Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Nuveen Internatl Eq Idx R6 in their Schedule of Assets, totaling $22.1M 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 | PUNAHOU SCHOOL PUNAHOU SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU HI | 1,709 | $326.2M | $12.6M |
| 2 | ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 124 | $26.9M | $1.4M |
| 3 | FLINTRIDGE PREPARATORY SCHOOL |
LACANADA CA |
| 124 |
| $40.7M |
| $1.1M |
| 4 | HOLY INNOCENTS' EPISCOPAL SCHOOL, INC. HOLY INNOCENTS' EPISCOPAL SCHOOL 403(B) PLAN | ATLANTA GA | 293 | $67.1M | $939K |
| 5 | KENTUCKY BLOOD CENTER KENTUCKY BLOOD CENTER 401(K) DC PLAN | LEXINGTON KY | 262 | $20.9M | $905K |
| 6 | THE SEVEN HILLS SCHOOL THE SEVEN HILLS SCHOOL RETIREMENT PLAN | CINCINNATI OH | 218 | $64.9M | $894K |
| 7 | MCLEAN SCHOOL OF MARYLAND MCLEAN SCHOOL OF MARYLAND RETIREMENT PLAN | POTOMAC MD | 143 | $31.9M | $663K |
| 8 | BURR AND BURTON SEMINARY D/B/A BURR AND BURTON ACADEMY BURR AND BURTON ACADEMY 403(B)PLAN | MANCHESTER VT | 172 | $30.0M | $536K |
| 9 | HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS OH | 267 | $51.8M | $501K |
| 10 | OLIVET COLLEGE OLIVET COLLEGE DC RETIREMENT PLAN | OLIVET MI | 223 | $23.9M | $409K |
