Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding College Retirement Equities Fund (CREF) CREF Social Choice (invested in domestic and foreign equity securities and fixed-income securities) in their Schedule of Assets, totaling $611K 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 | WEST VIRGINIA UNIVERSITY RESEARCH CORP. WEST VIRGINIA UNIVERSITY RESEARCH CORPORATION 403B DEFINED CONTRIBUTION PLAN | MORGANTOWN WV | 583 | $43.3M | $611K |