Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding TIAA Access Nuv LgCp Res Eq T4 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 | SCENIC HUDSON, INC SCENIC HUDSON, INC. 403(B) PLAN | POUGHKEEPSIE NY | 73 | $15.8M | $569K |
| 2 | INSTITUTE FOR SUPPLY MANAGEMENT INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN | TEMPE AZ | 57 | $13.1M | $299K |
| 3 | SHADY HILL SCHOOL CORPORATION SHADY HILL SCHOOL DC AND TDA RETIREMENT PLAN |
CAMBRIDGE MA |
| 201 |
| $66.9M |
| $218K |
| 4 | SADDLE RIVER DAY SCHOOL, INC. SADDLE RIVER DAY SCHOOL DC AND TDA RETIREMENT PLAN | SADDLE RIVER NJ | 87 | $17.9M | $95K |
| 5 | THE ALFRED & ADELE DAVIS ACADEMY THE ALFRED & ADELE DAVIS ACADEMY, INC. DC PLAN | ATLANTA GA | 95 | $18.9M | $87K |
| 6 | BERKELEY REPERTORY THEATRE BERKELEY REPERTORY THEATRE 403(B) PLAN | BERKELEY CA | 77 | $11.3M | $61K |
| 7 | UNIVERSITY OF HAWAII FOUNDATION UNIVERSITY OF HAWAII FOUNDATION 403(B) PLAN | HONOLULU HI | 114 | $34.9M | $60K |
| 8 | MONTREAT COLLEGE MONTREAT COLLEGE RETIREMENT PLAN | MONTREAT NC | 164 | $9.7M | $55K |
| 9 | WXXI PUBLIC BROADCASTING COUNCIL TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF WXXI PUBLIC BROADCASTING COUNCIL | ROCHESTER NY | 95 | $25.4M | $51K |
| 10 | NATIONAL BLEEDING DISORDERS FOUNDATION NATIONAL BLEEDING DISORDERS FOUNDATION DC RETIREMENT PLAN | NEW YORK NY | 74 | $8.8M | $49K |
