Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TIAA Access Nuv LifCyc 2055 T4 Variable Annuity in their Schedule of Assets, totaling $392K 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 | CALHOUN SCHOOL CALHOUN SCHOOL 403(B) DC PLAN | NEW YORK NY | 135 | $69.0M | $386K |
| 2 | WALNUT HILL SCHOOL WALNUT HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NATICK MA | 92 | $19.2M | $6K |
