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 Annuity Contract in their Schedule of Assets, totaling $10.4M 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 | TRUDEAU INSTITUTE, INC. TRUDEAU INSTITUTE RETIREMENT PLAN | SARANAC LAKE NY | 75 | $29.9M | $8.5M |
| 2 | LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP MULTIPLE EMPLOYER RETIREMENT PLAN | LOMA LINDA CA | 3,932 | $699.9M | $1.1M |
| 3 | LONGY SCHOOL OF MUSIC OF BARD COLLEGE |
CAMBRIDGE MA |
| 92 |
| $10.9M |
| $543K |
| 4 | AIDS COUNCIL OF NORTHEASTERN NEW YORK INC. AIDS COUNCIL OF NORTHEASTERN NEW YORK, INC. TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN | ALBANY NY | 191 | $4.3M | $208K |