Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding TIAA/ CREF TIAA Access Nuv Qt Sm Cp Eq T4 in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN | CHICAGO IL | 122 | $23.4M | $300K |
| 2 | NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) DC PLAN | CHICAGO IL | 161 | $27.5M | $217K |
| 3 | THE ASHEVILLE SCHOOL |
ASHEVILLE NC |
| 137 |
| $30.9M |
| $147K |
| 4 | CENTER ON BUDGET AND POLICY PRIORITIES CENTER ON BUDGET AND POLICY PRIORITIES 403(B) RETIREMENT PLAN | WASHINGTON DC | 139 | $61.0M | $144K |
| 5 | UNIVERSITY AT BUFFALO NEUROSURGERY, INC. UNIVERSITY AT BUFFALO NEUROSURGERY, 401(K) RETIREMENT PLAN | WILLIAMSVILLE NY | 332 | $34.5M | $101K |
| 6 | ATLANTIC COUNCIL OF THE UNITED STATES ATLANTIC COUNCIL OF THE UNITED STATES 403(B)DC PLAN | WASHINGTON DC | 410 | $26.5M | $39K |
| 7 | NATIONAL FOUNDATION FOR THE CDC, INC. NAT'L FOUNDATION FOR THE CENTERS FOR DISEASE CONTROL/PREVENTION INC DEFINED CONTRIBUTION RETIREMENT PLAN | ATLANTA GA | 1,027 | $68.1M | $33K |
| 8 | ECLC OF NJ ECLC OF NEW JERSEY RETIREMENT PLAN | CHATHAM NJ | 411 | $36.3M | $32K |
| 9 | BATON ROUGE CHRISTIAN EDUCATION FOUNDATION, INC. BATON ROUGE CHRISTIAN EDUCATION FOUNDATION, INC. DBA THE DUNHAM SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BATON ROUGE LA | 135 | $13.5M | $31K |
| 10 | DURHAM ACADEMY, INC. DURHAM ACADEMY, INC. DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN | DURHAM NC | 401 | $70.7M | $29K |
