Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2030 T4 in their Schedule of Assets, totaling $6.2M 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 | NASSAU COUNTY AHRC FOUNDATION, INC. ASSOCIATED EMPLOYERS FOR THE HELP OF THE DEVELOPMENTALLY DISABLED 403(B) PLAN | BROOKVILLE NY | 1,729 | $78.2M | $618K |
| 2 | CURTIS SCHOOL FOUNDATION CURTIS SCHOOL DEFINED CONTRIBUTION & TAX DEFERRED ANNUITY PLAN | LOS ANGELES CA | 110 | $33.6M | $539K |
| 3 | LYCEE FRANCAIS DE SAN FRANCISCO |
SAN FRANCISCO CA |
| 136 |
| $32.2M |
| $443K |
| 4 | FONTBONNE UNIVERSITY FONTBONNE UNIVERSITY 403 (B) PLAN | ST. LOUIS MO | 236 | $38.5M | $395K |
| 5 | COMMUNITIES IN SCHOOLS OF HOUSTON INC. COMMUNITIES IN SCHOOLS OF HOUSTON INC 403B DC PLAN | HOUSTON TX | 233 | $8.1M | $350K |
| 6 | THE BRIARWOOD SCHOOL THE BRIARWOOD SCHOOL TDA PLAN | HOUSTON TX | 101 | $8.6M | $332K |
| 7 | PUBLIC POLICY INSTITUTE OF CALIFORNIA PUBLIC POLICY INSTITUTE OF CA DC RETIREMENT PLAN | SAN FRANCISCO CA | 104 | $54.0M | $290K |
| 8 | MISSOURI HISTORICAL SOCIETY TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY | ST. LOUIS MO | 163 | $14.2M | $273K |
| 9 | UNITED CEREBRAL PALSY OF CENTRAL PENNSYLVANIA UNITED CEREBRAL PALSY OF CENTRAL PENNSYLVANIA, INC. 403(B) DC PLAN | CAMP HILL PA | 741 | $9.5M | $261K |
| 10 | HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS OH | 267 | $51.8M | $256K |
