Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TIAA Traditional Nonbenefit-Responsive Fixed Annuity Contracts in their Schedule of Assets, totaling $31.2M 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 | THE HOLTON-ARMS SCHOOL, INC. HOLTON-ARMS SCHOOL, INC. TAX DEFERRED SAVINGS & RETIREMENT PLAN | BETHESDA MD | 189 | $76.4M | $10.3M |
| 2 | RENBROOK SCHOOL, INC. RENBROOK SCHOOL 403(B) RETIREMENT PLAN | WEST HARTFORD CT | 95 | $29.1M | $8.0M |
| 3 | SALISBURY SCHOOL SALISBURY SCHOOL DC RETIREMENT PLAN |
SALISBURY CT |
| 166 |
| $37.0M |
| $4.9M |
| 4 | LAWRENCE ACADEMY LAWRENCE ACADEMY RETIREMENT PLAN | GROTON MA | 126 | $35.3M | $4.8M |
| 5 | THE RECTORY SCHOOL THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | POMFRET CT | 154 | $24.0M | $3.3M |