Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding TIAA Traditional Benefit-Responsive Fund in their Schedule of Assets, totaling $6.6M 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 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN | SAN FRANCISCO CA | 561 | $62.7M | $2.0M |
| 2 | ROBERT LOUIS STEVENSON SCHOOL ROBERT LOUIS STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PEBBLE BEACH CA | 188 | $59.2M | $1.9M |
| 3 | THE INTERNATIONAL SCHOOL OF SAN FRANCISCO |
SAN FRANCISCO CA |
| 135 |
| $47.1M |
| $1.6M |
| 4 | ECOLE BILINGUE ECOLE BILINGUE RETIREMENT PLAN | BERKELEY CA | 112 | $26.8M | $425K |
| 5 | ALCUIN SCHOOL ALCUIN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | DALLAS TX | 133 | $17.4M | $313K |
| 6 | BERKELEY REPERTORY THEATRE BERKELEY REPERTORY THEATRE 403(B) PLAN | BERKELEY CA | 77 | $11.3M | $172K |
| 7 | LAGUNA BLANCA SCHOOL LAGUNA BLANCA SCHOOL DC RETIREMENT PLAN | SANTA BARBARA CA | 225 | $17.3M | $136K |
