Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding College Retirement Equities Fund variable annuities American Funds New Economy R5 in their Schedule of Assets, totaling $202K 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 | PREP FOR PREP PREP FOR PREP 403 (B) DC PLAN | NEW YORK NY | 82 | $15.3M | $202K |
