Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Vanguard Target Retire Income in their Schedule of Assets, totaling $2.1M 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 | HOLY NAMES UNIVERSITY HOLY NAMES UNIVERSITY DEFINED CONTRIBUTION PLAN | OAKLAND CA | 237 | $28.7M | $1.1M |
| 2 | INTERLOCHEN CENTER FOR THE ARTS INTERLOCHEN CENTER FOR THE ARTS RETIREMENT PLAN | INTERLOCHEN MI | 475 | $45.8M | $465K |
| 3 | HEATHWOOD HALL EPISCOPAL SCHOOL |
COLUMBIA SC |
| — |
| $0 |
| $394K |
| 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 | $82K |
| 5 | PHILLIPS BROOKS SCHOOL PHILLIPS BROOKS SCHOOL 403(B) DC PLAN | MENLO PARK CA | 81 | $16.5M | $36K |
| 6 | WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT 403(B) DC PLAN | VALHALLA NY | 141 | $20.9M | $21K |
| 7 | GOODWILL INDUSTRIES OF CENTRAL FLORIDA, INC. GOODWILL INDUSTRIES OF CENTRAL FLORIDA, INC. PROFIT SHARING PLAN | ORLANDO FL | 54 | $77K | $4K |
