Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 64 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Plan Loan Default Fund in their Schedule of Assets, totaling $1.8M 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 | PECKHAM, INC. PECKHAM, INC. 403(B) TDA PLAN | LANSING MI | 3,928 | $57.3M | $187K |
| 2 | SAINT FRANCIS UNIVERSITY SAINT FRANCIS UNIVERSITY RETIREMENT PLAN | LORETTO PA | 473 | $127.9M | $135K |
| 3 | 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 |
| 4 | PLANETARY SCIENCE INSTITUTE PLANETARY SCIENCE INSTITUTE 403(B) DC AND TDA PLAN | TUCSON AZ | 155 | $34.5M | $95K |
| 5 | SAINT DAVID'S SCHOOL SAINT DAVID'S SCHOOL RETIREMENT PLAN | NEW YORK NY | 157 | $73.0M | $91K |
| 6 | BRENTWOOD SCHOOL BRENTWOOD SCHOOL RETIREMENT PLAN | LOS ANGELES CA | 367 | $99.8M | $87K |
| 7 | WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT 403(B) DC PLAN | VALHALLA NY | 141 | $20.9M | $68K |
| 8 | ROESSLER CHADWICK FOUNDATION ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN | PALOS VERDES CA | 316 | $63.5M | $67K |
| 9 | SANTA CATALINA SCHOOL SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN | MONTEREY CA | 138 | $43.7M | $54K |
| 10 | COMMUNITIES IN SCHOOLS OF HOUSTON INC. COMMUNITIES IN SCHOOLS OF HOUSTON INC 403B DC PLAN | HOUSTON TX | 233 | $8.1M | $53K |
