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 Fixed Annuity Contracts in their Schedule of Assets, totaling $123.7M 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 | TRINITY COLLEGE TRINITY COLLEGE 403(B) RETIREMENT PLAN | HARTFORD CT | 688 | $381.4M | $24.3M |
| 2 | UTICA UNIVERSITY UTICA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | UTICA NY | 1,079 | $148.0M | $17.7M |
| 3 | THE REED COLLEGE REED COLLEGE RETIREMENT PLAN |
PORTLAND OR |
| 653 |
| $254.9M |
| $16.0M |
| 4 | THE HOTCHKISS SCHOOL THE HOTCHKISS SCHOOL 403(B) RETIREMENT PLAN | LAKEVILLE CT | 386 | $183.9M | $12.1M |
| 5 | GREENS FARMS ACADEMY, INC. GREENS FARMS ACADEMY DEFINED CONTRIBUTION PLAN | WESTPORT CT | 292 | $63.7M | $9.9M |
| 6 | THE TAFT SCHOOL THE TAFT SCHOOL 403(B) RETIREMENT PLAN | WATERTOWN CT | 258 | $120.9M | $8.2M |
| 7 | CONNECTICUT INSTITUTE FOR THE BLIND CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN | HARTFORD CT | 1,007 | $77.5M | $6.8M |
| 8 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $5.9M |
| 9 | THE SPENCE SCHOOL THE SPENCE SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 343 | $137.3M | $4.7M |
| 10 | CURRY COLLEGE CURRY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | MILTON MA | 669 | $144.1M | $4.4M |
