Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding College Retirement Equities Fund variable annuities State Street Equity 500 Indx K - in their Schedule of Assets, totaling $19.7M 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 | CENTRAL VIRGINIA HEALTH SERVICES, INC. CENTRAL VIRGINIA HEALTH SERVICES INC. TAX SHELTER ANNUITY RETIREMENT PLAN | NEW CANTON VA | 540 | $40.0M | $9.2M |
| 2 | FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH INC. FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH 403(B) DC PLAN | NORTH BETHESDA MD | 119 | $27.4M | $6.1M |
| 3 |
SAN FRANCISCO CA |
| 136 |
| $32.2M |
| $2.2M |
| 4 | EDUCATION SUCCESS NETWORK, INC. EDUCATION SUCCESS NETWORK, INC. 403(B) DC PLAN | ROCHESTER NY | 133 | $13.2M | $1.8M |
| 5 | THE ROSS SCHOOL THE ROSS SCHOOL DEFINED CONTRIBUTION RETIREME | EAST HAMPTON NY | 111 | $18.5M | $229K |
| 6 | THE ROSS SCHOOL THE ROSS SCHOOL TAX DEFERRED ANNUITY PLAN | EAST HAMPTON NY | 92 | $7.3M | $158K |
