Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Vanguard Ttl Intl Stk Idx Adm in their Schedule of Assets, totaling $40.1M 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 | UR MEDICINE HOME CARE INC. UR MEDICINE HOME CARE INC. 401(K) RETIREMENT SAVINGS PLAN | WEBSTER NY | 407 | $37.6M | $7.5M |
| 2 | THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN NY | 264 | $111.3M | $4.1M |
| 3 | ASIA SOCIETY |
NEW YORK NY |
| 132 |
| $58.1M |
| $2.8M |
| 4 | FONTBONNE UNIVERSITY FONTBONNE UNIVERSITY 403 (B) PLAN | ST. LOUIS MO | 236 | $38.5M | $2.8M |
| 5 | UNIVERSITY SCHOOL OF MILWAUKEE UNIVERSITY SCHOOL OF MILWAUKEE DEFINED CONTRIBUTION RETIREMENT PLAN | MILWAUKEE WI | 234 | $85.4M | $2.4M |
| 6 | SAINT FRANCIS UNIVERSITY SAINT FRANCIS UNIVERSITY RETIREMENT PLAN | LORETTO PA | 473 | $127.9M | $2.4M |
| 7 | ALLEN-STEVENSON SCHOOL ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 123 | $79.5M | $2.3M |
| 8 | PRINCETON UNIVERSITY PRESS PRINCETON UNIVERSITY PRESS DC RETIREMENT PLAN | PRINCETON NJ | 145 | $61.9M | $1.7M |
| 9 | GARDNER-WEBB UNIVERSITY , INC. GARDNER-WEBB UNIVERSITY PENSION PLAN | BOILING SPRINGS NC | 365 | $83.3M | $1.5M |
| 10 | FOUNDATION FOR THE CAROLINAS FOUNDATION FOR THE CAROLINAS DC PLAN | CHARLOTTE NC | 198 | $32.5M | $1.5M |
