Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TIAA Access Nuv Lg-Cap Val T4 in their Schedule of Assets, totaling $1.0M 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 | GRACE CHURCH SCHOOL GRACE CHURCH SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 225 | $75.3M | $326K |
| 2 | BLUMONT, INC. BLUMONT, INC. 403(B) DC PLAN | ARLINGTON VA | 77 | $35.2M | $273K |
| 3 | NATIONAL CAUCUS AND CENTER ON AGING INC NATIONAL CAUCUS AND CENTER ON BLACK AGING INC 401A DC PLAN |
WASHINGTON DC |
| 63 |
| $5.1M |
| $222K |
| 4 | SHERIDAN SCHOOL, INC. SHERIDAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 65 | $19.5M | $142K |
| 5 | DALLAS CHRISTIAN SCHOOL DALLAS CHRISTIAN SCHOOL 403(B) DC PLAN | MESQUITE TX | 83 | $7.8M | $44K |
| 6 | MONTREAT COLLEGE MONTREAT COLLEGE RETIREMENT PLAN | MONTREAT NC | 164 | $9.7M | $14K |
