Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding TIAA-CREF Equity Index in their Schedule of Assets, totaling $12.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OAK RIDGE ASSOCIATED UNIVERSITIES OAK RIDGE ASSOCIATED UNIVERSITIES 403(B) RETIREMENT PLAN | OAK RIDGE TN | 1,069 | $359.2M | $4.4M |
| 2 | DARTMOUTH HEALTH DARTMOUTH-HITCHCOCK RETIREMENT PLAN | LEBANON NH | 9,655 | $1.1B | $3.5M |
| 3 | DARTMOUTH-HITCHCOCK CLINIC DARTMOUTH-HITCHCOCK RETIREMENT PLAN |
LEBANON NH |
| 11,618 |
| $904.7M |
| $2.7M |
| 4 | THE FOUNDATION FOR AIDS RESEARCH THE AMFAR 403(B) RETIREMENT PLAN | NEW YORK NY | 55 | $24.7M | $842K |
| 5 | NICHOLS COLLEGE NICHOLS COLLEGE 403B PLAN | DUDLEY MA | 307 | $40.0M | $589K |
| 6 | NATIONAL OUTDOOR LEADERSHIP SCHOOL NATIONAL OUTDOOR LEADERSHIP SCHOOL TAX SHELTERED ANNUITY PLAN | LANDER WY | 764 | $19.0M | $266K |
| 7 | YELLOWSTONE FOREVER YELLOWSTONE FOREVER 401(K) RETIREMENT PLAN | BOZEMAN MT | 52 | $6.0M | $179K |
| 8 | MAHARISHI INTERNATIONAL UNIVERSITY MAHARISHI INTERNATIONAL UNIVERSITY 403(B) DC PLAN | FAIRFIELD IA | 94 | $3.8M | $81K |
| 9 | OVERBROOK SCHOOL FOR THE BLIND OVERBROOK STAFF SAVINGS PLAN | PHILADELPHIA PA | 250 | $10.3M | $60K |
