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 Annuity contract - in their Schedule of Assets, totaling $81.5M 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 | ST. MARY'S UNIVERSITY ST. MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SAN ANTONIO TX | 707 | $192.2M | $35.6M |
| 2 | LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER DEFINED CONTRIBUTION PLAN | TORRANCE CA | 408 | $149.3M | $22.2M |
| 3 |
TORRANCE CA |
| 123 |
| $51.2M |
| $14.3M |
| 4 | ROESSLER CHADWICK FOUNDATION ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN | PALOS VERDES CA | 316 | $63.5M | $6.8M |
| 5 | WILDWOOD SCHOOL WILDWOOD SCHOOL INC. DC RETIREMENT PLAN | LOS ANGELES CA | 159 | $46.4M | $2.1M |
| 6 | SALINA HEALTH EDUCATION FOUNDATION, INC. SALINA HEALTH EDUCATION FOUNDATION, INC. 403B PLAN & TRUST | SALINA KS | 154 | $14.8M | $270K |
| 7 | FAMILIES AND COMMUNITIES RISIN FAMILIES AND COMMUNITIES RISIN 401(K) PROFIT SHARING PLAN & TRUST | DURHAM NC | 157 | $7.9M | $235K |
