Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding TIAA Access Nuveen Mid-Cap Value T4 " in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN SOCIETY OF CIVIL ENGINEERS AMERICAN SOCIETY OF CIVIL ENGINEERS TAX DEFERRED ANNUITY PLAN | RESTON VA | 239 | $57.9M | $362K |
| 2 | UNIVERSITY OF THE OZARKS UNIVERSITY OF THE OZARKS DEFINED CONTRIBUTION RETIREMENT PLAN | CLARKSVILLE AR | 335 | $25.1M | $335K |
| 3 | SAINT PETER'S UNIVERSITY |
JERSEY CITY NJ |
| 506 |
| $67.8M |
| $261K |
| 4 | W.E. UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH W.E. UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH 403(B) DC PLAN | KALAMAZOO MI | 111 | $50.3M | $225K |
| 5 | NEW ENGLAND CONSERVATORY NEW ENGLAND CONSERVATORY OF MUSIC 403(B) PLAN | BOSTON MA | 604 | $78.3M | $178K |
| 6 | ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES 403B PLAN | WASHINGTON DC | 265 | $45.7M | $166K |
| 7 | LEADERS IN OUR NEIGHBORHOOD CHARTER SCHOOL LEADERS IN OUR NEIGHBORHOOD CHARTER SCHOOL 403(B) DC PLAN | BRONX NY | 132 | $16.1M | $154K |
| 8 | GILMAN SCHOOL GILMAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BALTIMORE MD | 300 | $108.2M | $140K |
| 9 | AMERICAN SOCIETY OF CIVIL ENGINEERS AMERICAN SOCIETY OF CIVIL ENGINEERS DEFINED CONTRIBUTION RETIREMENT PLAN | RESTON VA | 206 | $30.0M | $131K |
| 10 | TENNESSEE INDEPENDENT COLLEGES AND UNIVERSITIES ASSOCIATION, INC. TICUA 403(B) DEFINED CONTRIBUTION PLAN | NASHVILLE TN | 1,238 | $150.3M | $120K |
