Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA Access Quant Small Cap Equity in their Schedule of Assets, totaling $495K 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 | LAKELAND UNIVERSITY LAKELAND UNIVERSITY RETIREMENT PLAN 403(B) | PLYMOUTH WI | 323 | $55.0M | $393K |
| 2 | THE AMERICAN LAW INSTITUTE THE AMERICAN LAW INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 55 | $40.9M | $71K |
| 3 | MOUNDS PARK ACADEMY MOUNDS PARK ACADEMY RETIREMENT PLAN |
SAINT PAUL MN |
| 109 |
| $18.1M |
| $27K |
| 4 | THE LEXINGTON SCHOOL THE LEXINGTON SCHOOL RETIREMENT PLAN | LEXINGTON KY | 115 | $23.5M | $4K |
