Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding TIAA* TIAA-Traditional Annuity in their Schedule of Assets, totaling $134.3M 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 | 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 | CRANBROOK EDUCATIONAL COMMUNITY CRANBROOK EDUCATIONAL COMMUNITY SECTION 403(B) PLAN |
BLOOMFIELD HILLS MI |
| 860 |
| $79.3M |
| $15.7M |
| 4 | THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 98 | $51.5M | $13.3M |
| 5 | NEWARK ACADEMY TRUSTEES NEWARK ACADEMY DC RETIREMENT PLAN | LIVINGSTON NJ | 133 | $54.7M | $12.4M |
| 6 | CRANBROOK EDUCATIONAL COMMUNITY CRANBROOK EDUCATIONAL COMMUNITY RETIREMENT PLAN AND TRUST | BLOOMFIELD HILLS MI | 543 | $75.0M | $12.1M |
| 7 | NEW YORK ACADEMY OF SCIENCES NEW YORK ACADEMY OF SCIENCES RA PLAN | NEW YORK NY | 67 | $32.7M | $7.4M |
| 8 | NEWARK ACADEMY TRUSTEES NEWARK ACADEMY TDA | LIVINGSTON NJ | 147 | $16.7M | $3.3M |
| 9 | SPURWINK SERVICES, INC. SPURWINK SERVICES 403(B) PLAN | PORTLAND ME | 1,215 | $31.3M | $2.3M |
| 10 | ADLER UNIVERSITY ADLER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 232 | $31.3M | $2.2M |
