Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2020 R6 in their Schedule of Assets, totaling $18.0M 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 | $2.7M |
| 2 | BASTYR UNIVERSITY BASTYR UNIVERSITY 403(B) DC PLAN | KENMORE WA | 328 | $45.5M | $1.6M |
| 3 | THE JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
THE WOODLANDS TX |
| 328 |
| $47.4M |
| $1.4M |
| 4 | THE ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK 401(K) PLAN | NEW YORK NY | 128 | $29.0M | $1.4M |
| 5 | THE SEVEN HILLS SCHOOL THE SEVEN HILLS SCHOOL RETIREMENT PLAN | CINCINNATI OH | 218 | $64.9M | $1.3M |
| 6 | THE BRANSON SCHOOL THE BRANSON SCHOOL DC RETIREMENT PLAN | ROSS CA | 102 | $40.7M | $1.1M |
| 7 | ALLEN-STEVENSON SCHOOL ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 123 | $79.5M | $1.0M |
| 8 | HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS OH | 267 | $51.8M | $851K |
| 9 | THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN NY | 264 | $111.3M | $687K |
| 10 | THE PIKE SCHOOL, INC. THE PIKE SCHOOL, INC. RETIREMENT PLAN | ANDOVER MA | 142 | $35.5M | $592K |
