Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA Access Mid-Cap Val T4 Registered investment company in their Schedule of Assets, totaling $176K 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 | BRENAU UNIVERSITY BRENAU UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN | GAINESVILLE GA | 369 | $67.5M | $96K |
| 2 | EDMUND BURKE SCHOOL EDMUND BURKE SCHOOL OPTIONAL RETIREMENT PLAN | WASHINGTON DC | 77 | $18.4M | $48K |
| 3 | UPSTATE CEREBRAL PALSY DBA UPSTATE CARING PARTNERS |
UTICA NY |
| 1,653 |
| $66.4M |
| $29K |
| 4 | WHITFIELD SCHOOL WHITFIELD SCHOOL RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 83 | $18.4M | $3K |
