Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TIAA Access Nuv Mid Cap Val T4 Registered investment company in their Schedule of Assets, totaling $1.1M 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 | OREGON PUBLIC BROADCASTING OREGON PUBLIC BROADCASTING DEFINED CONTRIBUTION RETIREMENT PLAN | PORTLAND OR | 218 | $51.2M | $375K |
| 2 | GEORGIA INDEPENDENT COLLEGE ASSOCIATION, INC GICA MULTIPLE EMPLOYER PLAN | ATLANTA GA | 821 | $90.8M | $328K |
| 3 | KEUKA COLLEGE KEUKA COLLEGE RETIREMENT PLAN |
KEUKA PARK NY |
| 193 |
| $43.9M |
| $235K |
| 4 | AMERICAN CONSERVATORY THEATER AMERICAN CONSERVATORY THEATER 403(B) DC AND TDA PLANS | SAN FRANCISCO CA | 63 | $8.1M | $101K |
| 5 | NAFSA ASSOCIATION OF INTERNATIONAL EDUCATORS NAFSA ASSOCIATION OF INTERNATIONAL EDUCATORS 403B PLAN | WASHINGTON DC | 71 | $26.5M | $36K |
| 6 | THE SKOLL FOUNDATION THE SKOLL FOUNDATION RETIREMENT PLAN | PALO ALTO CA | 63 | $30.2M | $23K |
