Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA Access Nuv Lifecycle 2040 T4 Variable annuity in their Schedule of Assets, totaling $148K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DANA HALL SCHOOL DANA HALL SCHOOL RETIREMENT PLAN FOR EMPLOYEES | WELLESLEY MA | 209 | $63.1M | $110K |
| 2 | MARIN HORIZON SCHOOL MARIN HORIZON SCHOOL 403(B) DC PLAN | MILL VALLEY CA | 106 | $10.8M | $22K |
| 3 | AUXILIARY SERVICES CORPORATION OF SUNY CORTLAND AUXILIARY SERVICES CORPORATION OF SUNY CORTLAND DEFINED CONTRIBUTION RETIREMENT PLAN |
CORTLAND NY |
| 171 |
| $16.1M |
| $17K |
