Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding TIAA Access Mid-Cap Value Fund " in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $360K |
| 2 | THE PRAIRIE SCHOOL PRAIRIE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | RACINE WI | 121 | $32.4M | $232K |
| 3 | SHORE COUNTRY DAY SCHOOL |
BEVERLY MA |
| 95 |
| $30.4M |
| $166K |
| 4 | JOSEPH KUSHNER HEBREW ACADEMY JOSEPH KUSHNER HEBREW ACADEMY 403(B) DC PLAN | LIVINGSTON NJ | 130 | $26.0M | $100K |
| 5 | KENTUCKY WESLEYAN COLLEGE KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN | OWENSBORO KY | 133 | $10.2M | $86K |
| 6 | BRIMMER AND MAY SCHOOL BRIMMER AND MAY SCHOOL RETIREMENT PLAN | CHESTNUT HILL MA | 107 | $25.6M | $77K |
| 7 | LAGUNA BLANCA SCHOOL LAGUNA BLANCA SCHOOL DC RETIREMENT PLAN | SANTA BARBARA CA | 225 | $17.3M | $65K |
| 8 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN | SAN FRANCISCO CA | 561 | $62.7M | $54K |
| 9 | AMNESTY INTERNATIONAL USA, INC. AMNESTY INTERNATIONAL OF THE U.S.A., INC. 403(B) TDA PLAN | NEW YORK NY | 123 | $19.9M | $51K |
| 10 | KENTUCKY WESLEYAN COLLEGE KENTUCKY WESLEYAN COLLEGE TDA PLAN | OWENSBORO KY | 81 | $8.7M | $48K |
