Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Access Core Bond Plus T4 in their Schedule of Assets, totaling $15K 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 | FRANZISKA RACKER CENTERS, INC. 403(B) THRIFT PLAN OF FRANZISKA RACKER CENTERS, INC. | ITHACA NY | 985 | $34.5M | $9K |
| 2 | HOLY NAMES UNIVERSITY HOLY NAMES UNIVERSITY DEFINED CONTRIBUTION PLAN | OAKLAND CA | 237 | $28.7M | $5K |
| 3 | WATERFORD SCHOOL HOLDING CORP |
SANDY UT |
| 213 |
| $35.4M |
| $2K |
