Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding College Retirement Equities Fund variable annuities American Beacon Sm Cp Val R5 in their Schedule of Assets, totaling $83K 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 | NEW AMERICA NEW AMERICA FOUNDATION 403(B) DC PLAN | WASHINGTON DC | 169 | $47.0M | $83K |
