Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding TIAA Access Nuv Lrg Cap Val T4 " in their Schedule of Assets, totaling $9.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CANDID CANDID DC PLAN | NEW YORK NY | 274 | $85.3M | $1.2M |
| 2 | DWIGHT-ENGLEWOOD SCHOOL DWIGHT ENGLEWOOD SCHOOL 403(B) RETIREMENT SAVINGS PLAN | ENGLEWOOD NJ | 241 | $90.2M | $1.1M |
| 3 | SHADY HILL SCHOOL CORPORATION SHADY HILL SCHOOL DC AND TDA RETIREMENT PLAN |
CAMBRIDGE MA |
| 201 |
| $66.9M |
| $927K |
| 4 | FRANCIS PARKER SCHOOL FRANCIS PARKER SCHOOL 403(B) PLAN | SAN DIEGO CA | 282 | $54.0M | $655K |
| 5 | FAR HILLS COUNTRY DAY SCHOOL FAR HILLS COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | FAR HILLS NJ | 70 | $28.1M | $417K |
| 6 | PORTLEDGE SCHOOL PORTLEDGE SCHOOL RETIREMENT PLAN RA | LOCUST VALLEY NY | 129 | $38.1M | $409K |
| 7 | THE COLLEGE PREPARATORY SCHOOL THE COLLEGE PREPARATORY SCHOOL 403(B) DEFINED CONTRIBUTION PLAN | OAKLAND CA | 93 | $49.7M | $408K |
| 8 | WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLIC SCHOOL WILLIAM PENN CHARTER SCHOOL DEFINED CONTRIBUTION PLAN | PHILADELPHIA PA | 293 | $79.1M | $389K |
| 9 | STATEN ISLAND ACADEMY STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | STATEN ISLAND NY | 105 | $26.0M | $381K |
| 10 | GLENELG COUNTRY SCHOOL GLENELG COUNTRY SCHOOL DC RETIREMENT PLAN | ELLICOTT CITY MD | 157 | $34.5M | $361K |
