Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2065 Retire in their Schedule of Assets, totaling $202K 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 | SANTA CATALINA SCHOOL SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN | MONTEREY CA | 138 | $43.7M | $101K |
| 2 | HOLDERNESS SCHOOL HOLDERNESS SCHOOL DC RETIREMENT PLAN | PLYMOUTH NH | 152 | $42.5M | $65K |
| 3 | BURR AND BURTON SEMINARY D/B/A BURR AND BURTON ACADEMY BURR AND BURTON ACADEMY 403(B)PLAN |
MANCHESTER VT |
| 172 |
| $30.0M |
| $33K |
| 4 | VAUGHN COLLEGE OF AERONAUTICS AND TECHNOLOGY VAUGHN COLLEGE OF AERONAUTICS AND TECHNOLOGY DEFINED CONTRIBUTION RETIREMENT PLAN | FLUSHING NY | 162 | $57.7M | $2K |
