Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Vanguard Target Retire 2035 in their Schedule of Assets, totaling $7.1M 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 | TABOR ACADEMY TABOR ACADEMY DEFINED CONTRIBUTION PLAN | MARION MA | 218 | $70.1M | $5.6M |
| 2 | HEATHWOOD HALL EPISCOPAL SCHOOL HEATHWOOD HALL EPISCOPAL SCHOOL DEFINED CONTRIBUTION PLAN | COLUMBIA SC | — | $0 | $1.0M |
| 3 | HOLY NAMES UNIVERSITY HOLY NAMES UNIVERSITY DEFINED CONTRIBUTION PLAN |
OAKLAND CA |
| 237 |
| $28.7M |
| $556K |
