Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding TIAA Access Nuveen Lifecycle 2040 in their Schedule of Assets, totaling $4.7M 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 BERKELEY CARROLL SCHOOL THE BERKELEY CARROLL SCHOOL RETIREMENT PLAN | BROOKLYN NY | 365 | $74.7M | $2.6M |
| 2 | SEVERN SCHOOL, INC. SEVERN SCHOOL 403(B) RETIREMENT PLAN | SEVERNA PARK MD | 215 | $56.6M | $1.5M |
| 3 | CITY AND COUNTRY SCHOOL INC. CITY AND COUNTRY SCHOOL, INC. DEFINED CONTRIBUTION RETIREMENT PLAN |
NEW YORK NY |
| 114 |
| $25.3M |
| $157K |
| 4 | AMERICAN SOCIETY FOR CLINICAL PATHOLOGY AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN | CHICAGO IL | 97 | $20.7M | $149K |
| 5 | AMERICAN SOCIETY FOR CLINICAL PATHOLOGY AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN | CHICAGO IL | 111 | $18.0M | $129K |
| 6 | THE BOYS LATIN SCHOOL OF MARYLAND, INC. THE BOYS' LATIN SCHOOL RETIREMENT PLAN | BALTIMORE MD | 135 | $48.3M | $114K |
| 7 | ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN | ATLANTA GA | 66 | $8.9M | $32K |
| 8 | BATTLE GROUND ACADEMY BATTLE GROUND ACADEMY PENSION PLAN | FRANKLIN TN | 300 | $24.9M | $8K |
| 9 | FRENCH INTERNATIONAL SCHOOL FRENCH INTERNATIONAL SCHOOL 403(B) RETIREMENT PLAN | BETHESDA MD | 266 | $35.5M | $6K |
