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 Social Choice Eq Instl in their Schedule of Assets, totaling $588K 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 | HEATH CERAMICS, LTD. HEATH CERAMICS, LTD. 401(K) PLAN | SAUSALITO CA | 173 | $13.8M | $488K |
| 2 | EXECUTIVE DIRECTOR, INC. EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN | MILWAUKEE WI | 313 | $30.5M | $100K |