Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2015 Inst Mutual Fund in their Schedule of Assets, totaling $4.4M 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 | KELLER SUPPLY COMPANY KELLER SUPPLY COMPANY PROFIT SHARING 401(K) PLAN | SEATTLE WA | 1,132 | $67.6M | $4.2M |
| 2 | AHEAD, INC. AHEAD, INC. 401(K) PLAN | CHICAGO IL | 1,639 | $176.3M | $112K |
| 3 | FREY-MOSS STRUCTURES INC. FREY-MOSS STRUCTURES INC. 401K PLAN | CONYERS GA | 123 | $3.4M | $24K |