Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Plan Loan Default Fund in their Schedule of Assets, totaling $386K 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 | PECKHAM, INC. PECKHAM, INC. 403(B) TDA PLAN | LANSING MI | 3,928 | $57.3M | $187K |
| 2 | THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 98 | $51.5M | $119K |
| 3 | PROTOTYPES PROTOTYPES DEFINED CONTRIBUTION RETIREMENT PLAN |
LOS ANGELES CA |
| 62 |
| $3.0M |
| $29K |
| 4 | HEATHWOOD HALL EPISCOPAL SCHOOL HEATHWOOD HALL EPISCOPAL SCHOOL DEFINED CONTRIBUTION PLAN | COLUMBIA SC | — | $0 | $17K |
| 5 | TABOR ACADEMY TABOR ACADEMY DEFINED CONTRIBUTION PLAN | MARION MA | 218 | $70.1M | $16K |
| 6 | MARIN HORIZON SCHOOL MARIN HORIZON SCHOOL 403(B) DC PLAN | MILL VALLEY CA | 106 | $10.8M | $7K |
| 7 | OJAI VALLEY SCHOOL, INC. OJAI VALLEY SCHOOL EMPLOYEE VOLUNTARY RETIREMENT PLAN | OJAI CA | 88 | $6.7M | $5K |
| 8 | PARKER SCHOOL CORPORATION PARKER SCHOOL CORPORATION 403(B) DC PLAN | KAMUELA HI | 83 | $10.5M | $4K |
| 9 | HOLY NAMES UNIVERSITY HOLY NAMES UNIVERSITY DEFINED CONTRIBUTION PLAN | OAKLAND CA | 237 | $28.7M | $2K |
