Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding TIAA-CREF TIAA Access Lifecycle 2040 T4 - in their Schedule of Assets, totaling $4.5M 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 | SANTA FE INSTITUTE SANTA FE INSTITUTE 403(B) RETIREMENT PLAN | SANTA FE NM | 77 | $12.3M | $1.1M |
| 2 | WGU CORPORATION WGU RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 9,058 | $532.7M | $810K |
| 3 | THE GOVERNING COMMITTEE OF THE PALMETTO ASSOCIATION OF INDEPENDENT SCH PALMETTO ASSOCIATION OF INDEPENDENT SCHOOLS MULTIPLE EMPLOYER PLAN |
GREENVILLE SC |
| 807 |
| $97.3M |
| $748K |
| 4 | THE CORPORATION OF WESTERN GOVERNORS UNIVERSITY WGU RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 7,868 | $327.2M | $693K |
| 5 | NYSARC, INC. THE ARC NEW YORK AFFILIATED EMPLOYERS 403(B) PLAN | LATHAM NY | 21,939 | $647.6M | $492K |
| 6 | UNIVERSITY PSYCHIATRIC PRACTICE, INC. UNIVERSITY PSYCHIATRIC PRACTICE, INC. SECTION 403(B) PLAN | BUFFALO NY | 79 | $32.2M | $299K |
| 7 | GERMAN SCHOOL GERMAN SCHOOL DC RETIREMENT PLAN | POTOMAC MD | 78 | $26.2M | $130K |
| 8 | THE ELLIS SCHOOL THE ELLIS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PITTSBURGH PA | 114 | $28.2M | $72K |
| 9 | INSTITUTE FOR SHIPBOARD EDUCATION INSTITUTE FOR SHIPBOARD EDUCATION RETIREMENT PLAN | FORT COLLINS CO | 49 | $6.6M | $65K |
| 10 | ARBOR RESEARCH COLLABORATIVE FOR HEALTH ARBOR RESEARCH COLLABORATIVE FOR HEALTH 401(K) PLAN | ANN ARBOR MI | 104 | $33.8M | $35K |
