Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TIAA TIAA Access Nuv Lrg Cap Val T4 (1) in their Schedule of Assets, totaling $801K 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 | WICHITA COLLEGIATE SCHOOL WICHITA COLLEGIATE SCHOOL 403(B) DC PLAN | WICHITA KS | 231 | $21.5M | $252K |
| 2 | CLARKE UNIVERSITY CLARKE UNIVERSITY RETIREMENT PLAN | DUBUQUE IA | 189 | $40.4M | $175K |
| 3 | BRIAR CLIFF UNIVERSITY BRIAR CLIFF UNIVERSITY 403(B) DC PLAN |
SIOUX CITY IA |
| 182 |
| $28.6M |
| $173K |
| 4 | JUDSON UNIVERSITY JUDSON UNIVERSITY RETIREMENT PLAN | ELGIN IL | 124 | $17.7M | $154K |
| 5 | WESTERN SEMINARY WESTERN SEMINARY 403(B) PLAN | PORTLAND OR | 89 | $5.1M | $24K |
| 6 | HERITAGE HALL HERITAGE HALL 403(B) DC AND TDA PLAN | OKLAHOMA CITY OK | 182 | $29.3M | $23K |
