Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Real Estate in their Schedule of Assets, totaling $10.4M 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 | TABOR ACADEMY TABOR ACADEMY DEFINED CONTRIBUTION PLAN | MARION MA | 218 | $70.1M | $1.7M |
| 2 | PECKHAM, INC. PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | LANSING MI | 1,744 | $53.4M | $1.3M |
| 3 | WASHINGTON EPISCOPAL SCHOOL WASHINGTON EPISCOPAL SCHOOL TIAA-CREF RETIREMENT PLAN |
BETHESDA MD |
| 85 |
| $25.1M |
| $871K |
| 4 | PECKHAM, INC. PECKHAM, INC. 403(B) TDA PLAN | LANSING MI | 3,928 | $57.3M | $806K |
| 5 | HEATHWOOD HALL EPISCOPAL SCHOOL HEATHWOOD HALL EPISCOPAL SCHOOL DEFINED CONTRIBUTION PLAN | COLUMBIA SC | — | $0 | $563K |
| 6 | HOLY NAMES UNIVERSITY HOLY NAMES UNIVERSITY DEFINED CONTRIBUTION PLAN | OAKLAND CA | 237 | $28.7M | $462K |
| 7 | THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING DC PLAN | STANFORD CA | 57 | $41.5M | $439K |
| 8 | LAKE RIDGE ACADEMY LAKE RIDGE ACADEMY TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN | NORTH RIDGEVILLE OH | 74 | $17.8M | $423K |
| 9 | ALVIN AILEY DANCE FOUNDATION, INC. ALVIN AILEY DANCE FOUNDATION, INC. 403(B) RETIREMENT PLAN | NEW YORK NY | 177 | $21.4M | $418K |
| 10 | CONNELLY SCHOOL OF THE HOLY CHILD CONNELLY SCHOOL OF THE HOLY CHILD 403(B) DC PLAN | POTOMAC MD | 100 | $12.3M | $418K |
