Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Tiaa-Cref TIAA-CREF Large-Cap Value Index Instl in their Schedule of Assets, totaling $940K 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 | PHOENIX HOUSE FOUNDATION INC. THE PHOENIX HOUSE FOUNDATION INC TAX DEFERRED ANNUITY RETIREMENT PLAN | LONG ISLAND NY | 335 | $21.8M | $919K |
| 2 | COMMUNITY ACCESS, INC. COMMUNITY ACCESS, INC. 403(B) RETIREMENT PLAN | NEW YORK NY | 295 | $12.7M | $20K |