Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Access Nuv Lrg Cap Val T4 - in their Schedule of Assets, totaling $10.5M 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 | $1.1M |
| 2 | HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS OH | 267 | $51.8M | $826K |
| 3 | THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN |
BROOKLYN NY |
| 264 |
| $111.3M |
| $605K |
| 4 | PUBLIC POLICY INSTITUTE OF CALIFORNIA PUBLIC POLICY INSTITUTE OF CA DC RETIREMENT PLAN | SAN FRANCISCO CA | 104 | $54.0M | $583K |
| 5 | PRINCETON UNIVERSITY PRESS PRINCETON UNIVERSITY PRESS DC RETIREMENT PLAN | PRINCETON NJ | 145 | $61.9M | $514K |
| 6 | HOLDERNESS SCHOOL HOLDERNESS SCHOOL DC RETIREMENT PLAN | PLYMOUTH NH | 152 | $42.5M | $492K |
| 7 | THE CAMBRIDGE SCHOOL OF WESTON, INC. THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN | WESTON MA | 99 | $30.3M | $474K |
| 8 | THE WELLINGTON SCHOOL WELLINGTON SCHOOL DC RETIREMENT PLAN | COLUMBUS OH | 134 | $22.8M | $422K |
| 9 | FONTBONNE UNIVERSITY FONTBONNE UNIVERSITY 403 (B) PLAN | ST. LOUIS MO | 236 | $38.5M | $411K |
| 10 | ASIA SOCIETY ASIA SOCIETY 403(B) DC PLAN | NEW YORK NY | 132 | $58.1M | $396K |
