Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding TIAA Access Nuv Sm Cp Bl Ix T4 Variable annuity contract ^ in their Schedule of Assets, totaling $807K 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 | THE HAMLIN SCHOOL THE HAMLIN SCHOOL RETIREMENT PLAN | SAN FRANCISCO CA | 113 | $37.3M | $157K |
| 2 | CRYSTAL SPRINGS UPLANDS SCHOOL CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HILLSBOROUGH CA | 163 | $49.0M | $146K |
| 3 | MARIN COUNTRY DAY SCHOOL |
CORTE MADERA CA |
| 205 |
| $65.3M |
| $111K |
| 4 | THE BRANSON SCHOOL THE BRANSON SCHOOL DC RETIREMENT PLAN | ROSS CA | 102 | $40.7M | $99K |
| 5 | CREATIVE CENTER OF LOS ALTOS PINEWOOD-OAKWOOD SCHOOL 403(B) RETIREMENT PLAN | LOS ALTOS CA | 208 | $41.5M | $85K |
| 6 | THE PECK SCHOOL PECK SCHOOL RETIREMENT PLAN | MORRISTOWN NJ | 99 | $40.6M | $70K |
| 7 | CHILDRENS DAY SCHOOL CHILDREN'S DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 110 | $17.0M | $69K |
| 8 | LUDWIG INSTITUTE FOR CANCER RESEARCH, LTD LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN | NEW YORK NY | 10 | $39.6M | $65K |
| 9 | COLORADO CHRISTIAN UNIVERSITY COLORADO CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN | LAKEWOOD CO | 1,160 | $46.9M | $4K |