Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding College Retirement Equities Fund variable annuities LOAN FUND in their Schedule of Assets, totaling $2.5M 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 | $438K |
| 2 | SAINT FRANCIS UNIVERSITY SAINT FRANCIS UNIVERSITY RETIREMENT PLAN | LORETTO PA | 473 | $127.9M | $294K |
| 3 | UR MEDICINE HOME CARE INC. |
WEBSTER NY |
| 407 |
| $37.6M |
| $292K |
| 4 | WATERFORD INSTITUTE, INC. WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET | TAYLORSVILLE UT | 253 | $29.8M | $232K |
| 5 | MOUNT ALOYSIUS COLLEGE MOUNT ALOYSIUS COLLEGE CONSOLIDATED RETIREMENT PLA | CRESSON PA | 168 | $41.7M | $161K |
| 6 | SANTA CATALINA SCHOOL SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN | MONTEREY CA | 138 | $43.7M | $134K |
| 7 | AMERICAN PUBLIC HEALTH ASSOCIATION AMERICAN PUBLIC HEALTH ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 69 | $20.7M | $120K |
| 8 | THE ROSS SCHOOL THE ROSS SCHOOL DEFINED CONTRIBUTION RETIREME | EAST HAMPTON NY | 111 | $18.5M | $98K |
| 9 | TARBUT V'TORAH COMMUNITY DAY SCHOOL, NAOMI GELMAN WEISS MEMORIAL TARBUT V'TORAH 403(B) PLAN | IRVINE CA | 150 | $23.4M | $82K |
| 10 | ASBURY COLLEGE ASBURY UNIVERSITY DC RETIREMENT PLAN | WILMORE KY | 254 | $63.5M | $77K |
