Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding College Retirement Equities Fund CREF Equity Index R2 in their Schedule of Assets, totaling $74.6M 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 | THE ROCKEFELLER UNIVERSITY THE ROCKEFELLER UNIVERSITY RETIREMENT PLAN | NEW YORK NY | 1,313 | $839.4M | $34.3M |
| 2 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. QUALIFIED RETIREMENT PLAN | DALLAS TX | 3,729 | $514.4M | $7.8M |
| 3 | MEDICAL FACULTY ASSOCIATES, INC. |
WASHINGTON DC |
| 917 |
| $114.3M |
| $5.7M |
| 4 | UNIVERSITY OF DUBUQUE UNIVERSITY OF DUBUQUE EMPLOYEES' 403(B) PLAN | DUBUQUE IA | 700 | $75.1M | $4.8M |
| 5 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. 403(B) PENSION PLAN | DALLAS TX | 3,811 | $398.4M | $4.6M |
| 6 | WESTMINSTER COLLEGE WESTMINSTER COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NEW WILMINGTON PA | 207 | $78.2M | $3.9M |
| 7 | BAYLOR SCHOOL DC PLAN BAYLOR SCHOOL DC PLAN | CHATTANOOGA TN | 296 | $71.5M | $2.8M |
| 8 | CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE CHARLES R. DREW UNIVERSITY DEFINED CONTRIBUTION PLAN | LOS ANGELES CA | 576 | $52.6M | $2.6M |
| 9 | CAMBRIDGE UNIVERSITY PRESS AND ASSESSMENT CAMBRIDGE UNIVERSITY PRESS RETIREMENT PLAN | NEW YORK NY | 339 | $39.6M | $2.6M |
| 10 | CAMBRIDGE UNIVERSITY PRESS CAMBRIDGE UNIVERSITY PRESS TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 332 | $53.3M | $2.4M |