Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Vanguard Mid-Cap Idx Adm in their Schedule of Assets, totaling $6.2M 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 | CRYSTAL SPRINGS UPLANDS SCHOOL CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HILLSBOROUGH CA | 163 | $49.0M | $913K |
| 2 | GARDNER-WEBB UNIVERSITY , INC. GARDNER-WEBB UNIVERSITY PENSION PLAN | BOILING SPRINGS NC | 365 | $83.3M | $577K |
| 3 | WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT |
VALHALLA NY |
| 141 |
| $20.9M |
| $560K |
| 4 | CURTIS SCHOOL FOUNDATION CURTIS SCHOOL DEFINED CONTRIBUTION & TAX DEFERRED ANNUITY PLAN | LOS ANGELES CA | 110 | $33.6M | $542K |
| 5 | WINDWARD SCHOOL INC WINDWARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 166 | $48.9M | $521K |
| 6 | INTERLOCHEN CENTER FOR THE ARTS INTERLOCHEN CENTER FOR THE ARTS RETIREMENT PLAN | INTERLOCHEN MI | 475 | $45.8M | $406K |
| 7 | BURR AND BURTON SEMINARY D/B/A BURR AND BURTON ACADEMY BURR AND BURTON ACADEMY 403(B)PLAN | MANCHESTER VT | 172 | $30.0M | $390K |
| 8 | HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS OH | 267 | $51.8M | $378K |
| 9 | SAINT FRANCIS UNIVERSITY SAINT FRANCIS UNIVERSITY RETIREMENT PLAN | LORETTO PA | 473 | $127.9M | $361K |
| 10 | WYOMING SEMINARY WYOMING SEMINARY DEFINED CONTRIBUTION RETIREMENT PLAN | KINGSTON PA | 195 | $50.7M | $357K |
