Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Vanguard Devlopd Mkts Idx Adm in their Schedule of Assets, totaling $4.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MOUNT ALOYSIUS COLLEGE MOUNT ALOYSIUS COLLEGE CONSOLIDATED RETIREMENT PLA | CRESSON PA | 168 | $41.7M | $3.2M |
| 2 | WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT 403(B) DC PLAN | VALHALLA NY | 141 | $20.9M | $480K |
| 3 | SHORECREST PREPARATORY SCHOOL |
ST. PETERSBURG FL |
| 202 |
| $23.0M |
| $319K |
| 4 | OJAI VALLEY SCHOOL, INC. OJAI VALLEY SCHOOL, INC. PROFIT SHARING PLAN | OJAI CA | 137 | $10.9M | $83K |
