Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding TIAA Access Nuv Qt Sm Cp Eq T4 in their Schedule of Assets, totaling $3.9M 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 | SHADY HILL SCHOOL CORPORATION SHADY HILL SCHOOL DC AND TDA RETIREMENT PLAN | CAMBRIDGE MA | 201 | $66.9M | $858K |
| 2 | DWIGHT-ENGLEWOOD SCHOOL DWIGHT ENGLEWOOD SCHOOL 403(B) RETIREMENT SAVINGS PLAN | ENGLEWOOD NJ | 241 | $90.2M | $610K |
| 3 | WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLIC SCHOOL |
PHILADELPHIA PA |
| 293 |
| $79.1M |
| $276K |
| 4 | WXXI PUBLIC BROADCASTING COUNCIL TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF WXXI PUBLIC BROADCASTING COUNCIL | ROCHESTER NY | 95 | $25.4M | $249K |
| 5 | UNIVERSITY OF HAWAII FOUNDATION UNIVERSITY OF HAWAII FOUNDATION 403(B) PLAN | HONOLULU HI | 114 | $34.9M | $209K |
| 6 | PORTLEDGE SCHOOL PORTLEDGE SCHOOL RETIREMENT PLAN RA | LOCUST VALLEY NY | 129 | $38.1M | $160K |
| 7 | GLENELG COUNTRY SCHOOL GLENELG COUNTRY SCHOOL DC RETIREMENT PLAN | ELLICOTT CITY MD | 157 | $34.5M | $155K |
| 8 | SADDLE RIVER DAY SCHOOL, INC. SADDLE RIVER DAY SCHOOL DC AND TDA RETIREMENT PLAN | SADDLE RIVER NJ | 87 | $17.9M | $149K |
| 9 | FRIENDS ACADEMY FRIENDS ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | LOCUST VALLEY NY | 194 | $65.0M | $136K |
| 10 | STATEN ISLAND ACADEMY STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | STATEN ISLAND NY | 105 | $26.0M | $134K |
