Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2055 Retire in their Schedule of Assets, totaling $3.0M 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 | UNIVERSITY SCHOOL OF MILWAUKEE UNIVERSITY SCHOOL OF MILWAUKEE DEFINED CONTRIBUTION RETIREMENT PLAN | MILWAUKEE WI | 234 | $85.4M | $1.1M |
| 2 | HOLDERNESS SCHOOL HOLDERNESS SCHOOL DC RETIREMENT PLAN | PLYMOUTH NH | 152 | $42.5M | $613K |
| 3 | SANTA CATALINA SCHOOL SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN |
MONTEREY CA |
| 138 |
| $43.7M |
| $482K |
| 4 | VAUGHN COLLEGE OF AERONAUTICS AND TECHNOLOGY VAUGHN COLLEGE OF AERONAUTICS AND TECHNOLOGY DEFINED CONTRIBUTION RETIREMENT PLAN | FLUSHING NY | 162 | $57.7M | $395K |
| 5 | BURR AND BURTON SEMINARY D/B/A BURR AND BURTON ACADEMY BURR AND BURTON ACADEMY 403(B)PLAN | MANCHESTER VT | 172 | $30.0M | $314K |
| 6 | GEORGE EASTMAN MUSEUM GEORGE EASTMAN MUSEUM RETIREMENT PLAN | ROCHESTER NY | 83 | $18.3M | $137K |
