Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding TIAA-CREF TIAA Access Lifecycle 2040 T4 - in their Schedule of Assets, totaling $4.8M 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 | 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 CORPORATION OF WESTERN GOVERNORS UNIVERSITY WGU RETIREMENT SAVINGS PLAN |
SALT LAKE CITY UT |
| 7,868 |
| $327.2M |
| $693K |
| 4 | NYSARC, INC. THE ARC NEW YORK AFFILIATED EMPLOYERS 403(B) PLAN | LATHAM NY | 21,939 | $647.6M | $492K |
| 5 | THE GOVERNING COMMITTEE OF THE PALMETTO ASSOCIATION OF INDEPENDENT SCH PALMETTO ASSOCIATION OF INDEPENDENT SCHOOLS MULTIPLE EMPLOYER PLAN | GREENVILLE SC | 807 | $97.3M | $398K |
| 6 | BAYLOR SCHOOL DC PLAN BAYLOR SCHOOL DC PLAN | CHATTANOOGA TN | 296 | $71.5M | $325K |
| 7 | UNIVERSITY PSYCHIATRIC PRACTICE, INC. UNIVERSITY PSYCHIATRIC PRACTICE, INC. SECTION 403(B) PLAN | BUFFALO NY | 79 | $32.2M | $299K |
| 8 | MICHIGAN PUBLIC HEALTH INSTITUTE MICHIGAN PUBLIC HEALTH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN | OKEMOS MI | 1,158 | $108.1M | $293K |
| 9 | GERMAN SCHOOL GERMAN SCHOOL DC RETIREMENT PLAN | POTOMAC MD | 78 | $26.2M | $130K |
| 10 | THE ELLIS SCHOOL THE ELLIS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PITTSBURGH PA | 114 | $28.2M | $72K |
