Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Vanguard Ttl Bd Mkt Idx Adm in their Schedule of Assets, totaling $23.8M 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 | POINT LOMA NAZARENE UNIVERSITY POINT LOMA NAZARENE UNIVERSITY RETIREMENT PLAN | SAN DIEGO CA | 644 | $170.7M | $4.4M |
| 2 | SAVANNAH COLLEGE OF ART AND DESIGN SAVANNAH COLLEGE OF ART AND DESIGN RETIREMENT PLAN | SAVANNAH GA | 1,941 | $222.1M | $2.6M |
| 3 | SAINT FRANCIS UNIVERSITY |
LORETTO PA |
| 473 |
| $127.9M |
| $1.8M |
| 4 | FOUNDATION FOR THE CAROLINAS FOUNDATION FOR THE CAROLINAS DC PLAN | CHARLOTTE NC | 198 | $32.5M | $1.2M |
| 5 | BASTYR UNIVERSITY BASTYR UNIVERSITY 403(B) DC PLAN | KENMORE WA | 328 | $45.5M | $1.2M |
| 6 | GARDNER-WEBB UNIVERSITY , INC. GARDNER-WEBB UNIVERSITY PENSION PLAN | BOILING SPRINGS NC | 365 | $83.3M | $1.2M |
| 7 | UR MEDICINE HOME CARE INC. UR MEDICINE HOME CARE INC. 401(K) RETIREMENT SAVINGS PLAN | WEBSTER NY | 407 | $37.6M | $1.1M |
| 8 | SALEM ACADEMY AND COLLEGE SALEM ACADEMY AND COLLEGE FACULTY DEFINED CONTRIBUTION RETIREMENT PLAN | WINSTON-SALEM NC | 67 | $24.2M | $922K |
| 9 | PRINCETON UNIVERSITY PRESS PRINCETON UNIVERSITY PRESS DC RETIREMENT PLAN | PRINCETON NJ | 145 | $61.9M | $856K |
| 10 | THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN NY | 264 | $111.3M | $814K |
