Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Access Nuv Infl Lnk Bd T4 in their Schedule of Assets, totaling $84K 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 | SOUTHERN WESLEYAN UNIVERSITY SOUTHERN WESLEYAN UNIVERSITY DC PLAN | CENTRAL SC | 168 | $23.8M | $32K |
| 2 | ASIA SOCIETY ASIA SOCIETY 403(B) DC PLAN | NEW YORK NY | 132 | $58.1M | $21K |
| 3 | THE ENDOCRINE SOCIETY THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN |
WASHINGTON DC |
| 72 |
| $31.2M |
| $8K |
| 4 | APPALACHIAN MOUNTAIN CLUB APPALACHIAN MOUNTAIN CLUB RETIREMENT PLAN | BOSTON MA | 230 | $47.1M | $6K |
| 5 | THE JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | THE WOODLANDS TX | 328 | $47.4M | $5K |
| 6 | THE WELLINGTON SCHOOL WELLINGTON SCHOOL DC RETIREMENT PLAN | COLUMBUS OH | 134 | $22.8M | $4K |
| 7 | PUBLIC POLICY INSTITUTE OF CALIFORNIA PUBLIC POLICY INSTITUTE OF CA DC RETIREMENT PLAN | SAN FRANCISCO CA | 104 | $54.0M | $3K |
| 8 | WESTRIDGE SCHOOL FOR GIRLS, INC. WESTRIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PASADENA CA | 149 | $48.0M | $2K |
| 9 | CAPE COD ACADEMY CAPE COD ACADEMY DC RETIREMENT PLAN | OSTERVILLE MA | 47 | $13.8M | $1K |
| 10 | HAWKEN SCHOOL HAWKEN SCHOOL RETIREMENT PLAN | GATES MILLS OH | 349 | $49.6M | $1K |
