Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA CREF Traditional Annuity in their Schedule of Assets, totaling $6.5M 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 | TRUSTEES OF THE ST. JOHNSBURY ACADEMY ST. JOHNSBURY ACADEMY 403(B) RETIREMENT PLAN | SAINT JOHNSBURY VT | 224 | $41.5M | $4.9M |
| 2 | VALLEY FORGE MILITARY ACADEMY FOUNDATION VALLEY FORGE MILITARY ACADEMY FOUNDATION RETIREMENT PLAN | WAYNE PA | 0 | $5.1M | $1.6M |
| 3 | NATURAL LANDS TRUST, INC. |
MEDIA PA |
| 100 |
| $21.8M |
| $25K |
