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 Royce Small-Cap Opp Inst in their Schedule of Assets, totaling $222K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WESTRIDGE SCHOOL FOR GIRLS, INC. WESTRIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PASADENA CA | 149 | $48.0M | $222K |
