Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TIAA and CREF TIAA Traditional Benefit Responsive in their Schedule of Assets, totaling $221.8M 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 | THE MITRE CORPORATION THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN | MCLEAN VA | 12,114 | $5.1B | $155.3M |
| 2 | GONZAGA UNIVERSITY GONZAGA UNIVERSITY 403(B) RETIREMENT PLAN | SPOKANE WA | 2,311 | $521.5M | $53.3M |
| 3 | NYSARC, INC. THE ARC NEW YORK AFFILIATED EMPLOYERS 403(B) PLAN |
LATHAM NY |
| 21,939 |
| $647.6M |
| $6.3M |
| 4 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 760 | $305.3M | $4.2M |
| 5 | PEDIATRIC ACADEMIC ASSOCIATION,INC. PEDIATRIC ACADEMIC ASSOCIATION, INC. 403(B) TAX-SHELTERED ANNUITY PLAN | COLUMBUS OH | 558 | $122.7M | $2.1M |
| 6 | BIOLA UNIVERSITY, INC. BIOLA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LA MIRADA CA | 1,257 | $197.6M | $522K |