Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding College Retirement Equities Fund* CREF Social Choice in their Schedule of Assets, totaling $65.7M 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 RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK RETIREMENT PLAN | ALBANY NY | 11,083 | $1.3B | $26.4M |
| 2 | THE RESEARCH FOUNDATION OF STATE UNIVERSITY OF NEW YORK THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK OPTIONAL RETIREMENT PLAN | ALBANY NY | 4,724 | $1.0B | $20.5M |
| 3 |
NEW YORK NY |
| 50,152 |
| $4.8B |
| $9.5M |
| 4 | ALBUQUERQUE ACADEMY ALBUQUERQUE ACADEMY RETIREMENT PLAN | ALBUQUERQUE NM | 257 | $82.6M | $4.6M |
| 5 | XAVIER UNIVERSITY OF LOUISIANA XAVIER UNIVERSITY OF LOUISIANA DEFINED CONTRIBUTION RETIREMENT PLAN | NEW ORLEANS LA | 563 | $140.8M | $3.1M |
| 6 | ROBERT MORRIS UNIVERSITY ROBERT MORRIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MOON TOWNSHIP PA | 614 | $187.6M | $1.3M |
| 7 | DILLARD UNIVERSITY DILLARD UNIVERSITY 403(B) DC PLAN | NEW ORLEANS LA | 314 | $17.6M | $339K |
| 8 | NAMI NAMI 403(B) PLAN | ARLINGTON VA | 203 | $18.0M | $55K |
| 9 | UNIVERSITY AT BUFFALO SURGEONS, INC UNIVERSITY AT BUFFALO SURGEONS, INC. RETIREMENT PLAN | BUFFALO NY | 125 | $32.6M | $21K |
