Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TIAA-CREF TIAA Traditional: Non-fully benefit-responsive in their Schedule of Assets, totaling $465.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DUKE UNIVERSITY THE DUKE UNIVERSITY FACULTY AND STAFF RETIREMENT PLAN | DURHAM NC | 49,781 | $11.0B | $446.5M |
| 2 | AMERICAN ENTERPRISE INSTITUTE RETIREMENT PLAN FOR AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | WASHINGTON DC | 359 | $100.3M | $11.8M |
| 3 | GERMAN SCHOOL |
POTOMAC MD |
| 78 |
| $26.2M |
| $5.6M |
| 4 | INSTITUTE FOR SHIPBOARD EDUCATION INSTITUTE FOR SHIPBOARD EDUCATION RETIREMENT PLAN | FORT COLLINS CO | 49 | $6.6M | $1.6M |
| 5 | AMERICAN INSTITUTE OF PHYSICS THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN | COLLEGE PARK MD | 234 | $75.7M | $278K |
