Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding TIAA Access Nuv Qt Sm Cp Eq T4 Registered investment company in their Schedule of Assets, totaling $1.5M 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 | GEORGIA INDEPENDENT COLLEGE ASSOCIATION, INC GICA MULTIPLE EMPLOYER PLAN | ATLANTA GA | 821 | $90.8M | $423K |
| 2 | OREGON PUBLIC BROADCASTING OREGON PUBLIC BROADCASTING DEFINED CONTRIBUTION RETIREMENT PLAN | PORTLAND OR | 218 | $51.2M | $362K |
| 3 | SAINT LEO UNIVERSITY |
SAINT LEO FL |
| 1,559 |
| $119.3M |
| $357K |
| 4 | KEUKA COLLEGE KEUKA COLLEGE RETIREMENT PLAN | KEUKA PARK NY | 193 | $43.9M | $134K |
| 5 | AMERICAN CONSERVATORY THEATER AMERICAN CONSERVATORY THEATER 403(B) DC AND TDA PLANS | SAN FRANCISCO CA | 63 | $8.1M | $133K |
| 6 | NAFSA ASSOCIATION OF INTERNATIONAL EDUCATORS NAFSA ASSOCIATION OF INTERNATIONAL EDUCATORS 403B PLAN | WASHINGTON DC | 71 | $26.5M | $37K |
| 7 | THE SKOLL FOUNDATION THE SKOLL FOUNDATION RETIREMENT PLAN | PALO ALTO CA | 63 | $30.2M | $14K |
