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 in their Schedule of Assets, totaling $76.1M 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 | HAMPTON UNIVERSITY HAMPTON UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | HAMPTON VA | 536 | $132.7M | $37.3M |
| 2 | PACIFIC UNIVERSITY PACIFIC UNIVERSITY SECTION 403(B) PLAN | FOREST GROVE OR | 1,342 | $243.3M | $22.2M |
| 3 | NEW YORK ACADEMY OF SCIENCES NEW YORK ACADEMY OF SCIENCES RA PLAN |
NEW YORK NY |
| 67 |
| $32.7M |
| $7.4M |
| 4 | ADLER UNIVERSITY ADLER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 232 | $31.3M | $2.2M |
| 5 | THE MARSHALL SCHOOL THE MARSHALL SCHOOL DC PLAN | DULUTH MN | 95 | $11.6M | $1.9M |
| 6 | STEVENS COOPERATIVE SCHOOL STEVENS COOPERATIVE SCHOOL 403B PLAN | HOBOKEN NJ | 108 | $10.7M | $1.9M |
| 7 | THE PEMBROKE HILL SCHOOL PEMBROKE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | KANSAS CITY MO | 214 | $60.2M | $1.1M |
| 8 | ARIZONA-SONORA DESERT MUSEUM, INC. ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN | TUCSON AZ | 183 | $9.9M | $922K |
| 9 | AMERICAN SOCIETY OF MECHANICAL ENGINEERS AMERICAN SOCIETY OF MECHANICAL ENGINEERS DC PENSION PLAN | NEW YORK NY | 96 | $5.2M | $909K |
| 10 | LOS ANGELES COUNTY MUSEUM OF NATURAL HISTORY FOUNDATION NATURAL HISTORY MUSEUM FOUNDATION RETIREMENT PLAN | LOS ANGELES CA | 744 | $52.0M | $290K |
