Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding TIAA Traditional Annuity in their Schedule of Assets, totaling $378.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FORD FOUNDATION FORD FOUNDATION RETIREMENT PLAN | NEW YORK NY | 66 | $298.4M | $88.6M |
| 2 | CARLETON COLLEGE CARLETON COLLEGE DEFINED CONTRIBUTION PLAN | NORTHFIELD MN | 930 | $396.7M | $86.1M |
| 3 | PRESIDENT AND TRUSTEES OF BATES COLLEGE BATES COLLEGE MONEY PURCHASE PENSION PLAN |
LEWISTON ME |
| 750 |
| $173.0M |
| $42.2M |
| 4 | CARTHAGE COLLEGE CARTHAGE COLLEGE DEFINED CONTRIBUTION PLAN | KENOSHA WI | 510 | $131.4M | $24.8M |
| 5 | CALIFORNIA WESTERN SCHOOL OF LAW CALIFORNIA WESTERN SCHOOL OF LAW DEFINED CONTRIBUTION RETIREMENT PLAN | SAN DIEGO CA | 110 | $72.4M | $22.2M |
| 6 | MID-PACIFIC INSTITUTE MID-PACIFIC INSTITUTE 403(B) RETIREMENT PLAN | HONOLULU HI | 216 | $84.0M | $20.0M |
| 7 | BELOIT COLLEGE BELOIT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | BELOIT WI | 230 | $60.5M | $17.7M |
| 8 | LA JOLLA COUNTRY DAY SCHOOL LA JOLLA COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LA JOLLA CA | 249 | $91.8M | $14.2M |
| 9 | EXCELSIOR UNIVERSITY THE EXCELSIOR UNIVERSITY RETIREMENT PLAN | ALBANY NY | 900 | $64.2M | $11.2M |
| 10 | ERIKSON INSTITUTE ERIKSON INSTITUTE DC RETIREMENT PLAN | CHICAGO IL | 230 | $43.3M | $8.0M |
