Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Vanguard Target Retire 2060 in their Schedule of Assets, totaling $1.3M 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 | INTERLOCHEN CENTER FOR THE ARTS INTERLOCHEN CENTER FOR THE ARTS RETIREMENT PLAN | INTERLOCHEN MI | 475 | $45.8M | $677K |
| 2 | HOLY NAMES UNIVERSITY HOLY NAMES UNIVERSITY DEFINED CONTRIBUTION PLAN | OAKLAND CA | 237 | $28.7M | $247K |
| 3 | A.A. WORLD SERVICES, INC. |
NEW YORK NY |
| 103 |
| $7.7M |
| $181K |
| 4 | WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT 403(B) DC PLAN | VALHALLA NY | 141 | $20.9M | $125K |
| 5 | HEATHWOOD HALL EPISCOPAL SCHOOL HEATHWOOD HALL EPISCOPAL SCHOOL DEFINED CONTRIBUTION PLAN | COLUMBIA SC | — | $0 | $62K |
