Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Non‐FBR Insurance Annuity Contract * TIAA Traditional Annuity in their Schedule of Assets, totaling $29.0M 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 | SEVERN SCHOOL, INC. SEVERN SCHOOL 403(B) RETIREMENT PLAN | SEVERNA PARK MD | 215 | $56.6M | $10.0M |
| 2 | THE PARK SCHOOL OF BALTIMORE, INC. THE PARK SCHOOL ANNUITY PLAN | BALTIMORE MD | 215 | $62.0M | $8.3M |
| 3 | ROLAND PARK COUNTRY SCHOOL, INC. ROLAND PARK COUNTRY SCHOOL RETIREMENT PLAN |
BALTIMORE MD |
| 235 |
| $47.6M |
| $7.4M |
| 4 | CHILD TRENDS, INC. CHILD TRENDS 403(B) PLAN | ROCKVILLE MD | 246 | $50.9M | $3.3M |
