Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding TIAA Access Nuv Mid-Cap Val T4 in their Schedule of Assets, totaling $5.0M 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 | $736K |
| 2 | SHADY HILL SCHOOL CORPORATION SHADY HILL SCHOOL DC AND TDA RETIREMENT PLAN | CAMBRIDGE MA | 201 | $66.9M | $493K |
| 3 | UNIVERSITY OF HAWAII FOUNDATION |
HONOLULU HI |
| 114 |
| $34.9M |
| $308K |
| 4 | WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLIC SCHOOL WILLIAM PENN CHARTER SCHOOL DEFINED CONTRIBUTION PLAN | PHILADELPHIA PA | 293 | $79.1M | $298K |
| 5 | FRIENDS ACADEMY FRIENDS ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | LOCUST VALLEY NY | 194 | $65.0M | $274K |
| 6 | GRACE CHURCH SCHOOL GRACE CHURCH SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 225 | $75.3M | $233K |
| 7 | SCENIC HUDSON, INC SCENIC HUDSON, INC. 403(B) PLAN | POUGHKEEPSIE NY | 73 | $15.8M | $207K |
| 8 | SHERIDAN SCHOOL, INC. SHERIDAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 65 | $19.5M | $192K |
| 9 | GLENELG COUNTRY SCHOOL GLENELG COUNTRY SCHOOL DC RETIREMENT PLAN | ELLICOTT CITY MD | 157 | $34.5M | $178K |
| 10 | PORTLEDGE SCHOOL PORTLEDGE SCHOOL RETIREMENT PLAN RA | LOCUST VALLEY NY | 129 | $38.1M | $170K |
