Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding TIAA-CREF TIAA Access Sm-Cap Bl idx T4 in their Schedule of Assets, totaling $968K 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 | THE GOVERNING COMMITTEE OF THE PALMETTO ASSOCIATION OF INDEPENDENT SCH PALMETTO ASSOCIATION OF INDEPENDENT SCHOOLS MULTIPLE EMPLOYER PLAN | GREENVILLE SC | 807 | $97.3M | $295K |
| 2 | SANDIA PREPARATORY SCHOOL SANDIA PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ALBUQUERQUE NM | 93 | $25.1M | $267K |
| 3 | SANTA FE INSTITUTE |
SANTA FE NM |
| 77 |
| $12.3M |
| $109K |
| 4 | WILLIAM PENN UNIVERSITY WILLIAM PENN UNIVERSITY 403(B) DC PLAN | OSKALOOSA IA | 165 | $28.2M | $90K |
| 5 | INSTITUTE FOR SHIPBOARD EDUCATION INSTITUTE FOR SHIPBOARD EDUCATION RETIREMENT PLAN | FORT COLLINS CO | 49 | $6.6M | $78K |
| 6 | MICHIGAN PUBLIC HEALTH INSTITUTE MICHIGAN PUBLIC HEALTH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN | OKEMOS MI | 1,158 | $108.1M | $73K |
| 7 | ARBOR RESEARCH COLLABORATIVE FOR HEALTH ARBOR RESEARCH COLLABORATIVE FOR HEALTH 401(K) PLAN | ANN ARBOR MI | 104 | $33.8M | $21K |
| 8 | THE PHILADELPHIA SCHOOL THE PHILADELPHIA SCHOOL 403(B) DC PLAN | PHILADELPHIA PA | 118 | $20.8M | $17K |
| 9 | THE ELLIS SCHOOL THE ELLIS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PITTSBURGH PA | 114 | $28.2M | $14K |
| 10 | RIVER VALLEY CHILD DEVELOPMENT RIVER VALLEY CHILD DEVELOPMENT 403(B) DC PLAN | HUNTINGTON WV | 171 | $6.4M | $3K |
