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 2060 Tar Ret R6 in their Schedule of Assets, totaling $1.6M 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 | $804K |
| 2 | LICK-WILMERDING HIGH SCHOOL THE LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN | SAN FRANCISCO CA | 147 | $48.8M | $401K |
| 3 | AMERICAN METEOROLOGICAL SOCIETY |
BOSTON MA |
| 78 |
| $34.9M |
| $194K |
| 4 | CONVERSE COLLEGE CONVERSE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SPARTANBURG SC | 160 | $45.4M | $155K |
| 5 | WESTRIDGE SCHOOL FOR GIRLS, INC. WESTRIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PASADENA CA | 149 | $48.0M | $2K |
