Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Nuveen S&P 500 Index R6 in their Schedule of Assets, totaling $4.5M 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 | OLIVET COLLEGE OLIVET COLLEGE DC RETIREMENT PLAN | OLIVET MI | 223 | $23.9M | $1.1M |
| 2 | NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC. NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC. RETIREMENT PLAN | COOPERSTOWN NY | 95 | $30.7M | $1.0M |
| 3 | WALNUT HILL SCHOOL WALNUT HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
NATICK MA |
| 92 |
| $19.2M |
| $931K |
| 4 | MCLEAN SCHOOL OF MARYLAND MCLEAN SCHOOL OF MARYLAND RETIREMENT PLAN | POTOMAC MD | 143 | $31.9M | $715K |
| 5 | KINGSLEY MONTESSORI SCHOOL KINGSLEY MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 64 | $8.6M | $344K |
| 6 | HEARTSPRING, INC. HEARTSPRING 403 (B) DC PLAN | WICHITA KS | 365 | $26.7M | $242K |
| 7 | PREP FOR PREP PREP FOR PREP 403 (B) DC PLAN | NEW YORK NY | 82 | $15.3M | $208K |
