Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 62 U.S. retirement plans report holding College Retirement Equities Fund variable annuities CREF Equity Index R1 - in their Schedule of Assets, totaling $59.5M 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 | PLANETARY SCIENCE INSTITUTE PLANETARY SCIENCE INSTITUTE 403(B) DC AND TDA PLAN | TUCSON AZ | 155 | $34.5M | $3.9M |
| 2 | PALMER TRINITY PRIVATE SCHOOL, INC. PALMER TRINITY SCHOOL 403(B) DC PLAN | PALMETTO BAY FL | 198 | $34.3M | $3.3M |
| 3 | THE WINSTON PREPARATORY SCHOOL |
NEW YORK NY |
| 203 |
| $38.8M |
| $2.6M |
| 4 | ROWLAND HALL, ST. MARK'S SCHOOL ROWLAND HALL, SAINT MARK'S SCHOOL 403(B) DC PLAN | SALT LAKE CITY UT | 284 | $40.2M | $2.3M |
| 5 | WATERFORD INSTITUTE, INC. WATERFORD INSTITUTE, INC. DEFINED CONTRIBUTION RET | TAYLORSVILLE UT | 253 | $29.8M | $2.3M |
| 6 | 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 | $2.2M |
| 7 | HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS OH | 267 | $51.8M | $2.0M |
| 8 | GRALAND COUNTRY DAY SCHOOL GRALAND COUNTRY DAY SCHOOL RETIREMENT PLAN | DENVER CO | 184 | $45.3M | $2.0M |
| 9 | AMERICAN METEOROLOGICAL SOCIETY AMERICAN METEOROLOGICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 78 | $34.9M | $1.9M |
| 10 | WILDWOOD SCHOOL WILDWOOD SCHOOL INC. DC RETIREMENT PLAN | LOS ANGELES CA | 159 | $46.4M | $1.9M |
