Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding TIAA Traditional benefit responsive annuity in their Schedule of Assets, totaling $113.7M 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 | SOUTHWEST RESEARCH INSTITUTE SOUTHWEST RESEARCH INSTITUTE RETIREMENT PLAN | SAN ANTONIO TX | 3,229 | $1.7B | $60.9M |
| 2 | NEUMANN UNIVERSITY NEUMANN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ASTON PA | 452 | $63.4M | $12.9M |
| 3 | CAMPBELL UNIVERSITY |
BUIES CREEK NC |
| 1,862 |
| $198.8M |
| $11.7M |
| 4 | DREW UNIVERSITY DREW UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED PLAN | MADISON NJ | 726 | $230.5M | $9.1M |
| 5 | THE UNIVERSITY OF CHARLESTON INC. UNIVERSITY OF CHARLESTON RETIREMENT PLAN | CHARLESTON WV | 266 | $50.8M | $3.8M |
| 6 | GUILFORD COLLEGE GUILFORD COLLEGE DEFINED CONTRIBUTION PLAN | GREENSBORO NC | 293 | $82.8M | $2.6M |
| 7 | KECK GRADUATE INSTITUTE KECK GRADUATE INSTITUTE OF APPLIED LIFE SCIENCES ACADEMIC RETIREMENT PLAN | CLAREMONT CA | 231 | $50.8M | $1.9M |
| 8 | SALEM ACADEMY AND COLLEGE SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN | WINSTON-SALEM NC | 160 | $8.9M | $1.4M |
| 9 | NORTH SHORE COUNTRY DAY SCHOOL NORTH SHORE COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WINNETKA IL | 144 | $45.3M | $1.4M |
| 10 | UNIVERSITY OF THE OZARKS UNIVERSITY OF THE OZARKS DEFINED CONTRIBUTION RETIREMENT PLAN | CLARKSVILLE AR | 335 | $25.1M | $1.1M |
