Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding College Retirement Equities Fund variable annuities in their Schedule of Assets, totaling $90.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WESLEYAN SCHOOL, INC. WESLEYAN SCHOOL RETIREMENT PLAN | PEACHTREE CORNERS GA | 250 | $58.8M | $58.8M |
| 2 | SEABURY HALL/COLLEGE PREPARATORY SCHOOL SEABURY HALL/COLLEGE PREPARATORY SCHOOL 403(B) DC PLAN | MAKAWAO HI | 158 | $18.8M | $18.7M |
| 3 | EPISCOPAL COLLEGIATE SCHOOL |
LITTLE ROCK AR |
| 203 |
| $20.1M |
| $11.8M |
| 4 | FORT WORTH CHRISTIAN SCHOOL, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF FORT WORTH CHRISTIAN SCHOOL, INC. | NORTH RICHLAND HILLS TX | 296 | $8.8M | $880K |
