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 2055 Retire in their Schedule of Assets, totaling $1.7M 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 | $1.3M |
| 2 | UNIVERSITY REHABILITATION ALLIANCE DBA ORIGAMI REHABILITATION ORIGAMI REHABILITATION RETIREMENT PLAN | MASON MI | 189 | $4.4M | $331K |
| 3 | HIGH MEADOWS SCHOOL, INC. |
ROSWELL GA |
| 64 |
| $10.5M |
| $38K |
| 4 | CENTER FOR RESEARCH LIBRARIES CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 30 | $13.4M | $12K |
