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 in their Schedule of Assets, totaling $1.7M 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 | THOMAS M COOLEY LAW SCHOOL THOMAS M COOLEY LAW SCHOOL 403(B) TAX SHELTERED RETIREMENT PLAN | LANSING MI | 107 | $65.0M | $464K |
| 3 | CARLOW UNIVERSITY CARLOW UNIVERSITY DEFINED CONTRIBUTION PLAN |
PITTSBURGH PA |
| 369 |
| $56.1M |
| $239K |
| 4 | AMERICAN TYPE CULTURE COLLECTION AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A | MANASSAS VA | 710 | $64.8M | $90K |
| 5 | WORCESTER ART MUSEUM WORCESTER ART MUSEUM RETIREMENT PLAN | WORCESTER MA | 186 | $12.7M | $60K |
| 6 | AMERICAN TYPE CULTURE COLLECTION AMERICAN TYPE CULTURE COLLECTION 403(B) PLAN | MANASSAS VA | 709 | $70.8M | $52K |
| 7 | AMERICAN SOCIETY FOR CLINICAL PATHOLOGY AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN | CHICAGO IL | 111 | $18.0M | $49K |
| 8 | FIRST PRESBYTERIAN DAY SCHOOL, INC FIRST PRESBYTERIAN DAY SCHOOL, INC. TAX DEFERRED ANNUITY PLAN | MACON GA | 141 | $12.4M | $40K |
| 9 | THE AMERICAN LAW INSTITUTE THE AMERICAN LAW INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 55 | $40.9M | $37K |
| 10 | MOUNDS PARK ACADEMY MOUNDS PARK ACADEMY RETIREMENT PLAN | SAINT PAUL MN | 109 | $18.1M | $33K |
