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 Lifecycle 2030 Retire in their Schedule of Assets, totaling $6.7M 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 | NIAGARA UNIVERSITY NIAGARA UNIVERSITY DEFINED CONTRIBUTION PLAN | NIAGARA UNIVERSITY NY | 477 | $181.3M | $4.2M |
| 2 | COLLEGE FOUNDATION, INC. COLLEGE FOUNDATION, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | RALEIGH NC | 144 | $38.3M | $1.9M |
| 3 | HIGH MEADOWS SCHOOL, INC. |
ROSWELL GA |
| 64 |
| $10.5M |
| $449K |
| 4 | UNIVERSITY REHABILITATION ALLIANCE DBA ORIGAMI REHABILITATION ORIGAMI REHABILITATION RETIREMENT PLAN | MASON MI | 189 | $4.4M | $197K |
| 5 | SANDIA PREPARATORY SCHOOL SANDIA PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ALBUQUERQUE NM | 93 | $25.1M | $56K |
| 6 | CENTER FOR RESEARCH LIBRARIES CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 30 | $13.4M | $1K |
