Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2030 R6 in their Schedule of Assets, totaling $47.0M 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 | $8.2M |
| 2 | THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN NY | 264 | $111.3M | $4.7M |
| 3 | THE JOHN COOPER SCHOOL |
THE WOODLANDS TX |
| 328 |
| $47.4M |
| $4.6M |
| 4 | 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 | $3.3M |
| 5 | 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 | $2.6M |
| 6 | DENVER ACADEMY, INC. DENVER ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | DENVER CO | 115 | $23.0M | $2.1M |
| 7 | FOUNDATION FOR THE CAROLINAS FOUNDATION FOR THE CAROLINAS DC PLAN | CHARLOTTE NC | 198 | $32.5M | $1.8M |
| 8 | THE SEVEN HILLS SCHOOL THE SEVEN HILLS SCHOOL RETIREMENT PLAN | CINCINNATI OH | 218 | $64.9M | $1.8M |
| 9 | WINDWARD SCHOOL INC WINDWARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 166 | $48.9M | $1.8M |
| 10 | HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS OH | 267 | $51.8M | $1.7M |
