Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Nuveen Core Impact Bond R6 in their Schedule of Assets, totaling $1.7M 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 BRANSON SCHOOL THE BRANSON SCHOOL DC RETIREMENT PLAN | ROSS CA | 102 | $40.7M | $1.0M |
| 2 | BASTYR UNIVERSITY BASTYR UNIVERSITY 403(B) DC PLAN | KENMORE WA | 328 | $45.5M | $231K |
| 3 | CONVERSE COLLEGE CONVERSE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
SPARTANBURG SC |
| 160 |
| $45.4M |
| $158K |
| 4 | HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS OH | 267 | $51.8M | $140K |
| 5 | THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN | SEATTLE WA | 140 | $33.2M | $98K |
| 6 | PREP FOR PREP PREP FOR PREP 403 (B) DC PLAN | NEW YORK NY | 82 | $15.3M | $26K |
| 7 | HEARTSPRING, INC. HEARTSPRING 403 (B) DC PLAN | WICHITA KS | 365 | $26.7M | $12K |
| 8 | LIVINGSTONE COLLEGE LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN | SALISBURY NC | 184 | $10.4M | $6K |
