Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA-CREF* TIAA-CREF Social Ch Eq-Inst in their Schedule of Assets, totaling $6.0M 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 | DRAKE UNIVERSITY DRAKE UNIVERSITY MANDATORY TAX-DEFERRED ANNUITY RETIREMENT PLAN | DES MOINES IA | 1,315 | $297.1M | $3.8M |
| 2 | DRAKE UNIVERSITY DRAKE UNIVERSITY VOLUNTARY TAX-DEFERRED ANNUITY RETIREMENT PLAN | DES MOINES IA | 574 | $86.2M | $933K |
| 3 | THE PEMBROKE HILL SCHOOL |
KANSAS CITY MO |
| 214 |
| $60.2M |
| $902K |
| 4 | KENYON COLLEGE KENYON COLLEGE DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | GAMBIER OH | 667 | $323.0M | $393K |