Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Baird Aggregate Bond Inst in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ASSOCIATION OF INDEPENDENT KENTUCKY COLLEGES AND UNIVERSITIES ASSOCIATION OF INDEPENDENT KENTUCKY COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | FRANKFORT KY | 1,301 | $80.9M | $724K |
| 2 | WYOMING SEMINARY WYOMING SEMINARY DEFINED CONTRIBUTION RETIREMENT PLAN | KINGSTON PA | 195 | $50.7M | $621K |
| 3 | SHORECREST PREPARATORY SCHOOL |
ST. PETERSBURG FL |
| 202 |
| $23.0M |
| $134K |
| 4 | SHERIDAN SCHOOL, INC. SHERIDAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 65 | $19.5M | $27K |
