Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding College Retirement Equities Fund variable annuities American Century Sm Cap Val R6 in their Schedule of Assets, totaling $119K 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 | FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH INC. FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH 403(B) DC PLAN | NORTH BETHESDA MD | 119 | $27.4M | $105K |
| 2 | LYCEE FRANCAIS DE SAN FRANCISCO LYCEE FRANCAIS DE SAN FRANCISCO 403(B) DC PLAN | SAN FRANCISCO CA | 136 | $32.2M | $14K |
