Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Vanguard 500 Idx Adm in their Schedule of Assets, totaling $64.7M 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 | UR MEDICINE HOME CARE INC. UR MEDICINE HOME CARE INC. 401(K) RETIREMENT SAVINGS PLAN | WEBSTER NY | 407 | $37.6M | $7.7M |
| 2 | WYOMING SEMINARY WYOMING SEMINARY DEFINED CONTRIBUTION RETIREMENT PLAN | KINGSTON PA | 195 | $50.7M | $5.9M |
| 3 | FOUNDATION FOR THE CAROLINAS |
CHARLOTTE NC |
| 198 |
| $32.5M |
| $5.1M |
| 4 | PRINCETON UNIVERSITY PRESS PRINCETON UNIVERSITY PRESS DC RETIREMENT PLAN | PRINCETON NJ | 145 | $61.9M | $3.9M |
| 5 | GARDNER-WEBB UNIVERSITY , INC. GARDNER-WEBB UNIVERSITY PENSION PLAN | BOILING SPRINGS NC | 365 | $83.3M | $3.5M |
| 6 | LICK-WILMERDING HIGH SCHOOL THE LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN | SAN FRANCISCO CA | 147 | $48.8M | $3.4M |
| 7 | ASIA SOCIETY ASIA SOCIETY 403(B) DC PLAN | NEW YORK NY | 132 | $58.1M | $3.3M |
| 8 | INTERLOCHEN CENTER FOR THE ARTS INTERLOCHEN CENTER FOR THE ARTS RETIREMENT PLAN | INTERLOCHEN MI | 475 | $45.8M | $3.2M |
| 9 | FONTBONNE UNIVERSITY FONTBONNE UNIVERSITY 403 (B) PLAN | ST. LOUIS MO | 236 | $38.5M | $3.0M |
| 10 | BURR AND BURTON SEMINARY D/B/A BURR AND BURTON ACADEMY BURR AND BURTON ACADEMY 403(B)PLAN | MANCHESTER VT | 172 | $30.0M | $3.0M |
