Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding TIAA Traditional Non-Benefit-Responsive 2 Fixed Annuity in their Schedule of Assets, totaling $35.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MERCER UNIVERSITY MERCER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MACON GA | 1,938 | $558.7M | $14.4M |
| 2 | THE UNIVERSITY OF PUGET SOUND UNIVERSITY OF PUGET SOUND RETIREMENT SAVINGS PLAN | TACOMA WA | 923 | $354.1M | $12.7M |
| 3 | SAN FRANCISCO UNIVERSITY HIGH SCHOOL |
SAN FRANCISCO CA |
| 128 |
| $54.5M |
| $3.0M |
| 4 | CALIFORNIA COLLEGE OF THE ARTS CALIFORNIA COLLEGE OF THE ARTS RETIREMENT PLAN | SAN FRANCISCO CA | 771 | $90.2M | $2.6M |
| 5 | SAN FRANCISCO MUSEUM OF MODERN ART SAN FRANCISCO MUSEUM OF MODERN ART RETIREMENT PLAN | SAN FRANCISCO CA | 603 | $73.2M | $979K |
| 6 | GOVERNOR DUMMER ACADEMY DBA THE GOVERNOR'S ACADEMY GOVERNOR DUMMER ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | BYFIELD MA | 181 | $65.6M | $962K |
| 7 | NOTRE DAME DE NAMUR UNIVERSITY NOTRE DAME DE NAMUR UNIVERSITY DC RETIREMENT PLAN | BELMONT CA | 144 | $45.9M | $930K |