Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding TIAA TIAA Access Equity Index ~ in their Schedule of Assets, totaling $430K 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 | THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 98 | $51.5M | $313K |
| 2 | LEE UNIVERSITY LEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLA | CLEVELAND TN | 698 | $66.5M | $40K |
| 3 | SOUTHERN WESLEYAN UNIVERSITY |
CENTRAL SC |
| 168 |
| $23.8M |
| $20K |
| 4 | SAINT JOSEPH'S COLLEGE SAINT JOSEPHS COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | RENSSELAER IN | 8 | $30.1M | $18K |
| 5 | LANE COLLEGE LANE COLLEGE 403(B) RETIREMENT PLAN | JACKSON TN | 376 | $2.7M | $15K |
| 6 | ALL SAINTS ACADEMY ALL SAINTS ACADEMY 403(B) DC PLAN | WINTER HAVEN FL | 88 | $5.3M | $13K |
| 7 | HOMES FOR THE HOMELESS, INC. HOMES FOR THE HOMELESS, INC. 403(B) PLAN | NEW YORK NY | 241 | $14.0M | $5K |
| 8 | HEARTSPRING, INC. HEARTSPRING 403 (B) DC PLAN | WICHITA KS | 365 | $26.7M | $4K |
| 9 | WORLD EDUCATION SERVICES, INC. WORLD EDUCATION SERVICES, INC. 403(B) TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 269 | $38.5M | $4K |
