Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 52 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Access Nuv Core Pl Bd T4 - in their Schedule of Assets, totaling $2.0M 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 | LYCEE FRANCAIS DE SAN FRANCISCO LYCEE FRANCAIS DE SAN FRANCISCO 403(B) DC PLAN | SAN FRANCISCO CA | 136 | $32.2M | $267K |
| 2 | QUEENS UNIVERSITY OF CHARLOTTE QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN | CHARLOTTE NC | 328 | $66.8M | $166K |
| 3 | HIGH MEADOWS SCHOOL, INC. |
ROSWELL GA |
| 64 |
| $10.5M |
| $156K |
| 4 | THE SEVEN HILLS SCHOOL THE SEVEN HILLS SCHOOL RETIREMENT PLAN | CINCINNATI OH | 218 | $64.9M | $102K |
| 5 | THE ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK 401(K) PLAN | NEW YORK NY | 128 | $29.0M | $97K |
| 6 | PRINCETON UNIVERSITY PRESS PRINCETON UNIVERSITY PRESS DC RETIREMENT PLAN | PRINCETON NJ | 145 | $61.9M | $92K |
| 7 | VIRGINIA EPISCOPAL SCHOOL VIRGINIA EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LYNCHBURG VA | 83 | $16.9M | $88K |
| 8 | THE ROSS SCHOOL THE ROSS SCHOOL DEFINED CONTRIBUTION RETIREME | EAST HAMPTON NY | 111 | $18.5M | $88K |
| 9 | SANDIA PREPARATORY SCHOOL SANDIA PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ALBUQUERQUE NM | 93 | $25.1M | $75K |
| 10 | HOLDERNESS SCHOOL HOLDERNESS SCHOOL DC RETIREMENT PLAN | PLYMOUTH NH | 152 | $42.5M | $67K |
