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 Retire in their Schedule of Assets, totaling $9.2M 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 | NEW AMERICA NEW AMERICA FOUNDATION 403(B) DC PLAN | WASHINGTON DC | 169 | $47.0M | $3.1M |
| 2 | GRALAND COUNTRY DAY SCHOOL GRALAND COUNTRY DAY SCHOOL RETIREMENT PLAN | DENVER CO | 184 | $45.3M | $2.8M |
| 3 | VAUGHN COLLEGE OF AERONAUTICS AND TECHNOLOGY VAUGHN COLLEGE OF AERONAUTICS AND TECHNOLOGY DEFINED CONTRIBUTION RETIREMENT PLAN |
FLUSHING NY |
| 162 |
| $57.7M |
| $1.3M |
| 4 | SANTA CATALINA SCHOOL SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN | MONTEREY CA | 138 | $43.7M | $1.2M |
| 5 | AMERICAN ASSOCIATION OF COMMUNITY COLLEGES AMERICAN ASSOCIATION OF COMMUNITY COLLEGES 403(B) DC PLAN | WASHINGTON DC | 54 | $30.5M | $363K |
| 6 | DUNN SCHOOL DUNN SCHOOL DC RETIREMENT PLAN | LOS OLIVOS CA | 64 | $17.0M | $269K |
| 7 | HIGH MEADOWS SCHOOL, INC. HIGH MEADOWS SCHOOL, INC. 403(B) | ROSWELL GA | 64 | $10.5M | $140K |
