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 Growth R1 in their Schedule of Assets, totaling $18.4M 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 | $3.6M |
| 2 | WASHINGTON EPISCOPAL SCHOOL WASHINGTON EPISCOPAL SCHOOL TIAA-CREF RETIREMENT PLAN | BETHESDA MD | 85 | $25.1M | $2.7M |
| 3 | HEATHWOOD HALL EPISCOPAL SCHOOL |
COLUMBIA SC |
| — |
| $0 |
| $1.9M |
| 4 | PECKHAM, INC. PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | LANSING MI | 1,744 | $53.4M | $1.7M |
| 5 | TABOR ACADEMY TABOR ACADEMY DEFINED CONTRIBUTION PLAN | MARION MA | 218 | $70.1M | $1.7M |
| 6 | THE MIDLAND SCHOOL THE MIDLAND SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NORTH BRANCH NJ | 146 | $8.7M | $1.3M |
| 7 | LAKE RIDGE ACADEMY LAKE RIDGE ACADEMY TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN | NORTH RIDGEVILLE OH | 74 | $17.8M | $1.2M |
| 8 | PECKHAM, INC. PECKHAM, INC. 403(B) TDA PLAN | LANSING MI | 3,928 | $57.3M | $1.2M |
| 9 | OJAI VALLEY SCHOOL, INC. OJAI VALLEY SCHOOL, INC. PROFIT SHARING PLAN | OJAI CA | 137 | $10.9M | $1.1M |
| 10 | HOLY NAMES UNIVERSITY HOLY NAMES UNIVERSITY DEFINED CONTRIBUTION PLAN | OAKLAND CA | 237 | $28.7M | $572K |
