Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA Traditional Non benefit-responsive fixed rate annuities in their Schedule of Assets, totaling $64.1M 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 | ASSOCIATED UNIVERSITIES INC. ASSOCIATED UNIVERSITIES INC. RETIREMENT PLAN | VIENNA VA | 616 | $204.8M | $46.7M |
| 2 | ASSOCIATED UNIVERSITIES INC. AUI SUPPLEMENTAL RETIREMENT ANNUITY PLAN - AUI/NRAO TDA PLAN | VIENNA VA | 627 | $168.5M | $10.6M |
| 3 | THE FENN SCHOOL INC. |
CONCORD MA |
| 102 |
| $42.0M |
| $6.5M |
| 4 | MCPHS UNIVERSITY MCPHS UNIVERSITY TAX DEFERRED ANNUITY PLAN | BOSTON MA | 1,761 | $124.2M | $366K |