Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA Access Lifecycle 2015 T4 Variable annuity in their Schedule of Assets, totaling $113K 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 | CAPE ABILITIES, INC. CAPE ABILITIES, INC. 403(B) DEFINED CONTRIBUTION/TAX SHELTERED ANNUITY PLAN | HYANNIS MA | 249 | $7.3M | $78K |
| 2 | ST. JOHN'S COLLEGE HIGH SCHOOL ST. JOHN'S COLLEGE HIGH SCHOOL 403(B) RETIREMENT PLAN | WASHINGTON DC | 156 | $17.4M | $34K |
| 3 | CAPE COD ACADEMY |
OSTERVILLE MA |
| 47 |
| $13.8M |
| $1K |