Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding TIAA-CREF TIAA Access Nuv LifCyc 2040 T4 in their Schedule of Assets, totaling $1.4M 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 | NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) DC PLAN | CHICAGO IL | 161 | $27.5M | $546K |
| 2 | UNIVERSITY AT BUFFALO NEUROSURGERY, INC. UNIVERSITY AT BUFFALO NEUROSURGERY, 401(K) RETIREMENT PLAN | WILLIAMSVILLE NY | 332 | $34.5M | $398K |
| 3 |
CHICAGO IL |
| 122 |
| $23.4M |
| $328K |
| 4 | CENTER ON BUDGET AND POLICY PRIORITIES CENTER ON BUDGET AND POLICY PRIORITIES 403(B) RETIREMENT PLAN | WASHINGTON DC | 139 | $61.0M | $50K |
| 5 | MCCARTER THEATRE COMPANY MCCARTER THEATRE RETIREMENT PLAN | PRINCETON NJ | 88 | $17.7M | $45K |
| 6 | BATON ROUGE CHRISTIAN EDUCATION FOUNDATION, INC. BATON ROUGE CHRISTIAN EDUCATION FOUNDATION, INC. DBA THE DUNHAM SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BATON ROUGE LA | 135 | $13.5M | $41K |
| 7 | DURHAM ACADEMY, INC. DURHAM ACADEMY, INC. DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN | DURHAM NC | 401 | $70.7M | $7K |
