Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding TIAA Access Nuv Lrg Cap Gr T4 in their Schedule of Assets, totaling $2.2M 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 | INSTITUTE FOR SUPPLY MANAGEMENT, INC. THE INSTITUTE FOR SUPPLY MANAGEMENT, INC. TIAA-CREF RETIREMENT PLAN NO. 1 | TEMPE AZ | 56 | $17.1M | $876K |
| 2 | GLENELG COUNTRY SCHOOL GLENELG COUNTRY SCHOOL DC RETIREMENT PLAN | ELLICOTT CITY MD | 157 | $34.5M | $377K |
| 3 | THE EDISON INSTITUTE DBA THE HENRY FORD |
DEARBORN MI |
| 581 |
| $41.1M |
| $200K |
| 4 | MID-SOUTH PUBLIC COMMUNICATIONS FOUNDATION MID-SOUTH PUBLIC COMMUNICATIONS FOUNDATION RETIREMENT PLAN | CORDOVA TN | 32 | $4.3M | $138K |
| 5 | WHITEFIELD ACADEMY WHITEFIELD ACADEMY 403(B) PLAN | MABLETON GA | 167 | $14.2M | $132K |
| 6 | SHADY HILL SCHOOL CORPORATION SHADY HILL SCHOOL DC AND TDA RETIREMENT PLAN | CAMBRIDGE MA | 201 | $66.9M | $113K |
| 7 | INSTITUTE FOR SUPPLY MANAGEMENT INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN | TEMPE AZ | 57 | $13.1M | $86K |
| 8 | WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLIC SCHOOL WILLIAM PENN CHARTER SCHOOL DEFINED CONTRIBUTION PLAN | PHILADELPHIA PA | 293 | $79.1M | $61K |
| 9 | THE ANIMAL MEDICAL CENTER ANIMAL MEDICAL CENTER 403(B) TAX SHELTERED ANNUITY PLAN | NEW YORK NY | 614 | $41.0M | $38K |
| 10 | DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND 403(B) RETIREMENT PLAN | PROVIDENCE RI | 96 | $3.1M | $29K |
