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 Growth of America R6 in their Schedule of Assets, totaling $900K 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 | PHILLIPS BROOKS SCHOOL PHILLIPS BROOKS SCHOOL 403(B) DC PLAN | MENLO PARK CA | 81 | $16.5M | $424K |
| 2 | A.A. WORLD SERVICES, INC. A.A. WORLD SERVICES, INC. AND A.A. GRAPEVINE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 103 | $7.7M | $306K |
| 3 | DENVER ACADEMY, INC. |
DENVER CO |
| 115 |
| $23.0M |
| $170K |
