Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 110 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive in their Schedule of Assets, totaling $138.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PHILLIPS EXETER ACADEMY PHILLIPS EXETER ACADEMY RETIREMENT PLAN | EXETER NH | 980 | $242.2M | $10.5M |
| 2 | IOLANI SCHOOL IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU HI | 541 | $202.7M | $9.6M |
| 3 | TABOR ACADEMY TABOR ACADEMY DEFINED CONTRIBUTION PLAN |
MARION MA |
| 218 |
| $70.1M |
| $4.4M |
| 4 | DOMINICAN UNIVERSITY OF CALIFORNIA DOMINICAN UNIVERSITY OF CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN | SAN RAFAEL CA | 488 | $101.5M | $4.3M |
| 5 | THE MASTERS SCHOOL THE MASTERS SCHOOL 403(B) DC PLAN | DOBBS FERRY NY | 254 | $63.2M | $3.4M |
| 6 | THE COLLEGE PREPARATORY SCHOOL THE COLLEGE PREPARATORY SCHOOL 403(B) DEFINED CONTRIBUTION PLAN | OAKLAND CA | 93 | $49.7M | $3.4M |
| 7 | CENTER FOR APPLIED LINGUISTICS CENTER FOR APPLIED LINGUISTICS DCRA | WASHINGTON DC | 128 | $28.0M | $3.3M |
| 8 | PALMER TRINITY PRIVATE SCHOOL, INC. PALMER TRINITY SCHOOL 403(B) DC PLAN | PALMETTO BAY FL | 198 | $34.3M | $3.2M |
| 9 | THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN NY | 264 | $111.3M | $3.1M |
| 10 | CALHOUN SCHOOL CALHOUN SCHOOL 403(B) DC PLAN | NEW YORK NY | 135 | $69.0M | $3.0M |
