Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2015 Mutual fund in their Schedule of Assets, totaling $2.9M 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 | THE CATHOLIC UNIVERSITY OF AMERICA THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN | WASHINGTON DC | 1,973 | $605.8M | $2.7M |
| 2 | CENTRAL CITY COMMUNITY HEALTH CENTER, INC. CENTRAL CITY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN | MONTEREY PARK CA | 303 | $5.0M | $98K |
| 3 | IDEAL OPTION PLLC |
PASCO WA |
| 707 |
| $10.7M |
| $67K |
| 4 | SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES 403(B) PLAN | LOS ANGELES CA | 103 | $4.7M | $20K |
| 5 | RLOOM DESIGN CORP RLOOM DESIGN CORP 401(K) PLAN | LOS ANGELES CA | 32 | $4.8M | $6K |