Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding TIAA Access Nuv Mid-Cap Val T4 in their Schedule of Assets, totaling $6.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | 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 | CANDID CANDID DC PLAN | NEW YORK NY | 274 | $85.3M | $683K |
| 3 | SHADY HILL SCHOOL CORPORATION SHADY HILL SCHOOL DC AND TDA RETIREMENT PLAN |
CAMBRIDGE MA |
| 201 |
| $66.9M |
| $493K |
| 4 | UNIVERSITY OF HAWAII FOUNDATION UNIVERSITY OF HAWAII FOUNDATION 403(B) PLAN | HONOLULU HI | 114 | $34.9M | $308K |
| 5 | WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLIC SCHOOL WILLIAM PENN CHARTER SCHOOL DEFINED CONTRIBUTION PLAN | PHILADELPHIA PA | 293 | $79.1M | $298K |
| 6 | PALO ALTO UNIVERSITY, INC PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN | PALO ALTO CA | 222 | $30.2M | $290K |
| 7 | FAR HILLS COUNTRY DAY SCHOOL FAR HILLS COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | FAR HILLS NJ | 70 | $28.1M | $263K |
| 8 | GRACE CHURCH SCHOOL GRACE CHURCH SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 225 | $75.3M | $233K |
| 9 | SCENIC HUDSON, INC SCENIC HUDSON, INC. 403(B) PLAN | POUGHKEEPSIE NY | 73 | $15.8M | $207K |
| 10 | SHERIDAN SCHOOL, INC. SHERIDAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 65 | $19.5M | $192K |
