Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TIAA Access Nuveen Real Estate Securities Fund T4 in their Schedule of Assets, totaling $707K 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 | BARTON COLLEGE BARTON COLLEGE RETIREMENT PLAN | WILSON NC | 192 | $27.8M | $240K |
| 2 | IMMACULATA UNIVERSITY IMMACULATA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | IMMACULATA PA | 341 | $41.9M | $151K |
| 3 | VIRGINIA UNION UNIVERSITY VIRGINIA UNION UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
RICHMOND VA |
| 266 |
| $24.7M |
| $142K |
| 4 | LEES-MCRAE COLLEGE, INC. LEES-MCRAE COLLEGE 403(B) RETIREMENT PLAN | BANNER ELK NC | 92 | $15.6M | $133K |
| 5 | VIRGINIA EPISCOPAL SCHOOL VIRGINIA EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LYNCHBURG VA | 83 | $16.9M | $41K |
