Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TIAA Lifecycle 2040 * - in their Schedule of Assets, totaling $4.4M 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 | LAKE FOREST COLLEGE LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF | LAKE FOREST IL | 355 | $143.2M | $4.2M |
| 2 | AVE MARIA UNIVERSITY AVE MARIA 403(B) RETIREMENT PLAN | AVE MARIA FL | 76 | $11.8M | $184K |
