Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding College Retirement Equities Fund CREF Equity Index R1 in their Schedule of Assets, totaling $18.0M 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 | THE BAY SCHOOL OF SAN FRANCISCO THE BAY SCHOOL OF SAN FRANCISCO DC RETIREMENT PLAN | SAN FRANCISCO CA | 94 | $22.8M | $2.2M |
| 3 | URBAN SCHOOL OF SAN FRANCISCO |
SAN FRANCISCO CA |
| 97 |
| $42.4M |
| $1.7M |
| 4 | THE SEVEN HILLS SCHOOL THE SEVEN HILLS SCHOOL RETIREMENT PLAN | WALNUT CREEK CA | 105 | $23.3M | $1.5M |
| 5 | TOWN SCHOOL FOR BOYS TOWN SCHOOL FOR BOYS DC RETIREMENT PLAN | SAN FRANCISCO CA | 134 | $43.0M | $1.4M |
| 6 | INDEPENDENT TELEVISION SERVICE, INC. INDEPENDENT TELEVISION SERVICE, INC. 403(B) RETIREMENT PLAN | SAN FRANCISCO CA | 66 | $18.6M | $1.1M |
| 7 | THE COLBURN SCHOOL THE COLBURN SCHOOL TDA / DC PLAN | LOS ANGELES CA | 354 | $34.1M | $991K |
| 8 | SAN FRANCISCO FRIENDS SCHOOL SAN FRANCISCO FRIENDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 83 | $22.8M | $984K |
| 9 | YESHIVA OF NORTH JERSEY 403(B) THRIFT PLAN OF YESHIVA OF NORTH JERSEY | RIVER EDGE NJ | 192 | $21.3M | $944K |
| 10 | SAN FRANCISCO WALDORF SCHOOL ASSOCIATION SAN FRANCISCO WALDORF SCHOOL 403(B) DC PLAN | SAN FRANCISCO CA | 75 | $9.3M | $889K |
