Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Vanguard Small-Cap Idx Adm in their Schedule of Assets, totaling $1.6M 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 | WASHINGTON EPISCOPAL SCHOOL WASHINGTON EPISCOPAL SCHOOL TIAA-CREF RETIREMENT PLAN | BETHESDA MD | 85 | $25.1M | $1.1M |
| 2 | HOLY NAMES UNIVERSITY HOLY NAMES UNIVERSITY DEFINED CONTRIBUTION PLAN | OAKLAND CA | 237 | $28.7M | $258K |
| 3 | HEATHWOOD HALL EPISCOPAL SCHOOL |
COLUMBIA SC |
| — |
| $0 |
| $92K |
| 4 | PARK DAY SCHOOL PARK DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | OAKLAND CA | 72 | $8.1M | $64K |
| 5 | SENIOR SERVICES OF SE VIRGINIA SENIOR SERVICES OF SE VIRGINIA 403(B) DEFINED CONTRIBUTION PLAN | NORFOLK VA | 86 | $2.3M | $62K |
| 6 | ROLLING HILLS PREPARATORY SCHOOL ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN PEDRO CA | 57 | $10.1M | $52K |
