Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding TIAA-CREF TIAA Access Lifecycle 2015 T4 in their Schedule of Assets, totaling $778K 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 | UNIVERSITY PSYCHIATRIC PRACTICE, INC. UNIVERSITY PSYCHIATRIC PRACTICE, INC. SECTION 403(B) PLAN | BUFFALO NY | 79 | $32.2M | $223K |
| 2 | NYSARC, INC. THE ARC NEW YORK AFFILIATED EMPLOYERS 403(B) PLAN | LATHAM NY | 21,939 | $647.6M | $161K |
| 3 | WGU CORPORATION WGU RETIREMENT SAVINGS PLAN |
SALT LAKE CITY UT |
| 9,058 |
| $532.7M |
| $114K |
| 4 | THE CORPORATION OF WESTERN GOVERNORS UNIVERSITY WGU RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 7,868 | $327.2M | $103K |
| 5 | BAYLOR SCHOOL DC PLAN BAYLOR SCHOOL DC PLAN | CHATTANOOGA TN | 296 | $71.5M | $86K |
| 6 | SANTA FE INSTITUTE SANTA FE INSTITUTE 403(B) RETIREMENT PLAN | SANTA FE NM | 77 | $12.3M | $61K |
| 7 | THE GOVERNING COMMITTEE OF THE PALMETTO ASSOCIATION OF INDEPENDENT SCH PALMETTO ASSOCIATION OF INDEPENDENT SCHOOLS MULTIPLE EMPLOYER PLAN | GREENVILLE SC | 807 | $97.3M | $20K |
| 8 | THE CALVERT COUNTY DAY SCHOOL, INC CALVERTON SCHOOL 403(B) RETIREMENT PLAN | HUNTINGTOWN MD | 43 | $7.0M | $10K |
