INSTITUTE FOR SUPPLY MANAGEMENT, INC. THE INSTITUTE FOR SUPPLY MANAGEMENT, INC. TIAA-CREF RETIREMENT PLAN NO. 1 | TEMPE AZ | 56 | $17.1M | $278K |
