Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TIAA TIAA Access Mid-Cap Value in their Schedule of Assets, totaling $935K 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 | LEE UNIVERSITY LEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLA | CLEVELAND TN | 698 | $66.5M | $413K |
| 2 | SOUTHERN WESLEYAN UNIVERSITY SOUTHERN WESLEYAN UNIVERSITY DC PLAN | CENTRAL SC | 168 | $23.8M | $248K |
| 3 | HEARTSPRING, INC. HEARTSPRING 403 (B) DC PLAN |
WICHITA KS |
| 365 |
| $26.7M |
| $108K |
| 4 | AQUINAS INSTITUTE OF ROCHESTER AQUINAS INSTITUTE OF ROCHESTER RETIREMENT PLAN | ROCHESTER NY | 113 | $16.8M | $92K |
| 5 | BREHM PREPARATORY SCHOOL, INC. BREHM PREPARATORY SCHOOL DEFINED CONTRIBUTION PLAN | CARBONDALE IL | 47 | $6.1M | $49K |
| 6 | GUTHRIE THEATER FOUNDATION GUTHRIE THEATER FOUNDATION 403(B) RETIREMENT PLAN | MINNEAPOLIS MN | 658 | $27.1M | $25K |
