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 2040 R6 in their Schedule of Assets, totaling $58.7M 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 | $13.9M |
| 2 | THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN NY | 264 | $111.3M | $5.5M |
| 3 | THE JOHN COOPER SCHOOL |
THE WOODLANDS TX |
| 328 |
| $47.4M |
| $4.4M |
| 4 | THE SEVEN HILLS SCHOOL THE SEVEN HILLS SCHOOL RETIREMENT PLAN | CINCINNATI OH | 218 | $64.9M | $3.4M |
| 5 | SHATTUCK-ST. MARY'S SCHOOL SHATTUCK-ST. MARY'S SCHOOL DC PLAN | FARIBAULT MN | 211 | $30.4M | $3.4M |
| 6 | WINDWARD SCHOOL INC WINDWARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 166 | $48.9M | $3.3M |
| 7 | THE WINSTON PREPARATORY SCHOOL THE WINSTON PREPARATORY SCHOOL 403(B) DC PLAN | NEW YORK NY | 203 | $38.8M | $2.7M |
| 8 | HOLY INNOCENTS' EPISCOPAL SCHOOL, INC. HOLY INNOCENTS' EPISCOPAL SCHOOL 403(B) PLAN | ATLANTA GA | 293 | $67.1M | $2.0M |
| 9 | HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS OH | 267 | $51.8M | $1.9M |
| 10 | MCLEAN SCHOOL OF MARYLAND MCLEAN SCHOOL OF MARYLAND RETIREMENT PLAN | POTOMAC MD | 143 | $31.9M | $1.8M |
