Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TIAA and CREF TIAA Traditional Annuity in their Schedule of Assets, totaling $98.0M 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 | NORWICH UNIVERSITY NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHFIELD VT | 1,016 | $175.8M | $50.6M |
| 2 | SAINT ANSELM COLLEGE SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | MANCHESTER NH | 519 | $133.3M | $22.2M |
| 3 | NEW ENGLAND COLLEGE |
HENNIKER NH |
| 279 |
| $50.7M |
| $14.5M |
| 4 | BREWSTER ACADEMY BREWSTER ACADEMY RETIREMENT PLAN | WOLFEBORO NH | 154 | $32.1M | $6.9M |
| 5 | PEDIATRIC ACADEMIC ASSOCIATION,INC. PEDIATRIC ACADEMIC ASSOCIATION, INC. DEFINED CONTRIBUTION PLAN | COLUMBUS OH | 520 | $187.4M | $3.9M |