Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fixed annuity contracts * TIAA TIAA-Traditional Annuity Account - Non-Fully Benefit-Responsive in their Schedule of Assets, totaling $102.7M 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 | WESTERN NEW ENGLAND UNIVERSITY WESTERN NEW ENGLAND UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SPRINGFIELD MA | 865 | $287.5M | $72.3M |
| 2 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 | $317.9M | $24.5M |
| 3 | MYSTIC SEAPORT MUSEUM, INC. |
MYSTIC CT |
| 222 |
| $26.8M |
| $5.8M |
