Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Vanguard Target Retire 2060 in their Schedule of Assets, totaling $1.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TABOR ACADEMY TABOR ACADEMY DEFINED CONTRIBUTION PLAN | MARION MA | 218 | $70.1M | $712K |
| 2 | HOLY NAMES UNIVERSITY HOLY NAMES UNIVERSITY DEFINED CONTRIBUTION PLAN | OAKLAND CA | 237 | $28.7M | $247K |
| 3 | THE OPEN WINDOW SCHOOL THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
BELLEVUE WA |
| 81 |
| $12.5M |
| $189K |
| 4 | A.A. WORLD SERVICES, INC. A.A. WORLD SERVICES, INC. AND A.A. GRAPEVINE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 103 | $7.7M | $181K |
| 5 | SHORECREST PREPARATORY SCHOOL SHORECREST PREPARATORY SCHOOL 403(B) DC PLAN | ST. PETERSBURG FL | 202 | $23.0M | $174K |
| 6 | WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT 403(B) DC PLAN | VALHALLA NY | 141 | $20.9M | $125K |
| 7 | HEATHWOOD HALL EPISCOPAL SCHOOL HEATHWOOD HALL EPISCOPAL SCHOOL DEFINED CONTRIBUTION PLAN | COLUMBIA SC | — | $0 | $62K |
| 8 | CORNISH COLLEGE OF THE ARTS CORNISH COLLEGE OF THE ARTS 403(B) PLAN | SEATTLE WA | 170 | $28.2M | $61K |
