Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA TIAA Access Nuv Lfcy Rt Inc T4 (1) in their Schedule of Assets, totaling $38K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLARKE UNIVERSITY CLARKE UNIVERSITY RETIREMENT PLAN | DUBUQUE IA | 189 | $40.4M | $14K |
| 2 | HERITAGE HALL HERITAGE HALL 403(B) DC AND TDA PLAN | OKLAHOMA CITY OK | 182 | $29.3M | $14K |
| 3 | CAPITAL OF TEXAS PUBLIC TELECOMM COUNCIL CAPITAL OF TEXAS PUBLIC TELECOMM COUNCIL 403(B) DC PLAN |
AUSTIN TX |
| 82 |
| $11.6M |
| $10K |
