Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Vanguard 500 Idx Adm in their Schedule of Assets, totaling $11.9M 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 | PECKHAM, INC. PECKHAM, INC. 403(B) TDA PLAN | LANSING MI | 3,928 | $57.3M | $2.4M |
| 2 | HOLY NAMES UNIVERSITY HOLY NAMES UNIVERSITY DEFINED CONTRIBUTION PLAN | OAKLAND CA | 237 | $28.7M | $1.9M |
| 3 | PECKHAM, INC. PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN |
LANSING MI |
| 1,744 |
| $53.4M |
| $1.6M |
| 4 | WASHINGTON EPISCOPAL SCHOOL WASHINGTON EPISCOPAL SCHOOL TIAA-CREF RETIREMENT PLAN | BETHESDA MD | 85 | $25.1M | $1.6M |
| 5 | THE BRANDEIS SCHOOL OF SAN FRANCISCO THE BRANDEIS SCHOOL OF SAN FRANCISCO RETIREMENT PLAN | SAN FRANCISCO CA | 181 | $21.6M | $1.1M |
| 6 | TARBUT V'TORAH COMMUNITY DAY SCHOOL, NAOMI GELMAN WEISS MEMORIAL TARBUT V'TORAH 403(B) PLAN | IRVINE CA | 150 | $23.4M | $995K |
| 7 | THE JEMICY SCHOOL THE JEMICY SCHOOL RETIREMENT PLAN | OWINGS MILLS MD | 169 | $23.5M | $960K |
| 8 | HEATHWOOD HALL EPISCOPAL SCHOOL HEATHWOOD HALL EPISCOPAL SCHOOL DEFINED CONTRIBUTION PLAN | COLUMBIA SC | — | $0 | $855K |
| 9 | MOUNDS PARK ACADEMY MOUNDS PARK ACADEMY RETIREMENT PLAN | SAINT PAUL MN | 109 | $18.1M | $459K |
| 10 | CHILDREN AND FAMILIES FIRST CHILDREN AND FAMILIES FIRST 401(A) MPP PLAN | GREENSBORO NC | 342 | $6.1M | $67K |
