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 iShares S&P 500 Idx Service in their Schedule of Assets, totaling $2.1M 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 | THE ELLIS SCHOOL THE ELLIS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PITTSBURGH PA | 114 | $28.2M | $946K |
| 2 | WESTERN RESERVE ACADEMY WESTERN RESERVE ACADEMY FACULTY AND STAFF RETIREMENT PLAN | HUDSON OH | 150 | $30.2M | $837K |
| 3 | WESTERN RESERVE ACADEMY |
HUDSON OH |
| 119 |
| $11.9M |
| $338K |
