Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Access Nuv Equity Idx T4 in their Schedule of Assets, totaling $970K 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 | $245K |
| 2 | INDIAN CREEK SCHOOL INDIAN CREEK SCHOOL 403(B) DC PLAN | CROWNSVILLE MD | 110 | $18.7M | $180K |
| 3 | CENTER FOR APPLIED LINGUISTICS CENTER FOR APPLIED LINGUISTICS DCRA |
WASHINGTON DC |
| 128 |
| $28.0M |
| $74K |
| 4 | NASSAU COUNTY AHRC FOUNDATION, INC. ASSOCIATED EMPLOYERS FOR THE HELP OF THE DEVELOPMENTALLY DISABLED 403(B) PLAN | BROOKVILLE NY | 1,729 | $78.2M | $69K |
| 5 | ASIA SOCIETY ASIA SOCIETY 403(B) DC PLAN | NEW YORK NY | 132 | $58.1M | $68K |
| 6 | THE JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | THE WOODLANDS TX | 328 | $47.4M | $51K |
| 7 | UNITED CEREBRAL PALSY OF CENTRAL PENNSYLVANIA UNITED CEREBRAL PALSY OF CENTRAL PENNSYLVANIA, INC. 403(B) DC PLAN | CAMP HILL PA | 741 | $9.5M | $39K |
| 8 | THE WINSTON PREPARATORY SCHOOL THE WINSTON PREPARATORY SCHOOL 403(B) DC PLAN | NEW YORK NY | 203 | $38.8M | $38K |
| 9 | THE WELLINGTON SCHOOL WELLINGTON SCHOOL DC RETIREMENT PLAN | COLUMBUS OH | 134 | $22.8M | $28K |
| 10 | APPALACHIAN MOUNTAIN CLUB APPALACHIAN MOUNTAIN CLUB RETIREMENT PLAN | BOSTON MA | 230 | $47.1M | $24K |
