Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 in their Schedule of Assets, totaling $7.5M 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 | TABOR ACADEMY TABOR ACADEMY DEFINED CONTRIBUTION PLAN | MARION MA | 218 | $70.1M | $1.5M |
| 2 | PECKHAM, INC. PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | LANSING MI | 1,744 | $53.4M | $1.1M |
| 3 | NOTRE DAME DE NAMUR UNIVERSITY NOTRE DAME DE NAMUR UNIVERSITY DC RETIREMENT PLAN |
BELMONT CA |
| 144 |
| $45.9M |
| $930K |
| 4 | ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 217 | $21.5M | $869K |
| 5 | WASHINGTON EPISCOPAL SCHOOL WASHINGTON EPISCOPAL SCHOOL TIAA-CREF RETIREMENT PLAN | BETHESDA MD | 85 | $25.1M | $580K |
| 6 | WESTMINSTER CANTERBURY OF THE BLUE RIDGE WESTMINSTER-CANTERBURY OF THE BLUE RIDGE 403(B) PLAN | CHARLOTTESVILLE VA | 294 | $16.5M | $553K |
| 7 | 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 | $463K |
| 8 | HOLY NAMES UNIVERSITY HOLY NAMES UNIVERSITY DEFINED CONTRIBUTION PLAN | OAKLAND CA | 237 | $28.7M | $393K |
| 9 | THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING DC PLAN | STANFORD CA | 57 | $41.5M | $316K |
| 10 | BROOKSTONE SCHOOL, INC. BROOKSTONE SCHOOL, INC. RETIREMENT PLAN | COLUMBUS GA | 150 | $20.8M | $256K |
