Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2040 T4 in their Schedule of Assets, totaling $10.3M 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 | APPALACHIAN MOUNTAIN CLUB APPALACHIAN MOUNTAIN CLUB RETIREMENT PLAN | BOSTON MA | 230 | $47.1M | $1.3M |
| 2 | CURTIS SCHOOL FOUNDATION CURTIS SCHOOL DEFINED CONTRIBUTION & TAX DEFERRED ANNUITY PLAN | LOS ANGELES CA | 110 | $33.6M | $1.0M |
| 3 | LIVE OAK A LEARNING CENTER FOR CHILDREN |
SAN FRANCISCO CA |
| 88 |
| $9.8M |
| $1.0M |
| 4 | NASSAU COUNTY AHRC FOUNDATION, INC. ASSOCIATED EMPLOYERS FOR THE HELP OF THE DEVELOPMENTALLY DISABLED 403(B) PLAN | BROOKVILLE NY | 1,729 | $78.2M | $970K |
| 5 | PUBLIC POLICY INSTITUTE OF CALIFORNIA PUBLIC POLICY INSTITUTE OF CA DC RETIREMENT PLAN | SAN FRANCISCO CA | 104 | $54.0M | $583K |
| 6 | ASSOCIATION OF INDEPENDENT KENTUCKY COLLEGES AND UNIVERSITIES ASSOCIATION OF INDEPENDENT KENTUCKY COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | FRANKFORT KY | 1,301 | $80.9M | $504K |
| 7 | LYCEE FRANCAIS DE SAN FRANCISCO LYCEE FRANCAIS DE SAN FRANCISCO 403(B) DC PLAN | SAN FRANCISCO CA | 136 | $32.2M | $468K |
| 8 | THE WELLINGTON SCHOOL WELLINGTON SCHOOL DC RETIREMENT PLAN | COLUMBUS OH | 134 | $22.8M | $384K |
| 9 | MISSOURI HISTORICAL SOCIETY TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY | ST. LOUIS MO | 163 | $14.2M | $327K |
| 10 | CENTER FOR APPLIED LINGUISTICS CENTER FOR APPLIED LINGUISTICS DCRA | WASHINGTON DC | 128 | $28.0M | $321K |
