Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding College Retirement Equities Fund variable annuities CREF Equity Index R1 in their Schedule of Assets, totaling $7.4M 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 | THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING DC PLAN | STANFORD CA | 57 | $41.5M | $1.2M |
| 2 | WASHINGTON EPISCOPAL SCHOOL WASHINGTON EPISCOPAL SCHOOL TIAA-CREF RETIREMENT PLAN | BETHESDA MD | 85 | $25.1M | $1.1M |
| 3 | PECKHAM, INC. |
LANSING MI |
| 1,744 |
| $53.4M |
| $941K |
| 4 | TABOR ACADEMY TABOR ACADEMY DEFINED CONTRIBUTION PLAN | MARION MA | 218 | $70.1M | $788K |
| 5 | THE MIDLAND SCHOOL THE MIDLAND SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NORTH BRANCH NJ | 146 | $8.7M | $736K |
| 6 | RIVERSTONE INTERNATIONAL SCHOOL, INC. RIVERSTONE INTERNATIONAL SCHOOL 403(B) PLAN | BOISE ID | 90 | $5.3M | $637K |
| 7 | HEATHWOOD HALL EPISCOPAL SCHOOL HEATHWOOD HALL EPISCOPAL SCHOOL DEFINED CONTRIBUTION PLAN | COLUMBIA SC | — | $0 | $461K |
| 8 | LAKE RIDGE ACADEMY LAKE RIDGE ACADEMY TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN | NORTH RIDGEVILLE OH | 74 | $17.8M | $305K |
| 9 | PECKHAM, INC. PECKHAM, INC. 403(B) TDA PLAN | LANSING MI | 3,928 | $57.3M | $267K |
| 10 | CHRYSLER MUSEUM INC. THE CHRYSLER MUSEUM TDA & RETIREMENT PLAN COMBINED | NORFOLK VA | 81 | $7.2M | $253K |
