Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding College Retirement Equities Fund variable annuities TIAA Access Nuv S&P 500 Idx T4 in their Schedule of Assets, totaling $76K 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 BRIARWOOD SCHOOL THE BRIARWOOD SCHOOL TDA PLAN | HOUSTON TX | 101 | $8.6M | $41K |
| 2 | UNITED CEREBRAL PALSY OF CENTRAL PENNSYLVANIA UNITED CEREBRAL PALSY OF CENTRAL PENNSYLVANIA, INC. 403(B) DC PLAN | CAMP HILL PA | 741 | $9.5M | $27K |
| 3 | THE BRIARWOOD SCHOOL THE BRIARWOOD SCHOOL 403B DC PLAN |
HOUSTON TX |
| 105 |
| $3.4M |
| $9K |
