Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding College Retirement Equities Fund variable annuities CREF Core Bond R1 in their Schedule of Assets, totaling $25.0M 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 | AMERICAN ASSOCIATION OF COMMUNITY COLLEGES AMERICAN ASSOCIATION OF COMMUNITY COLLEGES 403(B) DC PLAN | WASHINGTON DC | 54 | $30.5M | $1.7M |
| 2 | THE WINSTON PREPARATORY SCHOOL THE WINSTON PREPARATORY SCHOOL 403(B) DC PLAN | NEW YORK NY | 203 | $38.8M | $1.2M |
| 3 | PLANETARY SCIENCE INSTITUTE |
TUCSON AZ |
| 155 |
| $34.5M |
| $1.2M |
| 4 | NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC. NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC. RETIREMENT PLAN | COOPERSTOWN NY | 95 | $30.7M | $1.1M |
| 5 | PALMER TRINITY PRIVATE SCHOOL, INC. PALMER TRINITY SCHOOL 403(B) DC PLAN | PALMETTO BAY FL | 198 | $34.3M | $1.1M |
| 6 | LYCEE FRANCAIS DE SAN FRANCISCO LYCEE FRANCAIS DE SAN FRANCISCO 403(B) DC PLAN | SAN FRANCISCO CA | 136 | $32.2M | $942K |
| 7 | HOLDERNESS SCHOOL HOLDERNESS SCHOOL DC RETIREMENT PLAN | PLYMOUTH NH | 152 | $42.5M | $933K |
| 8 | CULVER STOCKTON COLLEGE CULVER-STOCKTON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | CANTON MO | 176 | $29.5M | $888K |
| 9 | FONTBONNE UNIVERSITY FONTBONNE UNIVERSITY 403 (B) PLAN | ST. LOUIS MO | 236 | $38.5M | $840K |
| 10 | 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 |
