Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding College Retirement Equities Fund Core Bond R2 Registered investment company in their Schedule of Assets, totaling $5.5M 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 | RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. TDA AND (FROZEN) DC PLAN | MENANDS NY | 1,471 | $213.4M | $2.4M |
| 2 | RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | MENANDS NY | 1,153 | $186.3M | $2.3M |
| 3 |
WESTERVILLE OH |
| 758 |
| $136.3M |
| $769K |
