Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding TIAA Traditional annuity - non-benefit responsive in their Schedule of Assets, totaling $399.3M 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 | NEW YORK INSTITUTE OF TECHNOLOGY NEW YORK INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION RETIREMENT PLAN | OLD WESTBURY NY | 1,142 | $550.4M | $104.4M |
| 2 | ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE 403(B) PLAN | NORTH CHICAGO IL | 989 | $216.9M | $46.9M |
| 3 |
ST. PAUL MN |
| 1,014 |
| $178.2M |
| $27.3M |
| 4 | LAKE FOREST COLLEGE LAKE FOREST COLLEGE RETIREMENT PLAN FOR FACULTY AND STAFF | LAKE FOREST IL | 355 | $143.2M | $26.0M |
| 5 | CLARK ATLANTA UNIVERSITY CLARK ATLANTA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ATLANTA GA | 685 | $120.2M | $24.7M |
| 6 | BUCKINGHAM BROWNE & NICHOLS SCHOOL BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN | CAMBRIDGE MA | 358 | $142.1M | $23.4M |
| 7 | WASHINGTON COLLEGE WASHINGTON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | CHESTERTOWN MD | 519 | $103.7M | $20.2M |
| 8 | OKLAHOMA MEDICAL RESEARCH FOUNDATION OKLAHOMA MEDICAL RESEARCH FOUNDATION FOR FULL-TIME EMPLOYEES | OKLAHOMA CITY OK | 519 | $90.3M | $16.6M |
| 9 | IIT RESEARCH INSTITUTE IIT RESEARCH INSTITUTE EMPLOYEES' TAX SHELTERED ANNUITY PLAN | CHICAGO IL | 114 | $107.6M | $15.4M |
| 10 | ST. PAUL'S SCHOOL ST. PAUL'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CONCORD NH | 318 | $103.4M | $14.1M |
