Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2015 R6 in their Schedule of Assets, totaling $10.5M 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 | PUNAHOU SCHOOL PUNAHOU SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU HI | 1,709 | $326.2M | $2.3M |
| 2 | THE JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | THE WOODLANDS TX | 328 | $47.4M | $1.5M |
| 3 | LIVINGSTONE COLLEGE LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN |
SALISBURY NC |
| 184 |
| $10.4M |
| $996K |
| 4 | REDWOOD DAY SCHOOL REDWOOD DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | OAKLAND CA | 90 | $17.7M | $935K |
| 5 | HOLY INNOCENTS' EPISCOPAL SCHOOL, INC. HOLY INNOCENTS' EPISCOPAL SCHOOL 403(B) PLAN | ATLANTA GA | 293 | $67.1M | $802K |
| 6 | BASTYR UNIVERSITY BASTYR UNIVERSITY 403(B) DC PLAN | KENMORE WA | 328 | $45.5M | $696K |
| 7 | THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN NY | 264 | $111.3M | $651K |
| 8 | ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 124 | $26.9M | $572K |
| 9 | THE SEVEN HILLS SCHOOL THE SEVEN HILLS SCHOOL RETIREMENT PLAN | CINCINNATI OH | 218 | $64.9M | $384K |
| 10 | THE WINSTON PREPARATORY SCHOOL THE WINSTON PREPARATORY SCHOOL 403(B) DC PLAN | NEW YORK NY | 203 | $38.8M | $280K |
