Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding College Retirement Equities Fund variable annuities LOAN FUND 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 | 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 | SANTA CATALINA SCHOOL SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN | MONTEREY CA | 138 | $43.7M | $134K |
| 5 | AMERICAN PUBLIC HEALTH ASSOCIATION AMERICAN PUBLIC HEALTH ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 69 | $20.7M | $120K |
| 6 | THE ROSS SCHOOL THE ROSS SCHOOL DEFINED CONTRIBUTION RETIREME | EAST HAMPTON NY | 111 | $18.5M | $98K |
| 7 | ASBURY COLLEGE ASBURY UNIVERSITY DC RETIREMENT PLAN | WILMORE KY | 254 | $63.5M | $77K |
| 8 | OLIVET COLLEGE OLIVET COLLEGE DC RETIREMENT PLAN | OLIVET MI | 223 | $23.9M | $76K |
| 9 | LIVINGSTONE COLLEGE LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN | SALISBURY NC | 184 | $10.4M | $73K |
| 10 | MISSOURI HISTORICAL SOCIETY TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY | ST. LOUIS MO | 163 | $14.2M | $64K |
