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 Small-Cap Grw Idx Adm in their Schedule of Assets, totaling $272K 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 | $187K |
| 2 | LIVINGSTONE COLLEGE LIVINGSTONE COLLEGE DEFINED CONTRIBUTION PLAN | SALISBURY NC | 184 | $10.4M | $43K |
| 3 | AMERICAN ASSOCIATION OF COLLEGES OF NURSING |
WASHINGTON DC |
| 62 |
| $27.3M |
| $22K |
| 4 | WOODBERRY FOREST SCHOOL WOODBERRY FOREST SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WOODBERRY FOREST VA | 262 | $77.3M | $20K |
