Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TIAA Access Nuveen Quant Small‐Cap Equity in their Schedule of Assets, totaling $1.9M 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 | THE BERKELEY CARROLL SCHOOL THE BERKELEY CARROLL SCHOOL RETIREMENT PLAN | BROOKLYN NY | 365 | $74.7M | $629K |
| 2 | SEVERN SCHOOL, INC. SEVERN SCHOOL 403(B) RETIREMENT PLAN | SEVERNA PARK MD | 215 | $56.6M | $470K |
| 3 | THE BOYS LATIN SCHOOL OF MARYLAND, INC. THE BOYS' LATIN SCHOOL RETIREMENT PLAN |
BALTIMORE MD |
| 135 |
| $48.3M |
| $459K |
| 4 | CITY AND COUNTRY SCHOOL INC. CITY AND COUNTRY SCHOOL, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 114 | $25.3M | $281K |
| 5 | FRENCH INTERNATIONAL SCHOOL FRENCH INTERNATIONAL SCHOOL 403(B) RETIREMENT PLAN | BETHESDA MD | 266 | $35.5M | $98K |
| 6 | BLUEPRINTS BLUEPRINTS RETIREMENT PLAN | WASHINGTON PA | 521 | $9.4M | $384 |
