Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding College Retirement Equities Fund variable annuities American Funds New World R6 in their Schedule of Assets, totaling $1.0M 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 | CURTIS SCHOOL FOUNDATION CURTIS SCHOOL DEFINED CONTRIBUTION & TAX DEFERRED ANNUITY PLAN | LOS ANGELES CA | 110 | $33.6M | $444K |
| 2 | GARDNER-WEBB UNIVERSITY , INC. GARDNER-WEBB UNIVERSITY PENSION PLAN | BOILING SPRINGS NC | 365 | $83.3M | $221K |
| 3 | PREP FOR PREP PREP FOR PREP 403 (B) DC PLAN |
NEW YORK NY |
| 82 |
| $15.3M |
| $119K |
| 4 | WHITEFIELD ACADEMY WHITEFIELD ACADEMY 403(B) PLAN | MABLETON GA | 167 | $14.2M | $95K |
| 5 | TABOR COLLEGE, INC. TABOR COLLEGE RETIREMENT PLAN | HILLSBORO KS | 127 | $23.3M | $55K |
| 6 | THE WINSTON PREPARATORY SCHOOL THE WINSTON PREPARATORY SCHOOL 403(B) DC PLAN | NEW YORK NY | 203 | $38.8M | $55K |
| 7 | HEATHWOOD HALL EPISCOPAL SCHOOL HEATHWOOD HALL EPISCOPAL SCHOOL DEFINED CONTRIBUTION PLAN | COLUMBIA SC | — | $0 | $42K |
| 8 | HIGH MEADOWS SCHOOL, INC. HIGH MEADOWS SCHOOL, INC. 403(B) | ROSWELL GA | 64 | $10.5M | $6K |
