Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Access Mid-Cap Val T4 in their Schedule of Assets, totaling $92K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOLY NAMES UNIVERSITY HOLY NAMES UNIVERSITY DEFINED CONTRIBUTION PLAN | OAKLAND CA | 237 | $28.7M | $82K |
| 2 | WATERFORD SCHOOL HOLDING CORP WATERFORD SCHOOL 403(B) PLAN | SANDY UT | 213 | $35.4M | $10K |
