Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding College Retirement Equities Fund CREF Growth R2 in their Schedule of Assets, totaling $98.8M 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 | THE ROCKEFELLER UNIVERSITY THE ROCKEFELLER UNIVERSITY RETIREMENT PLAN | NEW YORK NY | 1,313 | $839.4M | $64.5M |
| 2 | WESTMINSTER COLLEGE WESTMINSTER COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NEW WILMINGTON PA | 207 | $78.2M | $5.9M |
| 3 | AMERICAN HEART ASSOCIATION, INC. |
DALLAS TX |
| 3,729 |
| $514.4M |
| $5.1M |
| 4 | UNIVERSITY OF DUBUQUE UNIVERSITY OF DUBUQUE EMPLOYEES' 403(B) PLAN | DUBUQUE IA | 700 | $75.1M | $5.0M |
| 5 | DRURY UNIVERSITY DRURY UNIVERSITY 403(B) RETIREMENT PLAN | SPRINGFIELD MO | 793 | $82.3M | $4.9M |
| 6 | CAMBRIDGE UNIVERSITY PRESS CAMBRIDGE UNIVERSITY PRESS TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 332 | $53.3M | $4.8M |
| 7 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. 403(B) PENSION PLAN | DALLAS TX | 3,811 | $398.4M | $4.8M |
| 8 | CAMBRIDGE UNIVERSITY PRESS AND ASSESSMENT CAMBRIDGE UNIVERSITY PRESS RETIREMENT PLAN | NEW YORK NY | 339 | $39.6M | $3.9M |
