Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Vanguard Infl Protect Sec Adm in their Schedule of Assets, totaling $3.5M 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 | SAINT FRANCIS UNIVERSITY SAINT FRANCIS UNIVERSITY RETIREMENT PLAN | LORETTO PA | 473 | $127.9M | $669K |
| 2 | ASIA SOCIETY ASIA SOCIETY 403(B) DC PLAN | NEW YORK NY | 132 | $58.1M | $573K |
| 3 | ASSOCIATION OF INDEPENDENT KENTUCKY COLLEGES AND UNIVERSITIES ASSOCIATION OF INDEPENDENT KENTUCKY COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN |
FRANKFORT KY |
| 1,301 |
| $80.9M |
| $518K |
| 4 | FONTBONNE UNIVERSITY FONTBONNE UNIVERSITY 403 (B) PLAN | ST. LOUIS MO | 236 | $38.5M | $504K |
| 5 | ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 124 | $26.9M | $188K |
| 6 | THE WELLINGTON SCHOOL WELLINGTON SCHOOL DC RETIREMENT PLAN | COLUMBUS OH | 134 | $22.8M | $187K |
| 7 | AMERICAN ASSOCIATION OF COLLEGES OF NURSING AMERICAN ASSOCIATION OF COLLEGES OF NURSING DEFINED CONTRIBUTION PLAN | WASHINGTON DC | 62 | $27.3M | $184K |
| 8 | INTERLOCHEN CENTER FOR THE ARTS INTERLOCHEN CENTER FOR THE ARTS RETIREMENT PLAN | INTERLOCHEN MI | 475 | $45.8M | $182K |
| 9 | ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 217 | $21.5M | $121K |
| 10 | WYOMING SEMINARY WYOMING SEMINARY DEFINED CONTRIBUTION RETIREMENT PLAN | KINGSTON PA | 195 | $50.7M | $115K |
