Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA Traditional Annuity Contracts FBR in their Schedule of Assets, totaling $14.0M 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 | QUEENS UNIVERSITY OF CHARLOTTE QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN | CHARLOTTE NC | 328 | $66.8M | $12.7M |
| 2 | WINGATE UNIVERSITY WINGATE UNIVERSITY RETIREMENT PLAN | WINGATE NC | 503 | $97.0M | $1.2M |
| 3 | BERRY COLLEGE, INC. BERRY COLLEGE DEFINED CONTRIBUTION PLAN |
MOUNT BERRY GA |
| 679 |
| $162.6M |
| $108K |
