Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding TIAA TIAA Traditional Fully Benefit-Responsive in their Schedule of Assets, totaling $25.4M 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 | WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES WAICU RETIREMENT READINESS PLAN | MADISON WI | 1,904 | $418.0M | $10.3M |
| 2 | SOUTHWESTERN UNIVERSITY SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES | GEORGETOWN TX | 461 | $117.0M | $5.7M |
| 3 | EDUCATIONAL TESTING SERVICE |
PRINCETON NJ |
| 3,512 |
| $982.3M |
| $5.7M |
| 4 | SAINT ELIZABETH UNIVERSITY SAINT ELIZABETH UNIVERSITY DEFINED CONTRIBUTION PL | MORRISTOWN NJ | 335 | $24.6M | $2.1M |
| 5 | CATAWBA COLLEGE CATAWBA COLLEGE RETIREMENT PLAN | SALISBURY NC | 398 | $46.9M | $1.3M |
| 6 | THE BARNES FOUNDATION THE BARNES FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 204 | $12.4M | $189K |
| 7 | CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 165 | $45.9M | $162K |
