Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TIAA Non Fully Benefit Responsive Traditional Annuity in their Schedule of Assets, totaling $159.6M 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 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $87.8M |
| 2 | GETTYSBURG COLLEGE GETTYSBURG COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | GETTYSBURG PA | 780 | $179.7M | $40.8M |
| 3 | POINT LOMA NAZARENE UNIVERSITY |
SAN DIEGO CA |
| 644 |
| $170.7M |
| $24.4M |
| 4 | GETTYSBURG COLLEGE GETTYSBURG COLLEGE TAX DEFERRED ANNUITY PLAN | GETTYSBURG PA | 635 | $100.0M | $5.5M |
| 5 | YOUTH CONSULTATION SERVICE INC. YOUTH CONSULTATION SERVICE TAX SHELTERED ANNUITY PLAN | NEWARK NJ | 1,123 | $33.8M | $1.0M |