Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding College Retirement Equities Fund variable annuities Vanguard Ttl Stk Mkt Idx Adm in their Schedule of Assets, totaling $12.1M 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 | SAINT FRANCIS UNIVERSITY SAINT FRANCIS UNIVERSITY RETIREMENT PLAN | LORETTO PA | 473 | $127.9M | $2.7M |
| 2 | BASTYR UNIVERSITY BASTYR UNIVERSITY 403(B) DC PLAN | KENMORE WA | 328 | $45.5M | $2.6M |
| 3 | THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN |
BROOKLYN NY |
| 264 |
| $111.3M |
| $1.7M |
| 4 | AMERICAN ASSOCIATION OF COLLEGES OF NURSING AMERICAN ASSOCIATION OF COLLEGES OF NURSING DEFINED CONTRIBUTION PLAN | WASHINGTON DC | 62 | $27.3M | $1.2M |
| 5 | SALEM ACADEMY AND COLLEGE SALEM ACADEMY AND COLLEGE FACULTY DEFINED CONTRIBUTION RETIREMENT PLAN | WINSTON-SALEM NC | 67 | $24.2M | $1.2M |
| 6 | ALLEN-STEVENSON SCHOOL ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 123 | $79.5M | $851K |
| 7 | SALEM ACADEMY AND COLLEGE SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN | WINSTON-SALEM NC | 160 | $8.9M | $758K |
| 8 | THE ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK 401(K) PLAN | NEW YORK NY | 128 | $29.0M | $692K |
| 9 | THE JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | THE WOODLANDS TX | 328 | $47.4M | $428K |
