Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Vanguard Mid-Cap Value Idx Adm in their Schedule of Assets, totaling $451K 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 | WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT 403(B) DC PLAN | VALHALLA NY | 141 | $20.9M | $359K |
| 2 | DENVER ACADEMY, INC. DENVER ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | DENVER CO | 115 | $23.0M | $92K |
