Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 103 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive 2 - $ in their Schedule of Assets, totaling $104.8M 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 | PUNAHOU SCHOOL PUNAHOU SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU HI | 1,709 | $326.2M | $6.2M |
| 2 | THE SPENCE SCHOOL THE SPENCE SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 343 | $137.3M | $5.8M |
| 3 | POINT LOMA NAZARENE UNIVERSITY POINT LOMA NAZARENE UNIVERSITY RETIREMENT PLAN |
SAN DIEGO CA |
| 644 |
| $170.7M |
| $5.3M |
| 4 | DOMINICAN UNIVERSITY OF CALIFORNIA DOMINICAN UNIVERSITY OF CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN | SAN RAFAEL CA | 488 | $101.5M | $4.4M |
| 5 | THE NIGHTINGALE-BAMFORD SCHOOL THE NIGHTINGALE-BAMFORD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 207 | $110.3M | $4.0M |
| 6 | SAINT FRANCIS UNIVERSITY SAINT FRANCIS UNIVERSITY RETIREMENT PLAN | LORETTO PA | 473 | $127.9M | $3.7M |
| 7 | DWIGHT-ENGLEWOOD SCHOOL DWIGHT ENGLEWOOD SCHOOL 403(B) RETIREMENT SAVINGS PLAN | ENGLEWOOD NJ | 241 | $90.2M | $3.4M |
| 8 | MARIN COUNTRY DAY SCHOOL MARIN COUNTRY DAY SCHOOL DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN | CORTE MADERA CA | 205 | $65.3M | $3.1M |
| 9 | CALIFORNIA ASSOCIATION FOR RESEARCH IN ASTRONOMY W. M. KECK OBSERVATORY 403(B) RETIREMENT PLAN | KAMUELA HI | 147 | $80.8M | $3.0M |
| 10 | UNIVERSITY OF MOUNT UNION UNIVERSITY OF MOUNT UNION DEFINED CONTRIBUTION RETIREMENT PLAN | ALLIANCE OH | 375 | $103.3M | $2.7M |
