Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* CREF GLOBAL EQUITIES R1 0 in their Schedule of Assets, totaling $1.1M 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 | ROCKFORD UNIVERSITY ROCKFORD UNIVERSITY RETIREMENT SAVINGS PLAN | ROCKFORD IL | 298 | $37.4M | $912K |
| 2 | PROJECT LEAD THE WAY INC. PROJECT LEAD THE WAY 403B PLAN | INDIANAPOLIS IN | 287 | $40.9M | $92K |
| 3 | INDIANA HISTORICAL SOCIETY INDIANA HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN |
INDIANAPOLIS IN |
| 67 |
| $8.4M |
| $73K |
