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 Insurance contract in their Schedule of Assets, totaling $27.6M 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 | CHARLES E. SMITH JEWISH DAY SCHOOL CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN | ROCKVILLE MD | 249 | $95.7M | $14.6M |
| 2 | PHILLIPS EXETER ACADEMY PHILLIPS EXETER ACADEMY RETIREMENT PLAN | EXETER NH | 980 | $242.2M | $10.5M |
| 3 | SUN VALLEY COMMUNITY SCHOOL, INC. |
SUN VALLEY ID |
| 144 |
| $28.2M |
| $1.0M |
| 4 | THE ENDOCRINE SOCIETY THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 72 | $31.2M | $716K |
| 5 | THE PIKE SCHOOL, INC. THE PIKE SCHOOL, INC. RETIREMENT PLAN | ANDOVER MA | 142 | $35.5M | $570K |
| 6 | THE GORDON SCHOOL THE GORDON SCHOOL 403(B) RETIREMENT PLAN | EAST PROVIDENCE RI | 83 | $22.8M | $143K |
| 7 | GENERATION US GENERATION US RETIREMENT PLAN | AUGUSTA ME | 180 | $12.2M | $7K |
