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 Fully Benefit-Responsive Investment Contract in their Schedule of Assets, totaling $11.2M 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 | TRUSTEES OF EMMANUEL COLLEGE EMMANUEL COLLEGE DEFINED CONTRIBUTION PLAN | BOSTON MA | 502 | $121.6M | $4.0M |
| 2 | COMMUNITY LEGAL SERVICES INC COMMUNITY LEGAL SERVICES RETIREMENT PLAN | PHILADELPHIA PA | 230 | $31.9M | $3.7M |
| 3 | THE FAY SCHOOL THE FAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
SOUTHBOROUGH MA |
| 148 |
| $40.2M |
| $2.1M |
| 4 | LAWRENCE ACADEMY LAWRENCE ACADEMY RETIREMENT PLAN | GROTON MA | 126 | $35.3M | $918K |
| 5 | CUSHING ACADEMY CUSHING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | ASHBURNHAM MA | 172 | $53.7M | $450K |