Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA Traditional Fully Benefit-Responsive Annuity contracts in their Schedule of Assets, totaling $3.7M 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 | NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC. NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC. RETIREMENT PLAN | COOPERSTOWN NY | 95 | $30.7M | $1.6M |
| 2 | UPSTATE CEREBRAL PALSY DBA UPSTATE CARING PARTNERS UPSTATE CARING PARTNERS 403(B) RETIREMENT PLAN | UTICA NY | 1,653 | $66.4M | $1.5M |
| 3 | FENIMORE ART MUSEUM |
COOPERSTOWN NY |
| 158 |
| $10.5M |
| $679K |