Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA-CREF TIAA-CREF Lifecycle Index 2015 Fund Institutional Class in their Schedule of Assets, totaling $305K 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 | NEW VISTA HEALTH SERVICES, LLC NEW VISTA HEALTH SERVICES, LLC RETIREMENT SAVINGS PLAN | LA CRESCENTA CA | 315 | $2.9M | $248K |
| 2 | ROLLINSNELSON GRP, LLC ROLLINSNELSON GRP, LLC 401(K) PLAN | TORRANCE CA | 2,380 | $7.7M | $42K |
| 3 | RIGHT CHOICE IN-HOME CARE INC RIGHT CHOICE IN-HOME CARE INC 401(K) PROFIT SHARING PLAN & TRUST |
CANOGA PARK CA |
| 1,052 |
| $3.1M |
| $15K |