Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TIAA-CREF TIAA Traditional Benefit Responsive Annuity in their Schedule of Assets, totaling $8.8M 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 | GERMANTOWN ACADEMY GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN | FORT WASHINGTON PA | 318 | $101.9M | $3.4M |
| 2 | THE HAVERFORD SCHOOL THE HAVERFORD SCHOOL 403(B) PLAN | HAVERFORD PA | 192 | $101.5M | $2.7M |
| 3 | SPRINGSIDE CHESTNUT HILL ACADEMY SPRINGSIDE CHESTNUT HILL ACADEMY 403(B) RETIREMENT PLAN |
PHILADELPHIA PA |
| 249 |
| $88.4M |
| $1.2M |
| 4 | HELEN KELLER INTERNATIONAL, INC. HELEN KELLER INTERNATIONAL, INC. RETIREMENT PLAN | NEW YORK NY | 117 | $34.5M | $867K |
| 5 | FRIENDS SELECT SCHOOL FRIENDS SELECT SCHOOL RETIREMENT PLAN | PHILADELPHIA PA | 137 | $42.6M | $496K |
| 6 | CAIRN UNIVERSITY CAIRN UNIVERSITY 403(B) PLAN | LANGHORNE PA | 324 | $20.8M | $73K |