Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA-CREF Stock R4 in their Schedule of Assets, totaling $43.0M 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 | PACE UNIVERSITY PACE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | VALHALLA NY | 2,350 | $881.5M | $27.0M |
| 2 | WORCESTER POLYTECHNIC INSTITUTE WORCESTER POLYTECHNIC INSTITUTE DEFINED CONTRIBUTION PLAN | WORCESTER MA | 1,512 | $687.1M | $14.8M |
| 3 | RUSSELL SAGE COLLEGE |
TROY NY |
| 878 |
| $116.8M |
| $777K |
| 4 | THE ROXBURY LATIN SCHOOL THE ROXBURY LATIN SCHOOL 403(B) RETIREMENT PLAN | WEST ROXBURY MA | 69 | $44.0M | $452K |