Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Registered investment companies * TIAA CREF Stock R1 in their Schedule of Assets, totaling $11.8M 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 | LEXINGTON SCHOOL FOR THE DEAF LEXINGTON SCHOOL FOR THE DEAF 403(B) DEFINED CONTRIBUTION PLAN | EAST ELMHURST NY | 236 | $36.7M | $6.2M |
| 2 | HAWAII PREPARATORY ACADEMY HAWAII PREPARATORY ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | KAMUELA HI | 203 | $42.6M | $5.6M |
