Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding College Retirement Equities Fund variable annuities American Fds 2020 Tar Ret R6 in their Schedule of Assets, totaling $6.0M 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 | SAINT FRANCIS UNIVERSITY SAINT FRANCIS UNIVERSITY RETIREMENT PLAN | LORETTO PA | 473 | $127.9M | $3.2M |
| 2 | LICK-WILMERDING HIGH SCHOOL THE LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN | SAN FRANCISCO CA | 147 | $48.8M | $1.6M |
| 3 | CONVERSE COLLEGE CONVERSE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
SPARTANBURG SC |
| 160 |
| $45.4M |
| $652K |
| 4 | AMERICAN ACADEMY OF OTOLARYNGOLOGY - HEAD AND NECK SURGERY FOUNDATION AAO-HNSF 403(B) PLAN | ALEXANDRIA VA | 62 | $16.2M | $231K |
| 5 | WESTRIDGE SCHOOL FOR GIRLS, INC. WESTRIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PASADENA CA | 149 | $48.0M | $164K |
| 6 | AMERICAN METEOROLOGICAL SOCIETY AMERICAN METEOROLOGICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 78 | $34.9M | $100K |
