Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding TIAA Traditional Benefit-Responsive Insurance Company General Contract in their Schedule of Assets, totaling $386.3M 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 | CALIFORNIA INSTITUTE OF TECHNOLOGY CALTECH VOLUNTARY RETIREMENT PLAN | PASADENA CA | 7,880 | $2.3B | $338.6M |
| 2 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST SUPPLEMENTAL RETIREMENT ACCOUNT | SEATTLE WA | 611 | $112.0M | $13.8M |
| 3 | CANISIUS UNIVERSITY CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF |
BUFFALO NY |
| 579 |
| $249.2M |
| $12.2M |
| 4 | WHEATON COLLEGE WHEATON COLLEGE RETIREMENT PLAN | NORTON MA | 593 | $213.5M | $5.9M |
| 5 | NOBLE AND GREENOUGH SCHOOL NOBLE AND GREENOUGH SCHOOL RETIREMENT PLAN | DEDHAM MA | 209 | $144.5M | $4.5M |
| 6 | TRUSTEES AND TREASURER OF PIERPONT MORGAN LIBRARY THE MORGAN LIBRARY AND MUSEUM 403(B) DC PLAN | NEW YORK NY | 120 | $59.0M | $3.0M |
| 7 | GORDON COLLEGE GORDON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | WENHAM MA | 344 | $108.2M | $2.6M |
| 8 | CALIFORNIA ACADEMY OF SCIENCES CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN | SAN FRANCISCO CA | 611 | $94.7M | $1.8M |
| 9 | THE MOUNT DESERT ISLAND BIOLOGICAL LABORATORY MOUNT DESERT ISLAND BIOLOGICAL LABORATORY 403(B) DEFINED CONTRIBUTION PLAN | SALISBURY COVE ME | 86 | $15.9M | $1.4M |
| 10 | GEORGE WALTON ACADEMY, INC GEORGE WALTON ACADEMY 403(B) DC PLAN | MONROE GA | 175 | $18.8M | $1.3M |
