Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding College Retirement Equities Fund CREF Equity Index R1 in their Schedule of Assets, totaling $11.7M 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 | HEBREW ACADEMY OF NASSAU COUNTY HEBREW ACADEMY OF NASSAU COUNTY DEFINED CONTRIBUTION PLAN | WEST HEMPSTEAD NY | 126 | $37.8M | $2.5M |
| 2 | INDEPENDENT TELEVISION SERVICE, INC. INDEPENDENT TELEVISION SERVICE, INC. 403(B) RETIREMENT PLAN | SAN FRANCISCO CA | 66 | $18.6M | $1.1M |
| 3 | THE COLBURN SCHOOL |
LOS ANGELES CA |
| 354 |
| $34.1M |
| $991K |
| 4 | SAN FRANCISCO FRIENDS SCHOOL SAN FRANCISCO FRIENDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 83 | $22.8M | $984K |
| 5 | YESHIVA OF NORTH JERSEY 403(B) THRIFT PLAN OF YESHIVA OF NORTH JERSEY | RIVER EDGE NJ | 192 | $21.3M | $944K |
| 6 | SAN FRANCISCO WALDORF SCHOOL ASSOCIATION SAN FRANCISCO WALDORF SCHOOL 403(B) DC PLAN | SAN FRANCISCO CA | 75 | $9.3M | $889K |
| 7 | OTTAWA UNIVERSITY OTTAWA UNIVERSITY DC PLAN | OTTAWA KS | 392 | $41.3M | $748K |
| 8 | LIVE OAK A LEARNING CENTER FOR CHILDREN LIVE OAK A LEARNING CENTER FOR CHILDREN - 403(B) DC PLAN | SAN FRANCISCO CA | 88 | $9.8M | $727K |
| 9 | THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN | SCRANTON PA | 650 | $36.5M | $700K |
| 10 | PAUL SMITH'S COLLEGE OF ARTS AND SCIENCES PAUL SMITH'S COLLEGE OF ARTS AND SCIENCES DEFINED CONTRIBUTION RETIREMENT PLAN | PAUL SMITHS NY | 112 | $30.2M | $674K |
