Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TIAA Traditional Fully Benefit-Responsive Annuity Contracts in their Schedule of Assets, totaling $27.7M 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 | SRC, INC. SRC, INC. 403(B) RETIREMENT PLAN | NORTH SYRACUSE NY | 1,217 | $351.3M | $22.4M |
| 2 | SRC VENTURES, INC. SRC VENTURES, INC. 401K RETIREMENT PLAN | NORTH SYRACUSE NY | 235 | $72.9M | $2.9M |
| 3 | UPSTATE CEREBRAL PALSY DBA UPSTATE CARING PARTNERS UPSTATE CARING PARTNERS 403(B) RETIREMENT PLAN |
UTICA NY |
| 1,653 |
| $66.4M |
| $1.5M |
| 4 | FENIMORE ART MUSEUM FENIMORE ART MUSEUM AND THE FARMERS MUSEUM RETIREMENT PLAN | COOPERSTOWN NY | 158 | $10.5M | $679K |
| 5 | SRC, INC. SRC, INC. QUALIFIED RETIREMENT PLAN | NORTH SYRACUSE NY | 1,217 | $289.5M | $149K |
