Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Access Nuv Qt Sm Cp Eq T3 in their Schedule of Assets, totaling $1.6M 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 | NAVAL ACADEMY ATHLETIC ASSOCIATION NAVAL ACADEMY ATHLETIC ASSOCIATION RETIREMENT PLAN | ANNAPOLIS MD | 213 | $63.3M | $436K |
| 2 | LIMESTONE UNIVERSITY LIMESTONE UNIVERSITY RETIREMENT PLAN | GAFFNEY SC | 340 | $36.0M | $362K |
| 3 | THE MASTERS SCHOOL THE MASTERS SCHOOL 403(B) DC PLAN |
DOBBS FERRY NY |
| 254 |
| $63.2M |
| $252K |
| 4 | FRESNO PACIFIC UNIVERSITY FRESNO PACIFIC UNIVERSITY DC RETIREMENT PLAN | FRESNO CA | 367 | $53.4M | $242K |
| 5 | WYOMING SEMINARY WYOMING SEMINARY DEFINED CONTRIBUTION RETIREMENT PLAN | KINGSTON PA | 195 | $50.7M | $224K |
| 6 | UNIVERSITY OF PIKEVILLE UNIVERSITY OF PIKEVILLE RETIREMENT PLAN | PIKEVILLE KY | 581 | $46.7M | $47K |
