Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TIAA Traditional Annuity Contract Benefit-Responsive in their Schedule of Assets, totaling $507.4M 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 | YALE UNIVERSITY YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN | NEW HAVEN CT | 20,372 | $873.9M | $392.6M |
| 2 | YALE UNIVERSITY YALE UNIVERSITY MATCHING RETIREMENT PLAN | NEW HAVEN CT | 6,135 | $602.0M | $104.3M |
| 3 | FRANCISCAN UNIVERSITY OF STEUBENVILLE FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN |
STEUBENVILLE OH |
| 338 |
| $100.8M |
| $5.9M |
| 4 | UNIVERSITY HEALTH PHYSICIANS UNIVERSITY HEALTH PHYSICIANS 403(B) RETIREMENT PLAN | KANSAS CITY MO | 388 | $253.9M | $4.3M |
| 5 | BAKER UNIVERSITY BAKER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BALDWIN KS | 195 | $34.9M | $285K |