Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive in their Schedule of Assets, totaling $19.6M 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 | $4.4M |
| 2 | THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 98 | $51.5M | $2.2M |
| 3 | PECKHAM, INC. PECKHAM, INC. 403(B) TDA PLAN |
LANSING MI |
| 3,928 |
| $57.3M |
| $2.2M |
| 4 | HOLY NAMES UNIVERSITY HOLY NAMES UNIVERSITY DEFINED CONTRIBUTION PLAN | OAKLAND CA | 237 | $28.7M | $1.1M |
| 5 | ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 217 | $21.5M | $1.0M |
| 6 | CONNELLY SCHOOL OF THE HOLY CHILD CONNELLY SCHOOL OF THE HOLY CHILD 403(B) DC PLAN | POTOMAC MD | 100 | $12.3M | $1.0M |
| 7 | THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING DC PLAN | STANFORD CA | 57 | $41.5M | $1.0M |
| 8 | OJAI VALLEY SCHOOL, INC. OJAI VALLEY SCHOOL EMPLOYEE VOLUNTARY RETIREMENT PLAN | OJAI CA | 88 | $6.7M | $1000K |
| 9 | THE BRANDEIS SCHOOL OF SAN FRANCISCO THE BRANDEIS SCHOOL OF SAN FRANCISCO RETIREMENT PLAN | SAN FRANCISCO CA | 181 | $21.6M | $859K |
| 10 | LAKE RIDGE ACADEMY LAKE RIDGE ACADEMY TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN | NORTH RIDGEVILLE OH | 74 | $17.8M | $781K |
