Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding College Retirement Equities Fund variable annuities American Fds 2030 Tar Ret R6 in their Schedule of Assets, totaling $11.9M 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 | $5.4M |
| 2 | WESTRIDGE SCHOOL FOR GIRLS, INC. WESTRIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PASADENA CA | 149 | $48.0M | $3.3M |
| 3 | LICK-WILMERDING HIGH SCHOOL |
SAN FRANCISCO CA |
| 147 |
| $48.8M |
| $2.2M |
| 4 | AMERICAN METEOROLOGICAL SOCIETY AMERICAN METEOROLOGICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 78 | $34.9M | $707K |
| 5 | CONVERSE COLLEGE CONVERSE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SPARTANBURG SC | 160 | $45.4M | $273K |
