Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding TIAA Access Nuv Sm Cp Bl Ix T4 Variable annuity in their Schedule of Assets, totaling $973K 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 | CALHOUN SCHOOL CALHOUN SCHOOL 403(B) DC PLAN | NEW YORK NY | 135 | $69.0M | $389K |
| 2 | GOVERNOR DUMMER ACADEMY DBA THE GOVERNOR'S ACADEMY GOVERNOR DUMMER ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | BYFIELD MA | 181 | $65.6M | $223K |
| 3 | SAN FRANCISCO MUSEUM OF MODERN ART |
SAN FRANCISCO CA |
| 603 |
| $73.2M |
| $138K |
| 4 | DEDHAM COUNTRY DAY SCHOOL DEDHAM COUNTRY DAY SCHOOL DC RETIREMENT PLAN | DEDHAM MA | 79 | $26.7M | $122K |
| 5 | WALNUT HILL SCHOOL WALNUT HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NATICK MA | 92 | $19.2M | $64K |
| 6 | SAN FRANCISCO CONSERVATORY OF MUSIC SAN FRANCISCO CONSERVATORY OF MUSIC DC RETIREMENT PLAN | SAN FRANCISCO CA | 530 | $38.3M | $20K |
| 7 | THE FAY SCHOOL THE FAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SOUTHBOROUGH MA | 148 | $40.2M | $15K |
| 8 | LAWRENCE ACADEMY LAWRENCE ACADEMY RETIREMENT PLAN | GROTON MA | 126 | $35.3M | $2K |
