Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding TIAA traditional non-benefit responsive Fixed annuity contract in their Schedule of Assets, totaling $657.7M 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 | UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN | BIRMINGHAM AL | 5,019 | $1.6B | $167.8M |
| 2 | TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 10,830 | $876.1M | $118.1M |
| 3 |
LEXINGTON VA |
| 1,044 |
| $436.9M |
| $83.6M |
| 4 | ST. LAWRENCE UNIVERSITY ST. LAWRENCE UNIVERSITY 403(B) RETIREMENT PLAN | CANTON NY | 707 | $345.6M | $80.5M |
| 5 | BRYN MAWR COLLEGE BRYN MAWR COLLEGE RETIREMENT PLAN | BRYN MAWR PA | 885 | $329.3M | $50.7M |
| 6 | TRUSTEES OF DEERFIELD ACADEMY TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | DEERFIELD MA | 405 | $156.5M | $24.0M |
| 7 | LOOMIS CHAFFEE SCHOOL THE LOOMIS INSTITUTE PENSION PLAN | WINDSOR CT | 303 | $126.4M | $17.4M |
| 8 | POLY PREP COUNTRY DAY SCHOOL POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN | BROOKLYN NY | 263 | $103.0M | $12.9M |
| 9 | THAYER ACADEMY THAYER ACADEMY 403(B) RETIREMENT PLAN | BRAINTREE MA | 191 | $90.5M | $12.5M |
| 10 | THE HEAD-ROYCE SCHOOL THE HEAD-ROYCE SCHOOL 403(B) PLAN | OAKLAND CA | 184 | $89.0M | $10.8M |
