Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding College Retirement Equities Fund variable annuities JPMorgan Large Cap Growth R6 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.
| # | 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 | $759K |
| 2 | HIGH MEADOWS SCHOOL, INC. HIGH MEADOWS SCHOOL, INC. 403(B) | ROSWELL GA | 64 | $10.5M | $605K |
| 3 | THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT |
SEATTLE WA |
| 140 |
| $33.2M |
| $54K |
| 4 | FONTBONNE UNIVERSITY FONTBONNE UNIVERSITY 403 (B) PLAN | ST. LOUIS MO | 236 | $38.5M | $29K |
| 5 | UNIVERSITY REHABILITATION ALLIANCE DBA ORIGAMI REHABILITATION ORIGAMI REHABILITATION RETIREMENT PLAN | MASON MI | 189 | $4.4M | $10K |
| 6 | MISSOURI HISTORICAL SOCIETY TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY | ST. LOUIS MO | 163 | $14.2M | $5K |
| 7 | ASIA SOCIETY ASIA SOCIETY 403(B) DC PLAN | NEW YORK NY | 132 | $58.1M | $4K |
