Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding College Retirement Equities Fund variable annuities CREF Core Bond R2 in their Schedule of Assets, totaling $11.6M 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 | SAINT FRANCIS UNIVERSITY SAINT FRANCIS UNIVERSITY RETIREMENT PLAN | LORETTO PA | 473 | $127.9M | $2.0M |
| 2 | KNOX COLLEGE KNOX COLLEGE RETIREMENT PLAN | GALESBURG IL | 355 | $110.3M | $1.7M |
| 3 | APPALACHIAN MOUNTAIN CLUB APPALACHIAN MOUNTAIN CLUB RETIREMENT PLAN |
BOSTON MA |
| 230 |
| $47.1M |
| $1.5M |
| 4 | ASIA SOCIETY ASIA SOCIETY 403(B) DC PLAN | NEW YORK NY | 132 | $58.1M | $1.4M |
| 5 | WYOMING SEMINARY WYOMING SEMINARY DEFINED CONTRIBUTION RETIREMENT PLAN | KINGSTON PA | 195 | $50.7M | $1.0M |
| 6 | GARDNER-WEBB UNIVERSITY , INC. GARDNER-WEBB UNIVERSITY PENSION PLAN | BOILING SPRINGS NC | 365 | $83.3M | $1.0M |
| 7 | NIAGARA UNIVERSITY NIAGARA UNIVERSITY DEFINED CONTRIBUTION PLAN | NIAGARA UNIVERSITY NY | 477 | $181.3M | $947K |
| 8 | FRESNO PACIFIC UNIVERSITY FRESNO PACIFIC UNIVERSITY DC RETIREMENT PLAN | FRESNO CA | 367 | $53.4M | $770K |
| 9 | CONVERSE COLLEGE CONVERSE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SPARTANBURG SC | 160 | $45.4M | $754K |
| 10 | ASSOCIATION OF INDEPENDENT KENTUCKY COLLEGES AND UNIVERSITIES ASSOCIATION OF INDEPENDENT KENTUCKY COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | FRANKFORT KY | 1,301 | $80.9M | $481K |
