Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding College Retirement Equities Fund variable annuities American Funds EUPAC Class R-4 in their Schedule of Assets, totaling $2.6M 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 | UNIVERSITY SCHOOL OF MILWAUKEE UNIVERSITY SCHOOL OF MILWAUKEE DEFINED CONTRIBUTION RETIREMENT PLAN | MILWAUKEE WI | 234 | $85.4M | $1.5M |
| 2 | THE PECK SCHOOL PECK SCHOOL RETIREMENT PLAN | MORRISTOWN NJ | 99 | $40.6M | $598K |
| 3 | SANTA CATALINA SCHOOL SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN |
MONTEREY CA |
| 138 |
| $43.7M |
| $444K |
