Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 87 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive 2 - in their Schedule of Assets, totaling $109.5M 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 | BRENTWOOD SCHOOL BRENTWOOD SCHOOL RETIREMENT PLAN | LOS ANGELES CA | 367 | $99.8M | $13.2M |
| 2 | CALIFORNIA ASSOCIATION FOR RESEARCH IN ASTRONOMY W. M. KECK OBSERVATORY 403(B) RETIREMENT PLAN | KAMUELA HI | 147 | $80.8M | $12.2M |
| 3 | QUEENS UNIVERSITY OF CHARLOTTE QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN |
CHARLOTTE NC |
| 328 |
| $66.8M |
| $11.0M |
| 4 | CHARLES E. SMITH JEWISH DAY SCHOOL CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN | ROCKVILLE MD | 249 | $95.7M | $10.0M |
| 5 | CENTRAL VIRGINIA HEALTH SERVICES, INC. CENTRAL VIRGINIA HEALTH SERVICES INC. TAX SHELTER ANNUITY RETIREMENT PLAN | NEW CANTON VA | 540 | $40.0M | $9.0M |
| 6 | PUNAHOU SCHOOL PUNAHOU SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU HI | 1,709 | $326.2M | $7.5M |
| 7 | ASSOCIATION OF INDEPENDENT KENTUCKY COLLEGES AND UNIVERSITIES ASSOCIATION OF INDEPENDENT KENTUCKY COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | FRANKFORT KY | 1,301 | $80.9M | $7.5M |
| 8 | PUBLIC POLICY INSTITUTE OF CALIFORNIA PUBLIC POLICY INSTITUTE OF CA DC RETIREMENT PLAN | SAN FRANCISCO CA | 104 | $54.0M | $3.5M |
| 9 | AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE, INC. DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE, INC. | NEW YORK NY | 73 | $21.1M | $3.1M |
| 10 | POINT LOMA NAZARENE UNIVERSITY POINT LOMA NAZARENE UNIVERSITY RETIREMENT PLAN | SAN DIEGO CA | 644 | $170.7M | $2.9M |
