Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding College Retirement Equities Fund variable annuities CREF Core Bond R1 in their Schedule of Assets, totaling $4.5M 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 | TABOR ACADEMY TABOR ACADEMY DEFINED CONTRIBUTION PLAN | MARION MA | 218 | $70.1M | $896K |
| 2 | THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING DC PLAN | STANFORD CA | 57 | $41.5M | $607K |
| 3 | PECKHAM, INC. |
LANSING MI |
| 1,744 |
| $53.4M |
| $433K |
| 4 | OJAI VALLEY SCHOOL, INC. OJAI VALLEY SCHOOL, INC. PROFIT SHARING PLAN | OJAI CA | 137 | $10.9M | $380K |
| 5 | ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 217 | $21.5M | $355K |
| 6 | OJAI VALLEY SCHOOL, INC. OJAI VALLEY SCHOOL EMPLOYEE VOLUNTARY RETIREMENT PLAN | OJAI CA | 88 | $6.7M | $307K |
| 7 | HOLY NAMES UNIVERSITY HOLY NAMES UNIVERSITY DEFINED CONTRIBUTION PLAN | OAKLAND CA | 237 | $28.7M | $282K |
| 8 | WASHINGTON EPISCOPAL SCHOOL WASHINGTON EPISCOPAL SCHOOL TIAA-CREF RETIREMENT PLAN | BETHESDA MD | 85 | $25.1M | $265K |
| 9 | PECKHAM, INC. PECKHAM, INC. 403(B) TDA PLAN | LANSING MI | 3,928 | $57.3M | $250K |
| 10 | HEATHWOOD HALL EPISCOPAL SCHOOL HEATHWOOD HALL EPISCOPAL SCHOOL DEFINED CONTRIBUTION PLAN | COLUMBIA SC | — | $0 | $199K |
