Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FBR Insurance Annuity Contract * TIAA Traditional Annuity in their Schedule of Assets, totaling $1.8M 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 | ROLAND PARK COUNTRY SCHOOL, INC. ROLAND PARK COUNTRY SCHOOL RETIREMENT PLAN | BALTIMORE MD | 235 | $47.6M | $1.5M |
| 2 | SEVERN SCHOOL, INC. SEVERN SCHOOL 403(B) RETIREMENT PLAN | SEVERNA PARK MD | 215 | $56.6M | $179K |
| 3 | THE BOYS LATIN SCHOOL OF MARYLAND, INC. THE BOYS' LATIN SCHOOL RETIREMENT PLAN |
BALTIMORE MD |
| 135 |
| $48.3M |
| $97K |
