Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TIAA Traditional Benefit Responsive 2 Fixed annuity in their Schedule of Assets, totaling $49.0M 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 | MERCER UNIVERSITY MERCER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MACON GA | 1,938 | $558.7M | $38.8M |
| 2 | THE UNIVERSITY OF PUGET SOUND UNIVERSITY OF PUGET SOUND RETIREMENT SAVINGS PLAN | TACOMA WA | 923 | $354.1M | $10.1M |
| 3 | FACULTY-STUDENT ASSOCIATION OF STATE UNIVERSITY OF NEW YORK AT BUFFALO |
BUFFALO NY |
| 56 |
| $4.9M |
| $52K |
| 4 | SAN FRANCISCO UNIVERSITY HIGH SCHOOL SAN FRANCISCO UNIVERSITY HIGH SCHOOL DC RETIREMENT PLAN | SAN FRANCISCO CA | 128 | $54.5M | $51K |
| 5 | NOTRE DAME DE NAMUR UNIVERSITY NOTRE DAME DE NAMUR UNIVERSITY DC RETIREMENT PLAN | BELMONT CA | 144 | $45.9M | $9K |