Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding TIAA TIAA Traditional (contract value) in their Schedule of Assets, totaling $134.1M 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 | THE DALTON SCHOOLS, INC. THE DALTON SCHOOLS, INC. RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 370 | $260.5M | $54.8M |
| 2 | THE BREARLEY SCHOOL THE BREARLEY SCHOOL RETIREMENT PLAN | NEW YORK NY | 364 | $139.1M | $27.6M |
| 3 | MODERN LANGUAGE ASSOCIATION OF AMERICA MODERN LANGUAGE ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN |
NEW YORK NY |
| 89 |
| $56.6M |
| $18.9M |
| 4 | HACKLEY SCHOOL HACKLEY SCHOOL 403(B) DC AND TDA PLAN | TARRYTOWN NY | 265 | $109.1M | $14.8M |
| 5 | THE ANDREW W. MELLON FOUNDATION THE ANDREW W. MELLON FOUNDATION RETIREMENT PLAN | NEW YORK NY | 185 | $71.2M | $6.7M |
| 6 | WORLD EDUCATION SERVICES, INC. WORLD EDUCATION SERVICES, INC. 403(B) TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 269 | $38.5M | $4.5M |
| 7 | CENTER FOR URBAN COMMUNITY SERVICES INC. CENTER FOR URBAN COMMUNITY SERVICES INC. 403(B) DC PLAN | NEW YORK NY | 309 | $19.6M | $3.7M |
| 8 | WORLD EDUCATION SERVICES, INC. WORLD EDUCATION SERVICES, INC. 401(A) DC PLAN | NEW YORK NY | 262 | $17.1M | $2.1M |
| 9 | THE ANDREW W. MELLON FOUNDATION THE ANDREW W. MELLON FOUNDATION SAVINGS PLAN | NEW YORK NY | 185 | $27.1M | $850K |
