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 JPMorgan Mid Cap Gro Fd Cl R6 in their Schedule of Assets, totaling $599K 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 | $243K |
| 2 | SALEM ACADEMY AND COLLEGE SALEM ACADEMY AND COLLEGE FACULTY DEFINED CONTRIBUTION RETIREMENT PLAN | WINSTON-SALEM NC | 67 | $24.2M | $208K |
| 3 | SALEM ACADEMY AND COLLEGE |
WINSTON-SALEM NC |
| 160 |
| $8.9M |
| $148K |
