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 2045 T4 in their Schedule of Assets, totaling $8.2M 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 | APPALACHIAN MOUNTAIN CLUB APPALACHIAN MOUNTAIN CLUB RETIREMENT PLAN | BOSTON MA | 230 | $47.1M | $1.4M |
| 2 | NASSAU COUNTY AHRC FOUNDATION, INC. ASSOCIATED EMPLOYERS FOR THE HELP OF THE DEVELOPMENTALLY DISABLED 403(B) PLAN | BROOKVILLE NY | 1,729 | $78.2M | $794K |
| 3 | LIVE OAK A LEARNING CENTER FOR CHILDREN |
SAN FRANCISCO CA |
| 88 |
| $9.8M |
| $478K |
| 4 | MISSOURI HISTORICAL SOCIETY TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF MISSOURI HISTORICAL SOCIETY | ST. LOUIS MO | 163 | $14.2M | $405K |
| 5 | HOLDERNESS SCHOOL HOLDERNESS SCHOOL DC RETIREMENT PLAN | PLYMOUTH NH | 152 | $42.5M | $344K |
| 6 | THE WELLINGTON SCHOOL WELLINGTON SCHOOL DC RETIREMENT PLAN | COLUMBUS OH | 134 | $22.8M | $319K |
| 7 | CURTIS SCHOOL FOUNDATION CURTIS SCHOOL DEFINED CONTRIBUTION & TAX DEFERRED ANNUITY PLAN | LOS ANGELES CA | 110 | $33.6M | $261K |
| 8 | COMMUNITIES IN SCHOOLS OF HOUSTON INC. COMMUNITIES IN SCHOOLS OF HOUSTON INC 403B DC PLAN | HOUSTON TX | 233 | $8.1M | $257K |
| 9 | MISSOURI HISTORICAL SOCIETY MISSOURI HISTORICAL SOCIETY PENSION PLAN | ST. LOUIS MO | 132 | $10.0M | $253K |
| 10 | INDIAN CREEK SCHOOL INDIAN CREEK SCHOOL 403(B) DC PLAN | CROWNSVILLE MD | 110 | $18.7M | $240K |
