Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Nuveen Money Market R6 in their Schedule of Assets, totaling $3.8M 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 | IOLANI SCHOOL IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU HI | 541 | $202.7M | $1.5M |
| 2 | GARDNER-WEBB UNIVERSITY , INC. GARDNER-WEBB UNIVERSITY PENSION PLAN | BOILING SPRINGS NC | 365 | $83.3M | $763K |
| 3 | SAINT FRANCIS UNIVERSITY SAINT FRANCIS UNIVERSITY RETIREMENT PLAN |
LORETTO PA |
| 473 |
| $127.9M |
| $498K |
| 4 | ASIA SOCIETY ASIA SOCIETY 403(B) DC PLAN | NEW YORK NY | 132 | $58.1M | $235K |
| 5 | HOLY INNOCENTS' EPISCOPAL SCHOOL, INC. HOLY INNOCENTS' EPISCOPAL SCHOOL 403(B) PLAN | ATLANTA GA | 293 | $67.1M | $209K |
| 6 | UR MEDICINE HOME CARE INC. UR MEDICINE HOME CARE INC. 401(K) RETIREMENT SAVINGS PLAN | WEBSTER NY | 407 | $37.6M | $192K |
| 7 | FONTBONNE UNIVERSITY FONTBONNE UNIVERSITY 403 (B) PLAN | ST. LOUIS MO | 236 | $38.5M | $176K |
| 8 | FOUNDATION FOR THE CAROLINAS FOUNDATION FOR THE CAROLINAS DC PLAN | CHARLOTTE NC | 198 | $32.5M | $160K |
| 9 | QUEENS UNIVERSITY OF CHARLOTTE QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN | CHARLOTTE NC | 328 | $66.8M | $52K |
| 10 | THE WINSTON PREPARATORY SCHOOL THE WINSTON PREPARATORY SCHOOL 403(B) DC PLAN | NEW YORK NY | 203 | $38.8M | $25K |
