Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding TIAA Access Nuveen Mid-Cap Value T4 " in their Schedule of Assets, totaling $1.3M 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 | W.E. UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH W.E. UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH 403(B) DC PLAN | KALAMAZOO MI | 111 | $50.3M | $225K |
| 2 | NEW ENGLAND CONSERVATORY NEW ENGLAND CONSERVATORY OF MUSIC 403(B) PLAN | BOSTON MA | 604 | $78.3M | $178K |
| 3 | ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES |
WASHINGTON DC |
| 265 |
| $45.7M |
| $166K |
| 4 | LEADERS IN OUR NEIGHBORHOOD CHARTER SCHOOL LEADERS IN OUR NEIGHBORHOOD CHARTER SCHOOL 403(B) DC PLAN | BRONX NY | 132 | $16.1M | $154K |
| 5 | GILMAN SCHOOL GILMAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BALTIMORE MD | 300 | $108.2M | $140K |
| 6 | TENNESSEE INDEPENDENT COLLEGES AND UNIVERSITIES ASSOCIATION, INC. TICUA 403(B) DEFINED CONTRIBUTION PLAN | NASHVILLE TN | 1,238 | $150.3M | $120K |
| 7 | VIRGINIA TECH SERVICES, INC. VIRGINIA TECH SERVICES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BLACKSBURG VA | 3 | $15.9M | $118K |
| 8 | MORAVIAN ACADEMY MORAVIAN ACADEMY 403(B) DC PLAN | BETHLEHEM PA | 223 | $46.3M | $75K |
| 9 | HOUGHTON UNIVERSITY HOUGHTON UNIVERSITY DEFINED CONTRIBUTION PLAN | HOUGHTON NY | 141 | $57.5M | $44K |
| 10 | THOMAS COLLEGE THOMAS COLLEGE DC RETIREMENT PLAN | WATERVILLE ME | 177 | $23.1M | $36K |
