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 Traditional Annuity Contracts - non-fully benefit responsive in their Schedule of Assets, totaling $268.4M 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 | VILLANOVA UNIVERSITY VILLANOVA UNIVERSITY RETIREMENT SAVINGS PLAN | VILLANOVA PA | 3,257 | $1.2B | $200.3M |
| 2 | SWARTHMORE COLLEGE SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN | SWARTHMORE PA | 1,171 | $462.5M | $61.4M |
| 3 | OPTICAL SOCIETY OF AMERICA OPTICAL SOCIETY OF AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN |
WASHINGTON DC |
| 141 |
| $67.4M |
| $6.8M |
