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 Global Equities R2 in their Schedule of Assets, totaling $72.8M 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 | $37.5M |
| 2 | UNIVERSITY OF DUBUQUE UNIVERSITY OF DUBUQUE EMPLOYEES' 403(B) PLAN | DUBUQUE IA | 700 | $75.1M | $6.5M |
| 3 | CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE |
LOS ANGELES CA |
| 576 |
| $52.6M |
| $4.6M |
| 4 | WESTMINSTER COLLEGE WESTMINSTER COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NEW WILMINGTON PA | 207 | $78.2M | $4.2M |
| 5 | BAYLOR SCHOOL DC PLAN BAYLOR SCHOOL DC PLAN | CHATTANOOGA TN | 296 | $71.5M | $3.8M |
| 6 | MEDICAL FACULTY ASSOCIATES, INC. THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN | WASHINGTON DC | 917 | $114.3M | $2.7M |
| 7 | DRURY UNIVERSITY DRURY UNIVERSITY 403(B) RETIREMENT PLAN | SPRINGFIELD MO | 793 | $82.3M | $2.6M |
| 8 | CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE MONEY PURCHASE PENSION PLAN | LOS ANGELES CA | 100 | $24.5M | $2.4M |
| 9 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. 403(B) PENSION PLAN | DALLAS TX | 3,811 | $398.4M | $2.3M |
| 10 | CAMBRIDGE UNIVERSITY PRESS AND ASSESSMENT CAMBRIDGE UNIVERSITY PRESS RETIREMENT PLAN | NEW YORK NY | 339 | $39.6M | $2.2M |