Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding TIAA Access Nuv Lrg Cap Val T4 in their Schedule of Assets, totaling $6.2M 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 | DWIGHT-ENGLEWOOD SCHOOL DWIGHT ENGLEWOOD SCHOOL 403(B) RETIREMENT SAVINGS PLAN | ENGLEWOOD NJ | 241 | $90.2M | $1.1M |
| 2 | SHADY HILL SCHOOL CORPORATION SHADY HILL SCHOOL DC AND TDA RETIREMENT PLAN | CAMBRIDGE MA | 201 | $66.9M | $927K |
| 3 | PORTLEDGE SCHOOL PORTLEDGE SCHOOL RETIREMENT PLAN RA |
LOCUST VALLEY NY |
| 129 |
| $38.1M |
| $409K |
| 4 | WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLIC SCHOOL WILLIAM PENN CHARTER SCHOOL DEFINED CONTRIBUTION PLAN | PHILADELPHIA PA | 293 | $79.1M | $389K |
| 5 | STATEN ISLAND ACADEMY STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | STATEN ISLAND NY | 105 | $26.0M | $381K |
| 6 | GLENELG COUNTRY SCHOOL GLENELG COUNTRY SCHOOL DC RETIREMENT PLAN | ELLICOTT CITY MD | 157 | $34.5M | $361K |
| 7 | UNIVERSITY OF HAWAII FOUNDATION UNIVERSITY OF HAWAII FOUNDATION 403(B) PLAN | HONOLULU HI | 114 | $34.9M | $336K |
| 8 | AVERY COONLEY SCHOOL AVERY COONLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | DOWNERS GROVE IL | 76 | $20.7M | $303K |
| 9 | SCENIC HUDSON, INC SCENIC HUDSON, INC. 403(B) PLAN | POUGHKEEPSIE NY | 73 | $15.8M | $264K |
| 10 | SILICON VALLEY INTERNATIONAL SCHOOL SILICON VALLEY INTERNATIONAL SCHOOL 403(B)RETIREMENT PLAN | PALO ALTO CA | 165 | $30.2M | $218K |
