Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Nuveen Large Cap Gr Idx R6 in their Schedule of Assets, totaling $5.6M 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 | WOODBERRY FOREST SCHOOL WOODBERRY FOREST SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WOODBERRY FOREST VA | 262 | $77.3M | $2.8M |
| 2 | BURR AND BURTON SEMINARY D/B/A BURR AND BURTON ACADEMY BURR AND BURTON ACADEMY 403(B)PLAN | MANCHESTER VT | 172 | $30.0M | $1.8M |
| 3 | CONVERSE COLLEGE |
SPARTANBURG SC |
| 160 |
| $45.4M |
| $476K |
| 4 | AMERICAN METEOROLOGICAL SOCIETY AMERICAN METEOROLOGICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 78 | $34.9M | $357K |
| 5 | AMERICAN ASSOCIATION OF COLLEGES OF NURSING AMERICAN ASSOCIATION OF COLLEGES OF NURSING DEFINED CONTRIBUTION PLAN | WASHINGTON DC | 62 | $27.3M | $136K |
| 6 | HEARTSPRING, INC. HEARTSPRING 403 (B) DC PLAN | WICHITA KS | 365 | $26.7M | $75K |
| 7 | THE CAMBRIDGE SCHOOL OF WESTON, INC. THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN | WESTON MA | 99 | $30.3M | $22K |
