Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA-CREF TIAA Access Nuv Lifecycle 2040 T4 in their Schedule of Assets, totaling $324K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CURREY INGRAM ACADEMY CURREY INGRAM ACADEMY RETIREMENT PLAN | BRENTWOOD TN | 246 | $13.8M | $218K |
| 2 | METROPOLITAN COLLEGE OF NEW YORK METROPOLITAN COLLEGE OF NEW YORK 403(B) DC PLAN | NEW YORK NY | 92 | $29.9M | $85K |
| 3 | CAROLINA FRIENDS SCHOOL CAROLINA FRIENDS SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN |
DURHAM NC |
| 137 |
| $23.8M |
| $19K |
| 4 | SANDHILLS INDEPENDENT SCHOOL CORPORATION SANDHILLS INDEPENDENT SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN | SOUTHERN PINES NC | 80 | $8.4M | $1K |