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 non-benefit-responsive in their Schedule of Assets, totaling $22.3M 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 | PRACTISING LAW INSTITUTE PLI RETIREMENT SAVINGS PLAN | NEW YORK NY | 322 | $132.5M | $16.2M |
| 2 | DORIS DUKE MANAGEMENT FOUNDATION DORIS DUKE MANAGEMENT FOUNDATION 401(K) PLAN | NEW YORK NY | 116 | $50.3M | $3.2M |
| 3 | AFS USA AFS-USA 403(B)PLAN |
NEW YORK NY |
| 134 |
| $23.6M |
| $2.9M |
