Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Teachers Insurance and Annuity Association TIAA Access Mid-Cap Val T4 in their Schedule of Assets, totaling $560K 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 | CAPSTONE HEALTH SERVICES FOUNDATION CAPSTONE HEALTH SERVICES FOUNDATION 403(B) DC PLAN | TUSCALOOSA AL | 131 | $23.4M | $300K |
| 2 | PAUL SMITH'S COLLEGE OF ARTS AND SCIENCES PAUL SMITH'S COLLEGE OF ARTS AND SCIENCES DEFINED CONTRIBUTION RETIREMENT PLAN | PAUL SMITHS NY | 112 | $30.2M | $259K |
