Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding TIAA TIAA Access Lifecycle 2015 in their Schedule of Assets, totaling $401K 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 | SOLEBURY SCHOOL SOLEBURY SCHOOL DEFINED CONTRIBUTION AND TDA PLAN | NEW HOPE PA | 112 | $22.4M | $254K |
| 2 | WORLD EDUCATION SERVICES, INC. WORLD EDUCATION SERVICES, INC. 403(B) TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 269 | $38.5M | $43K |
| 3 | WORLD EDUCATION SERVICES, INC. |
NEW YORK NY |
| 262 |
| $17.1M |
| $26K |
| 4 | LANE COLLEGE LANE COLLEGE 403(B) RETIREMENT PLAN | JACKSON TN | 376 | $2.7M | $24K |
| 5 | HEARTSPRING, INC. HEARTSPRING 403 (B) DC PLAN | WICHITA KS | 365 | $26.7M | $24K |
| 6 | SOUTHERN WESLEYAN UNIVERSITY SOUTHERN WESLEYAN UNIVERSITY DC PLAN | CENTRAL SC | 168 | $23.8M | $24K |
| 7 | LEE UNIVERSITY LEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLA | CLEVELAND TN | 698 | $66.5M | $5K |
| 8 | LOWER EAST SIDE TENEMENT MUSEUM LOWER EAST SIDE TENEMENT MUSEUM 403B DC PLAN #334 | NEW YORK NY | 125 | $4.8M | $1K |