Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive in their Schedule of Assets, totaling $63.2M 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 | 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 | $9.8M |
| 2 | HOLY NAMES UNIVERSITY HOLY NAMES UNIVERSITY DEFINED CONTRIBUTION PLAN | OAKLAND CA | 237 | $28.7M | $5.1M |
| 3 | BROOKSTONE SCHOOL, INC. |
COLUMBUS GA |
| 150 |
| $20.8M |
| $5.0M |
| 4 | LAKE RIDGE ACADEMY LAKE RIDGE ACADEMY TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN | NORTH RIDGEVILLE OH | 74 | $17.8M | $5.0M |
| 5 | THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING DC PLAN | STANFORD CA | 57 | $41.5M | $4.7M |
| 6 | TABOR ACADEMY TABOR ACADEMY DEFINED CONTRIBUTION PLAN | MARION MA | 218 | $70.1M | $4.4M |
| 7 | RANNEY SCHOOL THE RANNEY SCHOOL DC RETIREMENT PLAN | TINTON FALLS NJ | 130 | $25.4M | $4.1M |
| 8 | HEATHWOOD HALL EPISCOPAL SCHOOL HEATHWOOD HALL EPISCOPAL SCHOOL DEFINED CONTRIBUTION PLAN | COLUMBIA SC | — | $0 | $3.8M |
| 9 | WASHINGTON EPISCOPAL SCHOOL WASHINGTON EPISCOPAL SCHOOL TIAA-CREF RETIREMENT PLAN | BETHESDA MD | 85 | $25.1M | $3.3M |
| 10 | PECKHAM, INC. PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | LANSING MI | 1,744 | $53.4M | $2.4M |
