Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fixed annuity contracts * TIAA Traditional Benefit Responsive in their Schedule of Assets, totaling $49.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRIGHAM YOUNG UNIVERSITY - UTAH BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN | PROVO UT | 325 | $188.7M | $43.1M |
| 2 | ADELPHI UNIVERSITY ADELPHI UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | GARDEN CITY NY | 1,256 | $473.2M | $3.5M |
| 3 | THE PRAIRIE SCHOOL |
RACINE WI |
| 121 |
| $32.4M |
| $1.2M |
| 4 | UNIVERSITY OF DALLAS UNIVERSITY OF DALLAS DEFINED CONTRIBUTION RETIREMENT PLAN | IRVING TX | 422 | $99.2M | $1.1M |
| 5 | TAMPA PREPARATORY SCHOOL, INC. TAMPA PREPARATORY SCHOOL TIAA-CREF RETIREMENT PLAN | TAMPA FL | 108 | $24.7M | $62K |