Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA Traditional Benefit-responsive fixed rate annuities in their Schedule of Assets, totaling $28.9M 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 | ASSOCIATED UNIVERSITIES INC. AUI SUPPLEMENTAL RETIREMENT ANNUITY PLAN - AUI/NRAO TDA PLAN | VIENNA VA | 627 | $168.5M | $23.0M |
| 2 | MCPHS UNIVERSITY MCPHS UNIVERSITY TAX DEFERRED ANNUITY PLAN | BOSTON MA | 1,761 | $124.2M | $4.8M |
| 3 | THE FENN SCHOOL INC. THE FENN SCHOOL TDA AND RETIREMENT PLAN |
CONCORD MA |
| 102 |
| $42.0M |
| $1.1M |