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 Nuv Intl Eq Idx T4 in their Schedule of Assets, totaling $401K 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 | BASTYR UNIVERSITY BASTYR UNIVERSITY 403(B) DC PLAN | KENMORE WA | 328 | $45.5M | $342K |
| 2 | KINGSLEY MONTESSORI SCHOOL KINGSLEY MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 64 | $8.6M | $55K |
| 3 | UNITED CEREBRAL PALSY OF CENTRAL PENNSYLVANIA |
CAMP HILL PA |
| 741 |
| $9.5M |
| $4K |
