Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Vanguard Ttl Bd Mkt Idx Adm in their Schedule of Assets, totaling $3.1M 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 | THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING DC PLAN | STANFORD CA | 57 | $41.5M | $1.3M |
| 2 | TABOR ACADEMY TABOR ACADEMY DEFINED CONTRIBUTION PLAN | MARION MA | 218 | $70.1M | $678K |
| 3 | HOLY NAMES UNIVERSITY |
OAKLAND CA |
| 237 |
| $28.7M |
| $272K |
| 4 | OAKLAND MUSEUM OF CALIFORNIA OAKLAND MUSEUM OF CALIFORNIA 403(B) DC PLAN | OAKLAND CA | 115 | $13.5M | $270K |
| 5 | WASHINGTON EPISCOPAL SCHOOL WASHINGTON EPISCOPAL SCHOOL TIAA-CREF RETIREMENT PLAN | BETHESDA MD | 85 | $25.1M | $212K |
| 6 | ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 217 | $21.5M | $187K |
| 7 | BROOKSTONE SCHOOL, INC. BROOKSTONE SCHOOL, INC. RETIREMENT PLAN | COLUMBUS GA | 150 | $20.8M | $95K |
| 8 | HEATHWOOD HALL EPISCOPAL SCHOOL HEATHWOOD HALL EPISCOPAL SCHOOL DEFINED CONTRIBUTION PLAN | COLUMBIA SC | — | $0 | $37K |
| 9 | THE BRANDEIS SCHOOL OF SAN FRANCISCO THE BRANDEIS SCHOOL OF SAN FRANCISCO RETIREMENT PLAN | SAN FRANCISCO CA | 181 | $21.6M | $19K |
| 10 | SENIOR SERVICES OF SE VIRGINIA SENIOR SERVICES OF SE VIRGINIA 403(B) DEFINED CONTRIBUTION PLAN | NORFOLK VA | 86 | $2.3M | $12K |
