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 PGIM Total Return Bond Z in their Schedule of Assets, totaling $1.3M 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 | LICK-WILMERDING HIGH SCHOOL THE LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN | SAN FRANCISCO CA | 147 | $48.8M | $590K |
| 2 | WESTERN RESERVE ACADEMY WESTERN RESERVE ACADEMY FACULTY AND STAFF RETIREMENT PLAN | HUDSON OH | 150 | $30.2M | $412K |
| 3 | MWLA, INC. TURNING POINT SCHOOL 403(B) DEFINED CONTRIBUTION PLAN |
CULVER CITY CA |
| 70 |
| $11.7M |
| $158K |
| 4 | WESTERN RESERVE ACADEMY WESTERN RESERVE ACADEMY EMPLOYEE RETIREMENT PLAN | HUDSON OH | 119 | $11.9M | $108K |
