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 contracts in their Schedule of Assets, totaling $791.1M 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 | UNIVERSITY OF ROCHESTER UNIVERSITY OF ROCHESTER RETIREMENT PROGRAM | ROCHESTER NY | 30,335 | $7.2B | $701.1M |
| 2 | CLARKSON UNIVERSITY CLARKSON UNIVERSITY PENSION PLAN | POTSDAM NY | 772 | $372.7M | $59.0M |
| 3 | ELMIRA COLLEGE ELMIRA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN |
ELMIRA NY |
| 209 |
| $62.4M |
| $18.1M |
| 4 | THE HARLEY SCHOOL THE HARLEY SCHOOL DC PLAN | ROCHESTER NY | 182 | $35.6M | $6.8M |
| 5 | UPSTATE CEREBRAL PALSY DBA UPSTATE CARING PARTNERS UPSTATE CARING PARTNERS 403(B) RETIREMENT PLAN | UTICA NY | 1,653 | $66.4M | $4.3M |
| 6 | THE GUTHRIE CLINIC GUTHRIE 401(K) RETIREMENT SAVINGS PLAN | SAYRE PA | 117 | $222.9M | $954K |
| 7 | NEW YORK STATE TECHNOLOGY ENTERPRISE CORPORATION NEW YORK STATE TECHNOLOGY ENTERPRISE CORPORATION 403B RETIREMENT PLAN | ROME NY | 381 | $72.0M | $877K |