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 Lifecycle 2040 R6 in their Schedule of Assets, totaling $8.8M 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 | UNIVERSITY OF MOUNT UNION UNIVERSITY OF MOUNT UNION DEFINED CONTRIBUTION RETIREMENT PLAN | ALLIANCE OH | 375 | $103.3M | $4.9M |
| 2 | GARDNER-WEBB UNIVERSITY , INC. GARDNER-WEBB UNIVERSITY PENSION PLAN | BOILING SPRINGS NC | 365 | $83.3M | $2.6M |
| 3 | MERIDIAN INTERNATIONAL CENTER |
WASHINGTON DC |
| 141 |
| $38.2M |
| $1.0M |
| 4 | INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS THE INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 309 | $44.2M | $270K |
