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 Inflation-Linked Bond R1 in their Schedule of Assets, totaling $3.4M 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 | HEBREW ACADEMY OF NASSAU COUNTY HEBREW ACADEMY OF NASSAU COUNTY DEFINED CONTRIBUTION PLAN | WEST HEMPSTEAD NY | 126 | $37.8M | $569K |
| 2 | OTTAWA UNIVERSITY OTTAWA UNIVERSITY DC PLAN | OTTAWA KS | 392 | $41.3M | $458K |
| 3 | URBAN SCHOOL OF SAN FRANCISCO URBAN SCHOOL OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 97 | $42.4M | $288K |
| 4 | THE BAY SCHOOL OF SAN FRANCISCO THE BAY SCHOOL OF SAN FRANCISCO DC RETIREMENT PLAN | SAN FRANCISCO CA | 94 | $22.8M | $268K |
| 5 | 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 | $250K |
| 6 | INDEPENDENT TELEVISION SERVICE, INC. INDEPENDENT TELEVISION SERVICE, INC. 403(B) RETIREMENT PLAN | SAN FRANCISCO CA | 66 | $18.6M | $240K |
| 7 | THE COLBURN SCHOOL THE COLBURN SCHOOL TDA / DC PLAN | LOS ANGELES CA | 354 | $34.1M | $231K |
| 8 | HOMEBRIDGE, INC. HOMEBRIDGE 403(B) PLAN | SAN FRANCISCO CA | 504 | $8.8M | $158K |
| 9 | YESHIVA OF NORTH JERSEY 403(B) THRIFT PLAN OF YESHIVA OF NORTH JERSEY | RIVER EDGE NJ | 192 | $21.3M | $140K |
| 10 | THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN | SCRANTON PA | 650 | $36.5M | $128K |
