Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2060 R6 in their Schedule of Assets, totaling $6.8M 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 | THE WEBB SCHOOLS THE WEBB SCHOOLS TAX-DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN | CLAREMONT CA | 139 | $36.5M | $665K |
| 2 | HEARTSPRING, INC. HEARTSPRING 403 (B) DC PLAN | WICHITA KS | 365 | $26.7M | $651K |
| 3 | THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN |
BROOKLYN NY |
| 264 |
| $111.3M |
| $585K |
| 4 | PUNAHOU SCHOOL PUNAHOU SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU HI | 1,709 | $326.2M | $336K |
| 5 | THE WINSTON PREPARATORY SCHOOL THE WINSTON PREPARATORY SCHOOL 403(B) DC PLAN | NEW YORK NY | 203 | $38.8M | $331K |
| 6 | FOUNDATION FOR THE CAROLINAS FOUNDATION FOR THE CAROLINAS DC PLAN | CHARLOTTE NC | 198 | $32.5M | $319K |
| 7 | ROESSLER CHADWICK FOUNDATION ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN | PALOS VERDES CA | 316 | $63.5M | $289K |
| 8 | HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS OH | 267 | $51.8M | $265K |
| 9 | WILDWOOD SCHOOL WILDWOOD SCHOOL INC. DC RETIREMENT PLAN | LOS ANGELES CA | 159 | $46.4M | $257K |
| 10 | THE WINIFRED MASTERSON BURKE MEDICAL RESEARCH INSTITUTE INC WINIFRED MASTERSON BURKE MEDICAL RESEARCH INSTITUTE 403(B) DC PLAN | WHITE PLAINS NY | 62 | $22.0M | $248K |
