Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding TIAA TIAA Access Nuv LifCyc 2040 T4 + in their Schedule of Assets, totaling $12.1M 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 | INDEPENDENT SCHOOL COLLABORATIVE INDEPENDENT SCHOOL COLLABORATIVE MULTIPLE EMPLOYER PLAN | GREENSBORO NC | 4,083 | $449.0M | $4.1M |
| 2 | THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION SECTION 403(B) DEFINED CONTRIBUTION PLAN FOR TAX-EXEMPT COLLEGES AND UNIVERSITIES IN VIRGINIA | RICHMOND VA | 6,105 | $1.3B | $1.0M |
| 3 |
NEW YORK NY |
| 185 |
| $73.6M |
| $610K |
| 4 | KATHERINE DELMAR BURKE SCHOOL KATHERINE DELMAR BURKE SCHOOL DC AND TDA 403(B) PLANS | SAN FRANCISCO CA | 97 | $31.4M | $604K |
| 5 | FLINTRIDGE PREPARATORY SCHOOL FLINTRIDGE PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LACANADA CA | 124 | $40.7M | $579K |
| 6 | OPTICAL SOCIETY OF AMERICA OPTICAL SOCIETY OF AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 141 | $67.4M | $573K |
| 7 | DREW SCHOOL DREW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 61 | $18.8M | $536K |
| 8 | GOVERNING COMMITTEE OF THE ILLINOIS INDEPENDENT COLLEGES AND UNIVERSI ILLINOIS INDEPENDENT COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | SPRINGFIELD IL | 1,567 | $503.5M | $523K |
| 9 | VIRGINIA ASSOCIATION OF INDEPENDENT SCHOOLS VIRGINIA ASSOCIATION OF INDEPENDENT SCHOOLS MULTIPLE EMPLOYER PLAN | RICHMOND VA | 1,007 | $110.0M | $473K |
| 10 | SAVANNAH COLLEGE OF ART AND DESIGN SAVANNAH COLLEGE OF ART AND DESIGN RETIREMENT PLAN | SAVANNAH GA | 1,941 | $222.1M | $468K |
