Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding TIAA Access Nuv Core Equity T4 Registered investment company in their Schedule of Assets, totaling $1.1M 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 | OREGON PUBLIC BROADCASTING OREGON PUBLIC BROADCASTING DEFINED CONTRIBUTION RETIREMENT PLAN | PORTLAND OR | 218 | $51.2M | $446K |
| 2 | SAINT LEO UNIVERSITY SAINT LEO UNIVERSITY RETIREMENT PLAN | SAINT LEO FL | 1,559 | $119.3M | $258K |
| 3 | GEORGIA INDEPENDENT COLLEGE ASSOCIATION, INC |
ATLANTA GA |
| 821 |
| $90.8M |
| $182K |
| 4 | AMERICAN CONSERVATORY THEATER AMERICAN CONSERVATORY THEATER 403(B) DC AND TDA PLANS | SAN FRANCISCO CA | 63 | $8.1M | $61K |
| 5 | UPSTATE CEREBRAL PALSY DBA UPSTATE CARING PARTNERS UPSTATE CARING PARTNERS 403(B) RETIREMENT PLAN | UTICA NY | 1,653 | $66.4M | $51K |
| 6 | KEUKA COLLEGE KEUKA COLLEGE RETIREMENT PLAN | KEUKA PARK NY | 193 | $43.9M | $48K |
| 7 | NAFSA ASSOCIATION OF INTERNATIONAL EDUCATORS NAFSA ASSOCIATION OF INTERNATIONAL EDUCATORS 403B PLAN | WASHINGTON DC | 71 | $26.5M | $9K |
| 8 | CHARLES F. KETTERING FOUNDATION CHARLES F. KETTERING FOUNDATION DEFERRED COMPENSATION PLAN | DAYTON OH | 40 | $28.6M | $4K |
| 9 | WHITFIELD SCHOOL WHITFIELD SCHOOL RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 83 | $18.4M | $3K |
