Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TIAA-CREF Sm-Cap Bl Idx_Rtmt Mutual fund in their Schedule of Assets, totaling $682K 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 | EMMA WILLARD SCHOOL EMMA WILLARD SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | TROY NY | 146 | $53.8M | $673K |
| 2 | FORT WORTH COUNTRY DAY SCHOOL FORT WORTH COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | FORT WORTH TX | 217 | $43.2M | $9K |