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 Small Cap Bld Idx Rtmt in their Schedule of Assets, totaling $6.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | IOLANI SCHOOL IOLANI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HONOLULU HI | 541 | $202.7M | $5.4M |
| 2 | GRALAND COUNTRY DAY SCHOOL GRALAND COUNTRY DAY SCHOOL RETIREMENT PLAN | DENVER CO | 184 | $45.3M | $516K |
| 3 | GEORGE EASTMAN MUSEUM GEORGE EASTMAN MUSEUM RETIREMENT PLAN |
ROCHESTER NY |
| 83 |
| $18.3M |
| $288K |
| 4 | THE GILLEN BREWER SCHOOL THE GILLEN BREWER SCHOOL RETIREMENT PLAN | NEW YORK NY | 63 | $3.2M | $8K |
