Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Variable Annuity Accounts * College Retirement Equities Fund CREF Stock R2 in their Schedule of Assets, totaling $67.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. 403(B) PENSION PLAN | DALLAS TX | 3,811 | $398.4M | $38.5M |
| 2 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. QUALIFIED RETIREMENT PLAN | DALLAS TX | 3,729 | $514.4M | $18.0M |
| 3 | DRURY UNIVERSITY |
SPRINGFIELD MO |
| 793 |
| $82.3M |
| $10.9M |
