Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7,526 U.S. retirement plans report holding a TIAA / Nuveen fund in their Schedule of Assets, totaling $249.5B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | TIAA / Nuveen position |
|---|---|---|---|---|---|
| 1 | YALE UNIVERSITY YALE UNIVERSITY RETIREMENT ACCOUNT PLAN | NEW HAVEN CT | 13,709 | $8.3B | $4.4B |
| 2 | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA TIAA RETIREMENT PLAN | NEW YORK NY | 11,597 | $5.9B | $4.1B |
| 3 | CALIFORNIA INSTITUTE OF TECHNOLOGY CALTECH BASE RETIREMENT PLAN |
PASADENA CA |
| 10,047 |
| $5.2B |
| $3.8B |
| 4 | WASHINGTON UNIVERSITY IN ST. LOUIS WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 27,547 | $7.5B | $3.3B |
| 5 | MASS GENERAL BRIGHAM INCORPORATED CONSOLIDATED 403(B) PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS | SOMERVILLE MA | 76,559 | $14.9B | $3.1B |
| 6 | THE MOUNT SINAI MEDICAL CENTER THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN | NEW YORK NY | 46,304 | $9.5B | $3.0B |
| 7 | TRUSTEES OF THE UNIVERSITY OF PA THE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN | PHILADELPHIA PA | 22,806 | $7.0B | $2.9B |
| 8 | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA TIAA CODE SECTION 401(K) PLAN | NEW YORK NY | 11,525 | $4.6B | $2.7B |
| 9 | TRUSTEES OF COLUMBIA UNIVERSITY RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY | NEW YORK NY | 15,229 | $5.6B | $2.5B |
| 10 | NEW YORK UNIVERSITY NEW YORK UNIVERSITY RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 10,895 | $5.4B | $2.2B |
