Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 69 U.S. retirement plans report holding College Retirement Equities Fund variable annuities CREF Core Bond R1 in their Schedule of Assets, totaling $25.3M 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 WINSTON PREPARATORY SCHOOL THE WINSTON PREPARATORY SCHOOL 403(B) DC PLAN | NEW YORK NY | 203 | $38.8M | $1.2M |
| 2 | PLANETARY SCIENCE INSTITUTE PLANETARY SCIENCE INSTITUTE 403(B) DC AND TDA PLAN | TUCSON AZ | 155 | $34.5M | $1.2M |
| 3 | PALMER TRINITY PRIVATE SCHOOL, INC. |
PALMETTO BAY FL |
| 198 |
| $34.3M |
| $1.1M |
| 4 | LYCEE FRANCAIS DE SAN FRANCISCO LYCEE FRANCAIS DE SAN FRANCISCO 403(B) DC PLAN | SAN FRANCISCO CA | 136 | $32.2M | $942K |
| 5 | HOLDERNESS SCHOOL HOLDERNESS SCHOOL DC RETIREMENT PLAN | PLYMOUTH NH | 152 | $42.5M | $933K |
| 6 | TABOR ACADEMY TABOR ACADEMY DEFINED CONTRIBUTION PLAN | MARION MA | 218 | $70.1M | $896K |
| 7 | CULVER STOCKTON COLLEGE CULVER-STOCKTON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | CANTON MO | 176 | $29.5M | $888K |
| 8 | FONTBONNE UNIVERSITY FONTBONNE UNIVERSITY 403 (B) PLAN | ST. LOUIS MO | 236 | $38.5M | $840K |
| 9 | INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS THE INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 309 | $44.2M | $803K |
| 10 | ROWLAND HALL, ST. MARK'S SCHOOL ROWLAND HALL, SAINT MARK'S SCHOOL 403(B) DC PLAN | SALT LAKE CITY UT | 284 | $40.2M | $790K |
