Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding TIAA TIAA Traditional Annuity, Fully Benefit-Responsive in their Schedule of Assets, totaling $78.6M 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 | HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 401(K) SAVINGS AND INVESTMENT PLAN | BOSTON MA | 2,311 | $848.4M | $31.2M |
| 2 | UNIVERSITY OF HARTFORD UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN | WEST HARTFORD CT | 777 | $457.5M | $19.8M |
| 3 |
WALLINGFORD CT |
| 348 |
| $222.7M |
| $15.7M |
| 4 | MOUNT SAINT MARY COLLEGE MOUNT SAINT MARY COLLEGE DEFINED CONTRIBUTION PLAN | NEWBURGH NY | 336 | $96.2M | $6.2M |
| 5 | AVON OLD FARMS SCHOOL , INC. AVON OLD FARMS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | AVON CT | 194 | $56.2M | $2.7M |
| 6 | WGU CORPORATION WGU RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 9,058 | $532.7M | $1.3M |
| 7 | THE WINIFRED MASTERSON BURKE MEDICAL RESEARCH INSTITUTE INC WINIFRED MASTERSON BURKE MEDICAL RESEARCH INSTITUTE 403(B) DC PLAN | WHITE PLAINS NY | 62 | $22.0M | $1.1M |
| 8 | SANTA FE PREPARATORY SCHOOL SANTA FE PREPARATORY SCHOOL DC RETIREMENT PLAN | SANTA FE NM | 135 | $17.6M | $434K |
| 9 | LAKE FOREST ACADEMY LAKE FOREST ACADEMY DEFINED CONTRIBUTION PLAN | LAKE FOREST IL | 164 | $43.8M | $112K |
| 10 | HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. RETIREMENT PLAN | BOSTON MA | 2,182 | $1.3B | $9K |
