Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding College Retirement Equities Fund CREF Stock R2 in their Schedule of Assets, totaling $210.2M 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 | $156.0M |
| 2 | WESTMINSTER COLLEGE WESTMINSTER COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NEW WILMINGTON PA | 207 | $78.2M | $13.6M |
| 3 | UNIVERSITY OF DUBUQUE |
DUBUQUE IA |
| 700 |
| $75.1M |
| $12.9M |
| 4 | BAYLOR SCHOOL DC PLAN BAYLOR SCHOOL DC PLAN | CHATTANOOGA TN | 296 | $71.5M | $10.0M |
| 5 | CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE CHARLES R. DREW UNIVERSITY DEFINED CONTRIBUTION PLAN | LOS ANGELES CA | 576 | $52.6M | $6.6M |
| 6 | MEDICAL FACULTY ASSOCIATES, INC. THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN | WASHINGTON DC | 917 | $114.3M | $5.9M |
| 7 | 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 | $5.2M |