Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Tiaa-Cref Small-Cap Blend Index Fund Pooled Separate Account in their Schedule of Assets, totaling $1.5M 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 | HALREC, INC. DBA STEVENS CREEK TOYOTA AMC 401(K) PLAN | SAN JOSE CA | 822 | $36.3M | $714K |
| 2 | BUZICK CONSTRUCTION, INC. BUZICK CONSTRUCTION, INC. 401(K) PLAN | BARDSTOWN KY | 212 | $17.1M | $609K |
| 3 | EMBASSY HEALTHCARE MANAGEMENT, INC. EMBASSY HEALTHCARE MANAGEMENT, INC. SAVINGS & INVESTMENT PLAN |
BEACHWOOD OH |
| 2,981 |
| $6.9M |
| $49K |
| 4 | OLD PUEBLO HEALTHCARE, LLC DBA OPTIMA MEDICAL OPTIMA MEDICAL 401(K) PLAN | SCOTTSDALE AZ | 237 | $3.3M | $32K |
| 5 | CLEARGOV, INC. CLEARGOV, INC. 401(K) PLAN | MAYNARD MA | 148 | $4.7M | $26K |
| 6 | SHADOW HOLDINGS, LLC DBA BRIGHT INNOVATION LABS BRIGHT INNOVATION LABS 401(K) PLAN | SANTA CLARITA CA | 344 | $5.8M | $25K |
| 7 | AIRES, LLC AIRES, LLC 401(K) PLAN | PHOENIX AZ | 840 | $3.6M | $19K |
| 8 | NEUEHOUSE MANAGEMENT, LLC NEUEHOUSE MANAGEMENT, LLC 401(K) PLAN | NEW YORK NY | 174 | $2.2M | $14K |
| 9 | SAZAN GROUP, INC. SAZAN GROUP 401(K) PLAN AND TRUST | SEATTLE WA | 132 | $11.0M | $6K |
| 10 | HOMEFIRST OF SANTA CLARA HOMEFIRST SERVICES OF SANTA CLARA 401(K) PROFIT SHARING PLAN | MILIPITAS CA | 431 | $4.4M | $4K |
