Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding CREF Bond Market Variable annuity contracts in their Schedule of Assets, totaling $3.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HARVARD-WESTLAKE SCHOOL HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | STUDIO CITY CA | 364 | $220.8M | $2.7M |
| 2 | SAINT JAMES SCHOOL SAINT JAMES SCHOOL RETIREMENT | MONTGOMERY AL | 0 | $12.5M | $211K |
| 3 | COGNIA, INC. COGNIA ERISA 403(B) PLAN |
ALPHARETTA GA |
| 423 |
| $101.6M |
| $174K |
| 4 | SAINT JAMES SCHOOL SAINT JAMES SCHOOL TDA | MONTGOMERY AL | 0 | $8.9M | $126K |
