Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding TIAA TIAA Access Nuv Lifecycle 2040 T4 in their Schedule of Assets, totaling $2.7M 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 | MARYLAND INSTITUTE COLLEGE OF ART MARYLAND INSTITUTE COLLEGE OF ART DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN | BALTIMORE MD | 400 | $119.9M | $967K |
| 2 | EARLY LEARNING COALITION OF PALM BEACH COUNTY EARLY LEARNING COALITION OF PALM BEACH COUNTY, INC. SECTION 403B TAX DEFERRED ANNUITY PLAN | BOYNTON BEACH FL | 218 | $6.0M | $690K |
| 3 |
MINNEAPOLIS MN |
| 199 |
| $54.0M |
| $345K |
| 4 | COTTEY COLLEGE COTTEY COLLEGE DC RETIREMENT PLAN | NEVADA MO | 238 | $31.8M | $241K |
| 5 | WESTSIDE NEIGHBORHOOD SCHOOL WESTSIDE NEIGHBORHOOD SCHOOL 403(B) DC PLAN | LOS ANGELES CA | 164 | $18.6M | $173K |
| 6 | ARIZONA CHRISTIAN UNIVERSITY 403B PLAN ARIZONA CHRISTIAN UNIVERSITY 403B PLAN | GLENDALE AZ | 118 | $7.4M | $125K |
| 7 | NC MUSEUM OF LIFE AND SCIENCE NORTH CAROLINA MUSEUM OF LIFE AND SCIENCE 403(B) DC (DEFINED CONTRIBUTION) PLAN | DURHAM NC | 145 | $11.4M | $68K |
| 8 | THE ARTHRITIS FOUNDATION, INC. ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | ATLANTA GA | 228 | $36.6M | $57K |
| 9 | THE CHANDLER SCHOOL THE CHANDLER SCHOOL DC RETIREMENT PLAN | PASADENA CA | 77 | $20.5M | $38K |
| 10 | CAPE HENRY COLLEGIATE SCHOOL CAPE HENRY COLLEGIATE RETIREMENT PLAN | VIRGINIA BEACH VA | 178 | $32.6M | $3K |
