Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding TIAA-Access Small Cap Blend Index in their Schedule of Assets, totaling $632K 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 | LAKELAND UNIVERSITY LAKELAND UNIVERSITY RETIREMENT PLAN 403(B) | PLYMOUTH WI | 323 | $55.0M | $336K |
| 2 | CHICAGO PUBLIC MEDIA, INC. THE CHICAGO PUBLIC MEDIA, INC. TAX-DEFERRED ANNUITY (TDA) PLAN | CHICAGO IL | 136 | $27.4M | $83K |
| 3 | NEWBERRY LIBRARY NEWBERRY LIBRARY DC RETIREMENT PLAN |
CHICAGO IL |
| 92 |
| $26.1M |
| $62K |
| 4 | FIRST PRESBYTERIAN DAY SCHOOL, INC FIRST PRESBYTERIAN DAY SCHOOL, INC. TAX DEFERRED ANNUITY PLAN | MACON GA | 141 | $12.4M | $50K |
| 5 | KENTUCKY WESLEYAN COLLEGE KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN | OWENSBORO KY | 133 | $10.2M | $49K |
| 6 | KENTUCKY WESLEYAN COLLEGE KENTUCKY WESLEYAN COLLEGE TDA PLAN | OWENSBORO KY | 81 | $8.7M | $20K |
| 7 | CALUMET COLLEGE OF ST. JOSEPH CALUMET COLLEGE OF SAINT JOSEPH 403(B) DC PLAN | WHITING IN | 191 | $17.2M | $19K |
| 8 | PUEBLO COMMUNITY HEALTH CENTER, INC. PUEBLO COMMUNITY HEALTH CENTER, INC. EMPLOYER CONTRIBUTION PLAN | PUEBLO CO | 309 | $27.7M | $12K |
