Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Tiaa Access Nuv Mid Cap Val T4 Mutual Fund in their Schedule of Assets, totaling $1.3M 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 | THE FOUNDATION SCHOOLS THE FOUNDATION SCHOOLS DEFINED CONTRIBUTION RETIREMENT PLAN | LARGO MD | 172 | $28.2M | $218K |
| 2 | ATLANTA LEGAL AID SOCIETY, INC. ATLANTA LEGAL AID SOCIETY 403(B) PLAN (FKA ATLANTA LEGAL AID, INC TAX SHELTERED ANNUITY) | ATLANTA GA | 122 | $19.5M | $209K |
| 3 | MARYMOUNT HIGH SCHOOL |
LOG ANGELES CA |
| 57 |
| $9.4M |
| $187K |
| 4 | ST. GEORGE'S SCHOOL ST. GEORGE'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MIDDLETOWN RI | 188 | $58.8M | $180K |
| 5 | THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL THREEFOLD EDUCATIONAL FOUNDATION AND SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CHESTNUT RIDGE NY | 94 | $13.7M | $113K |
| 6 | WILLIAM PEACE UNIVERSITY WILLIAM PEACE UNIVERSITY RETIREMENT PLAN | RALEIGH NC | 136 | $22.7M | $110K |
| 7 | MONROE COMMUNITY COLLEGE ASSOCIATION INC MONROE COMMUNITY COLLEGE ASSOCIATION, INC. 403(B) DEFINED CONTRIBUTION PLAN | ROCHESTER NY | 37 | $11.0M | $84K |
| 8 | TRUDEAU INSTITUTE, INC. TRUDEAU INSTITUTE RETIREMENT PLAN | SARANAC LAKE NY | 75 | $29.9M | $83K |
| 9 | CARDIGAN MOUNTAIN SCHOOL CARDIGAN MOUNTAIN SCHOOL DC RETIREMENT PLAN | CAANAN NH | 124 | $27.1M | $58K |
| 10 | THE BOSTON ARCHITECTURAL COLLEGE THE BOSTON ARCHITECTURAL COLLEGE 403(B) RETIREMENT PLAN | BOSTON MA | 160 | $13.5M | $53K |
