Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Access Nuv Qnt MdCpGrw T4 in their Schedule of Assets, totaling $445K 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 | THE PECK SCHOOL PECK SCHOOL RETIREMENT PLAN | MORRISTOWN NJ | 99 | $40.6M | $118K |
| 2 | NATIONAL FOUNDATION FOR THE CDC, INC. NAT'L FOUNDATION FOR THE CENTERS FOR DISEASE CONTROL/PREVENTION INC DEFINED CONTRIBUTION RETIREMENT PLAN | ATLANTA GA | 1,027 | $68.1M | $69K |
| 3 | THE PACKER COLLEGIATE INSTITUTE |
BROOKLYN NY |
| 264 |
| $111.3M |
| $67K |
| 4 | AMON CARTER MUSEUM OF WESTERN ART AMON CARTER MUSEUM OF WESTERN ART RETIREMENT PLAN | FORT WORTH TX | 90 | $27.9M | $55K |
| 5 | INTERLOCHEN CENTER FOR THE ARTS INTERLOCHEN CENTER FOR THE ARTS RETIREMENT PLAN | INTERLOCHEN MI | 475 | $45.8M | $51K |
| 6 | WESTSIDE NEIGHBORHOOD SCHOOL WESTSIDE NEIGHBORHOOD SCHOOL 403(B) DC PLAN | LOS ANGELES CA | 164 | $18.6M | $18K |
| 7 | THE EVERGREEN SCHOOL THE EVERGREEN SCHOOL 403(B) DC PLAN | SHORELINE WA | 122 | $31.2M | $15K |
| 8 | LOUISBURG COLLEGE LOUISBURG COLLEGE 403(B) PLAN | LOUISBURG NC | 97 | $14.7M | $13K |
| 9 | WOODBERRY FOREST SCHOOL WOODBERRY FOREST SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WOODBERRY FOREST VA | 262 | $77.3M | $12K |
| 10 | AVERY COONLEY SCHOOL AVERY COONLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | DOWNERS GROVE IL | 76 | $20.7M | $10K |
