Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding TIAA Access Mid-Cap Value T4 in their Schedule of Assets, totaling $2.3M 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 BUCKLEY SCHOOL THE BUCKLEY SCHOOL DEFINED CONTRIBUTION PLAN | SHERMAN OAKS CA | 202 | $75.2M | $485K |
| 2 | GOVERNING COMM OF THE ASSOC OF IND COLLEGE AND UNIV OF OHIO MEP ASSOC OF INDEPENDENT COLLEGES AND UNIVERSITIES OF OHIO MEP | COLUMBUS OH | 2,140 | $480.4M | $463K |
| 3 | ST. HILDA'S AND ST. HUGH'S SCHOOL |
NEW YORK NY |
| 55 |
| $25.8M |
| $412K |
| 4 | RUTGERS PREPARATORY SCHOOL RUTGERS PREPARATORY SCHOOL DEFINED CONTRIBUTION PLAN | SOMERSET NJ | 183 | $54.1M | $306K |
| 5 | AMON CARTER MUSEUM OF WESTERN ART AMON CARTER MUSEUM OF WESTERN ART RETIREMENT PLAN | FORT WORTH TX | 90 | $27.9M | $285K |
| 6 | WINGATE UNIVERSITY WINGATE UNIVERSITY RETIREMENT PLAN | WINGATE NC | 503 | $97.0M | $213K |
| 7 | ARMY WEST POINT ATHLETIC ASSOCIATION ARMY WEST POINT ATHLETIC ASSOCIATION 403(B) DC PLAN | WEST POINT NY | 268 | $29.2M | $87K |
| 8 | TRINITY PREPARATORY SCHOOL OF FLORIDA, INC. TRINITY PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WINTER PARK FL | 133 | $26.0M | $39K |
| 9 | FAMILIES AND COMMUNITIES RISIN FAMILIES AND COMMUNITIES RISIN 401(K) PROFIT SHARING PLAN & TRUST | DURHAM NC | 157 | $7.9M | $18K |
| 10 | TENNESSEE WESLEYAN UNIVERSITY TENNESSEE WESLEYAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ATHENS TN | 152 | $14.8M | $15K |
