Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding College Retirement Equities Fund variable annuities JPMorgan Equity Inc Fd Cla R6 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 | HARBOR DAY SCHOOL THE HARBOR DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CORONA DEL MAR CA | 84 | $23.5M | $770K |
| 2 | FRESNO PACIFIC UNIVERSITY FRESNO PACIFIC UNIVERSITY DC RETIREMENT PLAN | FRESNO CA | 367 | $53.4M | $769K |
| 3 | CHARLES E. SMITH JEWISH DAY SCHOOL |
ROCKVILLE MD |
| 249 |
| $95.7M |
| $225K |
| 4 | THE WINSTON PREPARATORY SCHOOL THE WINSTON PREPARATORY SCHOOL 403(B) DC PLAN | NEW YORK NY | 203 | $38.8M | $177K |
| 5 | HEATHWOOD HALL EPISCOPAL SCHOOL HEATHWOOD HALL EPISCOPAL SCHOOL DEFINED CONTRIBUTION PLAN | COLUMBIA SC | — | $0 | $159K |
