Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 123 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive in their Schedule of Assets, totaling $226.5M 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 | BRIGHAM YOUNG UNIVERSITY - UTAH BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN | PROVO UT | 325 | $188.7M | $43.1M |
| 2 | PHILLIPS EXETER ACADEMY PHILLIPS EXETER ACADEMY RETIREMENT PLAN | EXETER NH | 980 | $242.2M | $10.5M |
| 3 | PUNAHOU SCHOOL PUNAHOU SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
HONOLULU HI |
| 1,709 |
| $326.2M |
| $10.2M |
| 4 | IOLANI SCHOOL IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU HI | 541 | $202.7M | $9.6M |
| 5 | NASSAU COUNTY AHRC FOUNDATION, INC. ASSOCIATED EMPLOYERS FOR THE HELP OF THE DEVELOPMENTALLY DISABLED 403(B) PLAN | BROOKVILLE NY | 1,729 | $78.2M | $5.8M |
| 6 | PRINCETON UNIVERSITY PRESS PRINCETON UNIVERSITY PRESS DC RETIREMENT PLAN | PRINCETON NJ | 145 | $61.9M | $5.4M |
| 7 | GLENELG COUNTRY SCHOOL GLENELG COUNTRY SCHOOL DC RETIREMENT PLAN | ELLICOTT CITY MD | 157 | $34.5M | $4.8M |
| 8 | CHARLES E. SMITH JEWISH DAY SCHOOL CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN | ROCKVILLE MD | 249 | $95.7M | $4.6M |
| 9 | DOMINICAN UNIVERSITY OF CALIFORNIA DOMINICAN UNIVERSITY OF CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN | SAN RAFAEL CA | 488 | $101.5M | $4.3M |
| 10 | UNIVERSITY OF MOUNT UNION UNIVERSITY OF MOUNT UNION DEFINED CONTRIBUTION RETIREMENT PLAN | ALLIANCE OH | 375 | $103.3M | $3.8M |
