Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA Access Lifecycle 2015 T4 Mutual fund in their Schedule of Assets, totaling $219K 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 | WORLD LEARNING, INC. WORLD LEARNING, INC. RETIREMENT PLAN | BRATTLEBORO VT | 446 | $88.5M | $102K |
| 2 | SHATTUCK-ST. MARY'S SCHOOL SHATTUCK-ST. MARY'S SCHOOL DC PLAN | FARIBAULT MN | 211 | $30.4M | $47K |
| 3 | SCHENECTADY COMMUNITY ACTION PROGRAM, INC SCHENECTADY COMMUNITY ACTION PROGRAM, INC. 403(B) DC PLAN |
SCHENECTADY NY |
| 113 |
| $4.7M |
| $37K |
| 4 | UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC. UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC. 401(A) DC PLAN | ALBANY NY | 27 | $9.1M | $33K |