Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 63 U.S. retirement plans report holding College Retirement Equities Fund variable annuities CREF Growth R1 - in their Schedule of Assets, totaling $116.0M 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 | AMERICAN ASSOCIATION OF COMMUNITY COLLEGES AMERICAN ASSOCIATION OF COMMUNITY COLLEGES 403(B) DC PLAN | WASHINGTON DC | 54 | $30.5M | $5.5M |
| 2 | PLANETARY SCIENCE INSTITUTE PLANETARY SCIENCE INSTITUTE 403(B) DC AND TDA PLAN | TUCSON AZ | 155 | $34.5M | $5.4M |
| 3 | PALMER TRINITY PRIVATE SCHOOL, INC. |
PALMETTO BAY FL |
| 198 |
| $34.3M |
| $5.0M |
| 4 | 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 | $4.9M |
| 5 | AMERICAN METEOROLOGICAL SOCIETY AMERICAN METEOROLOGICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 78 | $34.9M | $4.3M |
| 6 | ROWLAND HALL, ST. MARK'S SCHOOL ROWLAND HALL, SAINT MARK'S SCHOOL 403(B) DC PLAN | SALT LAKE CITY UT | 284 | $40.2M | $4.1M |
| 7 | NEW AMERICA NEW AMERICA FOUNDATION 403(B) DC PLAN | WASHINGTON DC | 169 | $47.0M | $3.8M |
| 8 | HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS OH | 267 | $51.8M | $3.8M |
| 9 | INTERLOCHEN CENTER FOR THE ARTS INTERLOCHEN CENTER FOR THE ARTS RETIREMENT PLAN | INTERLOCHEN MI | 475 | $45.8M | $3.7M |
| 10 | LE JARDIN ACADEMY LE JARDIN ACADEMY 403(B) DC PLAN | KAILUA HI | 311 | $25.0M | $3.4M |
