Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding TIAA Access Mid-Cap Value " in their Schedule of Assets, totaling $1.2M 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 | LAKELAND UNIVERSITY LAKELAND UNIVERSITY RETIREMENT PLAN 403(B) | PLYMOUTH WI | 323 | $55.0M | $623K |
| 2 | CARLOW UNIVERSITY CARLOW UNIVERSITY DEFINED CONTRIBUTION PLAN | PITTSBURGH PA | 369 | $56.1M | $239K |
| 3 | AMERICAN TYPE CULTURE COLLECTION AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A |
MANASSAS VA |
| 710 |
| $64.8M |
| $90K |
| 4 | WORCESTER ART MUSEUM WORCESTER ART MUSEUM RETIREMENT PLAN | WORCESTER MA | 186 | $12.7M | $60K |
| 5 | AMERICAN TYPE CULTURE COLLECTION AMERICAN TYPE CULTURE COLLECTION 403(B) PLAN | MANASSAS VA | 709 | $70.8M | $52K |
| 6 | FIRST PRESBYTERIAN DAY SCHOOL, INC FIRST PRESBYTERIAN DAY SCHOOL, INC. TAX DEFERRED ANNUITY PLAN | MACON GA | 141 | $12.4M | $40K |
| 7 | MOUNDS PARK ACADEMY MOUNDS PARK ACADEMY RETIREMENT PLAN | SAINT PAUL MN | 109 | $18.1M | $33K |
| 8 | CALUMET COLLEGE OF ST. JOSEPH CALUMET COLLEGE OF SAINT JOSEPH 403(B) DC PLAN | WHITING IN | 191 | $17.2M | $30K |
| 9 | CHILDREN AND FAMILIES FIRST CHILDREN AND FAMILIES FIRST 401(A) MPP PLAN | GREENSBORO NC | 342 | $6.1M | $9K |
| 10 | AMERICAN ASSOCIATION FOR CANCER RESEARCH, INC. AMERICAN ASSOCIATION FOR CANCER RESEARCH 403(B) PLAN | PHILADELPHIA PA | 249 | $55.1M | $1K |
