Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA Access Social Choice Equity Registered investment company in their Schedule of Assets, totaling $81K 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 | WEST CENTRAL SERVICES, INC. WEST CENTRAL SERVICES, INC. 403(B) DC RETIREMENT PLAN | LEBANON NH | 110 | $9.5M | $56K |
| 2 | ELEUTHERIAN MILLS-HAGLEY FOUNDATION, INC. HAGLEY MUSEUM & LIBRARY 403(B) PLAN | WILMINGTON DE | 88 | $20.8M | $20K |
| 3 | SAINT URSULA ACADEMY OF CINCINNATI, INC. |
CINCINNATI OH |
| 91 |
| $16.7M |
| $5K |
