Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA-CREF TIAA Access Mid-Cap Val in their Schedule of Assets, totaling $871K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SAINT LEO UNIVERSITY SAINT LEO UNIVERSITY RETIREMENT PLAN | SAINT LEO FL | 1,559 | $119.3M | $508K |
| 2 | ST. ANDREWS EPISCOPAL SCHOOL ST. ANDREWS EPISCOPAL SCHOOL TAX SHELTERED ANNUITY RETIREMENT PLAN | AUSTIN TX | 170 | $29.7M | $360K |
| 3 | NAMI NAMI 403(B) PLAN |
ARLINGTON VA |
| 203 |
| $18.0M |
| $3K |
