Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA-CREF TIAA-CREF Sm-Cap Bl Idx-Inst in their Schedule of Assets, totaling $3.5M 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 | KENYON COLLEGE KENYON COLLEGE DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | GAMBIER OH | 667 | $323.0M | $2.9M |
| 2 | MOUNTAIN PARK HEALTH CENTER MOUNTAIN PARK HEALTH CENTER RETIREMENT PLAN | PHOENIX AZ | 1,404 | $46.9M | $445K |
| 3 | VILLAGE COMMUNITY SCHOOL |
NEW YORK NY |
| 91 |
| $17.5M |
| $151K |