Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Access Nuv Core Equity T4 - in their Schedule of Assets, totaling $2.7M 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 | PLANETARY SCIENCE INSTITUTE PLANETARY SCIENCE INSTITUTE 403(B) DC AND TDA PLAN | TUCSON AZ | 155 | $34.5M | $289K |
| 2 | CULVER STOCKTON COLLEGE CULVER-STOCKTON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | CANTON MO | 176 | $29.5M | $227K |
| 3 | ASIA SOCIETY ASIA SOCIETY 403(B) DC PLAN |
NEW YORK NY |
| 132 |
| $58.1M |
| $223K |
| 4 | HAWKEN SCHOOL HAWKEN SCHOOL RETIREMENT PLAN | GATES MILLS OH | 349 | $49.6M | $172K |
| 5 | SAN FRANCISCO FRIENDS SCHOOL SAN FRANCISCO FRIENDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 83 | $22.8M | $150K |
| 6 | CURTIS SCHOOL FOUNDATION CURTIS SCHOOL DEFINED CONTRIBUTION & TAX DEFERRED ANNUITY PLAN | LOS ANGELES CA | 110 | $33.6M | $149K |
| 7 | THE WINSTON PREPARATORY SCHOOL THE WINSTON PREPARATORY SCHOOL 403(B) DC PLAN | NEW YORK NY | 203 | $38.8M | $112K |
| 8 | FOUNDATION FOR THE CAROLINAS FOUNDATION FOR THE CAROLINAS DC PLAN | CHARLOTTE NC | 198 | $32.5M | $92K |
| 9 | AMERICAN ASSOCIATION OF COLLEGES AND UNIVERSITIES AMERICAN ASSOCIATION OF COLLEGES AND UNIVERSITIES DC RETIREMENT PLAN | WASHINGTON MO | 64 | $26.3M | $82K |
| 10 | CASTILLEJA SCHOOL FOUNDATION CASTILLEJA SCHOOL FOUNDATION DC PLAN | PALO ALTO CA | 135 | $66.7M | $72K |
