Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding TIAA Traditional Non-Benefit Responsive 2 Fixed annuity contract in their Schedule of Assets, totaling $40.7M 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 | HARVARD-WESTLAKE SCHOOL HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | STUDIO CITY CA | 364 | $220.8M | $9.2M |
| 2 | LAW SCHOOL ADMISSION COUNCIL LAW SCHOOL ADMISSION COUNCIL DEFINED CONTRIBUTION RETIREMENT PLAN | NEWTOWN PA | 440 | $155.6M | $9.0M |
| 3 | MARIN COUNTRY DAY SCHOOL |
CORTE MADERA CA |
| 205 |
| $65.3M |
| $3.1M |
| 4 | SAINT ANDREW'S SCHOOL OF BOCA RATON, INC SAINT ANDREW'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BOCA RATON FL | 282 | $62.8M | $2.9M |
| 5 | MIAMI COUNTRY DAY SCHOOL MIAMI COUNTRY DAY SCHOOL RETIREMENT PLAN | MIAMI FL | 384 | $52.8M | $2.5M |
| 6 | THAYER ACADEMY THAYER ACADEMY 403(B) RETIREMENT PLAN | BRAINTREE MA | 191 | $90.5M | $2.1M |
| 7 | POLY PREP COUNTRY DAY SCHOOL POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN | BROOKLYN NY | 263 | $103.0M | $2.0M |
| 8 | DEXTER SOUTHFIELD, INC. DEXTER SOUTHFIELD, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLINE MA | 213 | $61.4M | $1.8M |
| 9 | THE EVERGREEN SCHOOL THE EVERGREEN SCHOOL 403(B) DC PLAN | SHORELINE WA | 122 | $31.2M | $1.6M |
| 10 | THE BRANSON SCHOOL THE BRANSON SCHOOL DC RETIREMENT PLAN | ROSS CA | 102 | $40.7M | $1.5M |
