Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding TIAA-Access Small Cap Equity in their Schedule of Assets, totaling $1.0M 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 | THE BISHOP'S SCHOOL THE BISHOP'S SCHOOL 403(B) PLAN | LA JOLLA CA | 270 | $79.1M | $318K |
| 2 | FIRST PRESBYTERIAN DAY SCHOOL, INC FIRST PRESBYTERIAN DAY SCHOOL, INC. TAX DEFERRED ANNUITY PLAN | MACON GA | 141 | $12.4M | $105K |
| 3 | CARLOW UNIVERSITY CARLOW UNIVERSITY DEFINED CONTRIBUTION PLAN |
PITTSBURGH PA |
| 369 |
| $56.1M |
| $101K |
| 4 | AMERICAN TYPE CULTURE COLLECTION AMERICAN TYPE CULTURE COLLECTION 403(B) PLAN | MANASSAS VA | 709 | $70.8M | $96K |
| 5 | CALUMET COLLEGE OF ST. JOSEPH CALUMET COLLEGE OF SAINT JOSEPH 403(B) DC PLAN | WHITING IN | 191 | $17.2M | $88K |
| 6 | KENTUCKY WESLEYAN COLLEGE KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN | OWENSBORO KY | 133 | $10.2M | $81K |
| 7 | AMERICAN TYPE CULTURE COLLECTION AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A | MANASSAS VA | 710 | $64.8M | $68K |
| 8 | CHICAGO PUBLIC MEDIA, INC. THE CHICAGO PUBLIC MEDIA, INC. TAX-DEFERRED ANNUITY (TDA) PLAN | CHICAGO IL | 136 | $27.4M | $68K |
| 9 | KENTUCKY WESLEYAN COLLEGE KENTUCKY WESLEYAN COLLEGE TDA PLAN | OWENSBORO KY | 81 | $8.7M | $67K |
| 10 | PUEBLO COMMUNITY HEALTH CENTER, INC. PUEBLO COMMUNITY HEALTH CENTER, INC. EMPLOYER CONTRIBUTION PLAN | PUEBLO CO | 309 | $27.7M | $16K |
