Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Access Nuv Mid Cap Grw T4 in their Schedule of Assets, totaling $970K 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 | HOLDERNESS SCHOOL HOLDERNESS SCHOOL DC RETIREMENT PLAN | PLYMOUTH NH | 152 | $42.5M | $81K |
| 2 | HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS OH | 267 | $51.8M | $78K |
| 3 | LYCEE FRANCAIS DE SAN FRANCISCO LYCEE FRANCAIS DE SAN FRANCISCO 403(B) DC PLAN |
SAN FRANCISCO CA |
| 136 |
| $32.2M |
| $74K |
| 4 | CURTIS SCHOOL FOUNDATION CURTIS SCHOOL DEFINED CONTRIBUTION & TAX DEFERRED ANNUITY PLAN | LOS ANGELES CA | 110 | $33.6M | $70K |
| 5 | ASIA SOCIETY ASIA SOCIETY 403(B) DC PLAN | NEW YORK NY | 132 | $58.1M | $60K |
| 6 | NASSAU COUNTY AHRC FOUNDATION, INC. ASSOCIATED EMPLOYERS FOR THE HELP OF THE DEVELOPMENTALLY DISABLED 403(B) PLAN | BROOKVILLE NY | 1,729 | $78.2M | $60K |
| 7 | CENTER FOR APPLIED LINGUISTICS CENTER FOR APPLIED LINGUISTICS DCRA | WASHINGTON DC | 128 | $28.0M | $45K |
| 8 | LIVE OAK A LEARNING CENTER FOR CHILDREN LIVE OAK A LEARNING CENTER FOR CHILDREN - 403(B) DC PLAN | SAN FRANCISCO CA | 88 | $9.8M | $43K |
| 9 | BASTYR UNIVERSITY BASTYR UNIVERSITY 403(B) DC PLAN | KENMORE WA | 328 | $45.5M | $43K |
| 10 | PLANETARY SCIENCE INSTITUTE PLANETARY SCIENCE INSTITUTE 403(B) DC AND TDA PLAN | TUCSON AZ | 155 | $34.5M | $41K |
