Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2040 T3 in their Schedule of Assets, totaling $671K 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 | LIMESTONE UNIVERSITY LIMESTONE UNIVERSITY RETIREMENT PLAN | GAFFNEY SC | 340 | $36.0M | $392K |
| 2 | WYOMING SEMINARY WYOMING SEMINARY DEFINED CONTRIBUTION RETIREMENT PLAN | KINGSTON PA | 195 | $50.7M | $189K |
| 3 | FRESNO PACIFIC UNIVERSITY FRESNO PACIFIC UNIVERSITY DC RETIREMENT PLAN |
FRESNO CA |
| 367 |
| $53.4M |
| $58K |
| 4 | LICK-WILMERDING HIGH SCHOOL THE LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN | SAN FRANCISCO CA | 147 | $48.8M | $31K |
| 5 | AMERICAN METEOROLOGICAL SOCIETY AMERICAN METEOROLOGICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 78 | $34.9M | $2K |
