Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA Access Nuv Qt Sm Cp Eq T4 Variable Annuities 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.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DEXTER SOUTHFIELD, INC. DEXTER SOUTHFIELD, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLINE MA | 213 | $61.4M | $327K |
| 2 | THE FENN SCHOOL INC. THE FENN SCHOOL TDA AND RETIREMENT PLAN | CONCORD MA | 102 | $42.0M | $308K |
| 3 | THE BELMONT DAY SCHOOL, INC. BELMONT DAY SCHOOL DC RETIREMENT PLAN |
BELMONT MA |
| 109 |
| $25.7M |
| $255K |
| 4 | C.H.I.L.D., INC. C.H.I.L.D., INC. 403(B) RETIREMENT PLAN | WARWICK RI | 96 | $15.4M | $203K |
