Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Metropolitan W Tot Ret Bd Pln 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 | THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN NY | 264 | $111.3M | $643K |
| 2 | THE SEVEN HILLS SCHOOL THE SEVEN HILLS SCHOOL RETIREMENT PLAN | CINCINNATI OH | 218 | $64.9M | $180K |
| 3 | THE JOHN COOPER SCHOOL |
THE WOODLANDS TX |
| 328 |
| $47.4M |
| $145K |
| 4 | SAINT DAVID'S SCHOOL SAINT DAVID'S SCHOOL RETIREMENT PLAN | NEW YORK NY | 157 | $73.0M | $144K |
| 5 | HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS OH | 267 | $51.8M | $117K |
| 6 | ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 217 | $21.5M | $103K |
| 7 | ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 124 | $26.9M | $91K |
| 8 | GREEN VALE SCHOOL GREEN VALE SCHOOL 403(B) DC PLAN RA | OLD BROOKVILLE NY | 112 | $44.0M | $32K |
| 9 | KINGSLEY MONTESSORI SCHOOL KINGSLEY MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 64 | $8.6M | $23K |
| 10 | PREP FOR PREP PREP FOR PREP 403 (B) DC PLAN | NEW YORK NY | 82 | $15.3M | $10K |
