Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding TIAA Access Nuv Lifecycle 2040 T4 in their Schedule of Assets, totaling $1.0M 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 | THE HEWITT SCHOOL HEWITT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 131 | $52.7M | $230K |
| 2 | ELSIE WHITLOW STOKES COMMUNITY FREEDOM PUBLIC CHARTER SCHOOL ELSIE WHITLOW STOKES COMMUNITY FREEDOM PUBLIC CHARTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 201 | $3.8M | $229K |
| 3 | MONTREAT COLLEGE |
MONTREAT NC |
| 164 |
| $9.7M |
| $179K |
| 4 | ST. HILDA'S AND ST. HUGH'S SCHOOL ST. HILDA'S AND ST. HUGH'S SCHOOL 403(B)PLAN | NEW YORK NY | 59 | $28.3M | $164K |
| 5 | SAGE RIDGE SCHOOL SAGE RIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | RENO NV | 48 | $6.2M | $71K |
| 6 | VIEWPOINT EDUCATIONAL FOUNDATION VIEWPOINT EDUCATIONAL FOUNDATION 403(B)PLAN | CALABASAS CA | 278 | $75.1M | $57K |
| 7 | RISE WISCONSIN, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF RISE WISCONSIN, INC. | MADISON WI | 76 | $5.0M | $37K |
| 8 | BLUMONT, INC. BLUMONT, INC. 403(B) DC PLAN | ARLINGTON VA | 77 | $35.2M | $36K |
| 9 | CATALYST INC. CATALYST INC. 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 76 | $23.9M | $32K |
| 10 | THE RIVERS SCHOOL CORPORATION THE RIVERS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WESTON MA | 205 | $62.9M | $9K |
