Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding College Retirement Equities Fund variable annuities MFS Value Fund Class R6 in their Schedule of Assets, totaling $4.0M 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 | SAINT FRANCIS UNIVERSITY SAINT FRANCIS UNIVERSITY RETIREMENT PLAN | LORETTO PA | 473 | $127.9M | $928K |
| 2 | GARDNER-WEBB UNIVERSITY , INC. GARDNER-WEBB UNIVERSITY PENSION PLAN | BOILING SPRINGS NC | 365 | $83.3M | $758K |
| 3 | THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT |
SEATTLE WA |
| 140 |
| $33.2M |
| $505K |
| 4 | FOUNDATION FOR THE CAROLINAS FOUNDATION FOR THE CAROLINAS DC PLAN | CHARLOTTE NC | 198 | $32.5M | $475K |
| 5 | THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING DC PLAN | STANFORD CA | 57 | $41.5M | $418K |
| 6 | CORNISH COLLEGE OF THE ARTS CORNISH COLLEGE OF THE ARTS 403(B) PLAN | SEATTLE WA | 170 | $28.2M | $360K |
| 7 | BASTYR UNIVERSITY BASTYR UNIVERSITY 403(B) DC PLAN | KENMORE WA | 328 | $45.5M | $349K |
| 8 | CHAPEL HILL - CHAUNCY HALL SCHOOL CHAPEL HILL - CHAUNCY HALL SCHOOL 403(B) PLAN | WALTHAM MA | 76 | $16.3M | $183K |
| 9 | ASIA SOCIETY ASIA SOCIETY 403(B) DC PLAN | NEW YORK NY | 132 | $58.1M | $27K |
| 10 | HIGH MEADOWS SCHOOL, INC. HIGH MEADOWS SCHOOL, INC. 403(B) | ROSWELL GA | 64 | $10.5M | $11K |
