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 State Street Aggrgte Bnd Idx K - in their Schedule of Assets, totaling $4.7M 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 | CHARLES E. SMITH JEWISH DAY SCHOOL CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN | ROCKVILLE MD | 249 | $95.7M | $1.9M |
| 2 | CENTRAL VIRGINIA HEALTH SERVICES, INC. CENTRAL VIRGINIA HEALTH SERVICES INC. TAX SHELTER ANNUITY RETIREMENT PLAN | NEW CANTON VA | 540 | $40.0M | $1.1M |
| 3 | FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH INC. |
NORTH BETHESDA MD |
| 119 |
| $27.4M |
| $502K |
| 4 | PUBLIC POLICY INSTITUTE OF CALIFORNIA PUBLIC POLICY INSTITUTE OF CA DC RETIREMENT PLAN | SAN FRANCISCO CA | 104 | $54.0M | $449K |
| 5 | LYCEE FRANCAIS DE SAN FRANCISCO LYCEE FRANCAIS DE SAN FRANCISCO 403(B) DC PLAN | SAN FRANCISCO CA | 136 | $32.2M | $398K |
| 6 | VIRGINIA EPISCOPAL SCHOOL VIRGINIA EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LYNCHBURG VA | 83 | $16.9M | $283K |
| 7 | LOUISBURG COLLEGE LOUISBURG COLLEGE 403(B) PLAN | LOUISBURG NC | 97 | $14.7M | $77K |
| 8 | THE ROSS SCHOOL THE ROSS SCHOOL DEFINED CONTRIBUTION RETIREME | EAST HAMPTON NY | 111 | $18.5M | $11K |
| 9 | THE ROSS SCHOOL THE ROSS SCHOOL TAX DEFERRED ANNUITY PLAN | EAST HAMPTON NY | 92 | $7.3M | $7K |
