Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding TIAA TIAA Access Lifecycle 2040 T4 @ in their Schedule of Assets, totaling $5.7M 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 | LYCEE FRANCAIS DE CHICAGO INC. LYCEE FRANCAIS DE CHICAGO INC. 403(B) DC PLAN | CHICAGO IL | 109 | $13.7M | $971K |
| 2 | EARLY LEARNING COALITION OF PALM BEACH COUNTY, I EARLY LEARNING COALITION OF PALM BEACH COUNTY, INC. 403(B) DEFINED CONTRIBUTION PLAN | BOYNTON BEACH FL | 219 | $6.8M | $649K |
| 3 | SO CALIF UNIVERSITY OF HEALTH SCIENCES |
WHITTIER CA |
| 217 |
| $15.5M |
| $596K |
| 4 | WEBB SCHOOL OF KNOXVILLE TIAA-CREF RETIREMENT PLAN FOR STAFF AND FACULTY OF WEBB SCHOOL | KNOXVILLE TN | 266 | $41.3M | $571K |
| 5 | THE MCGILLIS SCHOOL MCGILLIS SCHOOL DEFINED CONTRIBUTION PLAN | SALT LAKE CITY UT | 136 | $10.0M | $514K |
| 6 | PROVIDENCE DAY SCHOOL, INC PROVIDENCE DAY SCHOOL DEFINED CONTRIBUTION PLAN | CHARLOTTE NC | 404 | $76.3M | $436K |
| 7 | FLORIDA STATE UNIVERSITY FOUNDATION, INC. FLORIDA STATE UNIVERSITY FOUNDATION, INC. 403(B) DEFINED CONTRIBUTION PLAN | TALLAHASSEE FL | 154 | $18.3M | $409K |
| 8 | VISTAMAR SCHOOL VISTAMAR SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | EL SEGUNDO CA | 55 | $11.8M | $361K |
| 9 | AMERICAN ASSOCIATION OF COLLEGES AND UNIVERSITIES AMERICAN ASSOCIATION OF COLLEGES AND UNIVERSITIES DC RETIREMENT PLAN | WASHINGTON MO | 64 | $26.3M | $319K |
| 10 | WOONSOCKET HEAD START CHILD DEVELOPMENT ASSOC., INC. WHSCDA, INC. 403(B) PLAN | WOONSOCKET RI | 88 | $3.7M | $265K |
