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 LOAN FUND in their Schedule of Assets, totaling $247K 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 | TARBUT V'TORAH COMMUNITY DAY SCHOOL, NAOMI GELMAN WEISS MEMORIAL TARBUT V'TORAH 403(B) PLAN | IRVINE CA | 150 | $23.4M | $82K |
| 2 | PARKER SCHOOL CORPORATION PARKER SCHOOL CORPORATION 403(B) DC PLAN | KAMUELA HI | 83 | $10.5M | $66K |
| 3 | HEATHWOOD HALL EPISCOPAL SCHOOL |
COLUMBIA SC |
| — |
| $0 |
| $59K |
| 4 | WASHINGTON EPISCOPAL SCHOOL WASHINGTON EPISCOPAL SCHOOL TIAA-CREF RETIREMENT PLAN | BETHESDA MD | 85 | $25.1M | $24K |
| 5 | CHRYSLER MUSEUM INC. THE CHRYSLER MUSEUM TDA & RETIREMENT PLAN COMBINED | NORFOLK VA | 81 | $7.2M | $13K |
| 6 | MOUNDS PARK ACADEMY MOUNDS PARK ACADEMY RETIREMENT PLAN | SAINT PAUL MN | 109 | $18.1M | $2K |
| 7 | CONNELLY SCHOOL OF THE HOLY CHILD CONNELLY SCHOOL OF THE HOLY CHILD 403(B) DC PLAN | POTOMAC MD | 100 | $12.3M | $2K |
