Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding TIAA Access Nuv Core pl Bd T4 Variable Annuity in their Schedule of Assets, totaling $410K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GOVERNOR DUMMER ACADEMY DBA THE GOVERNOR'S ACADEMY GOVERNOR DUMMER ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | BYFIELD MA | 181 | $65.6M | $271K |
| 2 | CALHOUN SCHOOL CALHOUN SCHOOL 403(B) DC PLAN | NEW YORK NY | 135 | $69.0M | $79K |
| 3 | SAN FRANCISCO MUSEUM OF MODERN ART |
SAN FRANCISCO CA |
| 603 |
| $73.2M |
| $42K |
| 4 | THE FAY SCHOOL THE FAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SOUTHBOROUGH MA | 148 | $40.2M | $8K |
| 5 | MARIN HORIZON SCHOOL MARIN HORIZON SCHOOL 403(B) DC PLAN | MILL VALLEY CA | 106 | $10.8M | $4K |
| 6 | WALNUT HILL SCHOOL WALNUT HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NATICK MA | 92 | $19.2M | $3K |
| 7 | LAWRENCE ACADEMY LAWRENCE ACADEMY RETIREMENT PLAN | GROTON MA | 126 | $35.3M | $1K |