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 New World R6 in their Schedule of Assets, totaling $320K 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 | BROOKSTONE SCHOOL, INC. BROOKSTONE SCHOOL, INC. RETIREMENT PLAN | COLUMBUS GA | 150 | $20.8M | $221K |
| 2 | THE JEMICY SCHOOL THE JEMICY SCHOOL RETIREMENT PLAN | OWINGS MILLS MD | 169 | $23.5M | $57K |
| 3 | HEATHWOOD HALL EPISCOPAL SCHOOL HEATHWOOD HALL EPISCOPAL SCHOOL DEFINED CONTRIBUTION PLAN |
COLUMBIA SC |
| — |
| $0 |
| $42K |
