Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TIAA Traditional Benefit-Responsive Annuity contracts in their Schedule of Assets, totaling $398.7M 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 | UNIVERSITY OF ROCHESTER UNIVERSITY OF ROCHESTER RETIREMENT PROGRAM | ROCHESTER NY | 30,335 | $7.2B | $370.3M |
| 2 | CLARKSON UNIVERSITY CLARKSON UNIVERSITY PENSION PLAN | POTSDAM NY | 772 | $372.7M | $15.6M |
| 3 | ST. MARY'S UNIVERSITY ST. MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
SAN ANTONIO TX |
| 707 |
| $192.2M |
| $4.5M |
| 4 | ELMIRA COLLEGE ELMIRA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | ELMIRA NY | 209 | $62.4M | $4.2M |
| 5 | THE HARLEY SCHOOL THE HARLEY SCHOOL DC PLAN | ROCHESTER NY | 182 | $35.6M | $4.1M |
| 6 | THE GUTHRIE CLINIC GUTHRIE 401(K) RETIREMENT SAVINGS PLAN | SAYRE PA | 117 | $222.9M | $10K |