Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Tiaa Real Estate Pooled separate accounts - in their Schedule of Assets, totaling $31.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COLGATE UNIVERSITY COLGATE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT | HAMILTON NY | 1,002 | $567.8M | $13.4M |
| 2 | DAVIDSON COLLEGE DAVIDSON COLLEGE RETIREMENT PLAN | DAVIDSON NC | 422 | $205.2M | $5.7M |
| 3 | TRUSTEES OF EMMANUEL COLLEGE EMMANUEL COLLEGE DEFINED CONTRIBUTION PLAN |
BOSTON MA |
| 502 |
| $121.6M |
| $3.8M |
| 4 | ELMIRA COLLEGE ELMIRA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | ELMIRA NY | 209 | $62.4M | $1.6M |
| 5 | AU MEDICAL ASSOCIATES AU MEDICAL ASSOCIATES EMPLOYEES' MONEY PURCHASE PENSION PLAN | AUGUSTA GA | 1,115 | $29.8M | $1.1M |
| 6 | CARDIGAN MOUNTAIN SCHOOL CARDIGAN MOUNTAIN SCHOOL DC RETIREMENT PLAN | CAANAN NH | 124 | $27.1M | $1.0M |
| 7 | OUP USA OUP USA DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 326 | $72.6M | $722K |
| 8 | OUP USA OUP USA TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 514 | $61.2M | $556K |
| 9 | ALBERT EINSTEIN HEALTHCARE NETWORK EINSTEIN MEDICAL CENTER MONTGOMERY RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 2,429 | $127.9M | $537K |
| 10 | WILLIAM PEACE UNIVERSITY WILLIAM PEACE UNIVERSITY RETIREMENT PLAN | RALEIGH NC | 136 | $22.7M | $516K |
