Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TIAA Access Nuv Mid-Cap Value T4 in their Schedule of Assets, totaling $1.0M 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 | ST. HILDA'S AND ST. HUGH'S SCHOOL ST. HILDA'S AND ST. HUGH'S SCHOOL 403(B)PLAN | NEW YORK NY | 59 | $28.3M | $427K |
| 2 | WESTRIDGE SCHOOL FOR GIRLS, INC. WESTRIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PASADENA CA | 149 | $48.0M | $260K |
| 3 | THE RIVERS SCHOOL CORPORATION |
WESTON MA |
| 205 |
| $62.9M |
| $181K |
| 4 | VIEWPOINT EDUCATIONAL FOUNDATION VIEWPOINT EDUCATIONAL FOUNDATION 403(B)PLAN | CALABASAS CA | 278 | $75.1M | $116K |
| 5 | THE GORDON SCHOOL THE GORDON SCHOOL 403(B) RETIREMENT PLAN | EAST PROVIDENCE RI | 83 | $22.8M | $17K |