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 Social Choice R2 in their Schedule of Assets, totaling $35.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE ROCKEFELLER UNIVERSITY THE ROCKEFELLER UNIVERSITY RETIREMENT PLAN | NEW YORK NY | 1,313 | $839.4M | $15.7M |
| 2 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. QUALIFIED RETIREMENT PLAN | DALLAS TX | 3,729 | $514.4M | $2.9M |
| 3 | UNIVERSITY OF DUBUQUE |
DUBUQUE IA |
| 700 |
| $75.1M |
| $2.8M |
| 4 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. 403(B) PENSION PLAN | DALLAS TX | 3,811 | $398.4M | $2.8M |
| 5 | 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 | $2.2M |
| 6 | CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE CHARLES R. DREW UNIVERSITY DEFINED CONTRIBUTION PLAN | LOS ANGELES CA | 576 | $52.6M | $2.0M |
| 7 | DRURY UNIVERSITY DRURY UNIVERSITY 403(B) RETIREMENT PLAN | SPRINGFIELD MO | 793 | $82.3M | $1.4M |
| 8 | WESTMINSTER COLLEGE WESTMINSTER COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NEW WILMINGTON PA | 207 | $78.2M | $1.3M |
| 9 | BAYLOR SCHOOL DC PLAN BAYLOR SCHOOL DC PLAN | CHATTANOOGA TN | 296 | $71.5M | $1.2M |
| 10 | CAMBRIDGE UNIVERSITY PRESS AND ASSESSMENT CAMBRIDGE UNIVERSITY PRESS RETIREMENT PLAN | NEW YORK NY | 339 | $39.6M | $1.1M |
