Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Putnam Income Fund - Class Y in their Schedule of Assets, totaling $16K 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 | LE JARDIN ACADEMY LE JARDIN ACADEMY 403(B) DC PLAN | KAILUA HI | 311 | $25.0M | $16K |
