Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA TIAA Access Core Equity in their Schedule of Assets, totaling $250K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOUTHERN WESLEYAN UNIVERSITY SOUTHERN WESLEYAN UNIVERSITY DC PLAN | CENTRAL SC | 168 | $23.8M | $105K |
| 2 | LEE UNIVERSITY LEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLA | CLEVELAND TN | 698 | $66.5M | $103K |
| 3 | EPISCOPAL HIGH SCHOOL EPISCOPAL HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
ALEXANDRIA VA |
| 199 |
| $71.6M |
| $27K |
| 4 | AQUINAS INSTITUTE OF ROCHESTER AQUINAS INSTITUTE OF ROCHESTER RETIREMENT PLAN | ROCHESTER NY | 113 | $16.8M | $13K |
