Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding TIAA Traditional Annuity Contract (FBR) in their Schedule of Assets, totaling $7.3M 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 | GLENELG COUNTRY SCHOOL GLENELG COUNTRY SCHOOL DC RETIREMENT PLAN | ELLICOTT CITY MD | 157 | $34.5M | $4.8M |
| 2 | ATLANTA INTERNATIONAL SCHOOL ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN | ATLANTA GA | 277 | $43.3M | $1.1M |
| 3 | THE ALFRED & ADELE DAVIS ACADEMY |
ATLANTA GA |
| 95 |
| $18.9M |
| $446K |
| 4 | WHITEFIELD ACADEMY WHITEFIELD ACADEMY 403(B) PLAN | MABLETON GA | 167 | $14.2M | $392K |
| 5 | AVERY COONLEY SCHOOL AVERY COONLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | DOWNERS GROVE IL | 76 | $20.7M | $286K |
| 6 | ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN | ATLANTA GA | 66 | $8.9M | $151K |
| 7 | MOUNT VERNON PRESBYTERIAN SCHOOL INC. MOUNT VERNON PRESBYTERIAN SCHOOL, INC. RETIREMENT PLAN | ATLANTA GA | 523 | $22.1M | $131K |
| 8 | GREATER ATLANTA CHRISTIAN SCHOOLS, INC. GREATER ATLANTA CHRISTIAN SCHOOLS, INC. RETIREMENT PLAN | NORCROSS GA | 542 | $34.2M | $27K |
| 9 | THE ATLANTA BOTANICAL GARDEN, INC. THE ATLANTA BOTANICAL GARDEN, INC. 403(B) RETIREMENT SAVINGS PLAN | ATLANTA GA | 199 | $8.1M | $9K |
