Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R1 in their Schedule of Assets, totaling $2.5M 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 | RANNEY SCHOOL THE RANNEY SCHOOL DC RETIREMENT PLAN | TINTON FALLS NJ | 130 | $25.4M | $508K |
| 2 | TABOR ACADEMY TABOR ACADEMY DEFINED CONTRIBUTION PLAN | MARION MA | 218 | $70.1M | $350K |
| 3 | THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING DC PLAN |
STANFORD CA |
| 57 |
| $41.5M |
| $269K |
| 4 | PECKHAM, INC. PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | LANSING MI | 1,744 | $53.4M | $267K |
| 5 | WASHINGTON EPISCOPAL SCHOOL WASHINGTON EPISCOPAL SCHOOL TIAA-CREF RETIREMENT PLAN | BETHESDA MD | 85 | $25.1M | $265K |
| 6 | HOLY NAMES UNIVERSITY HOLY NAMES UNIVERSITY DEFINED CONTRIBUTION PLAN | OAKLAND CA | 237 | $28.7M | $251K |
| 7 | HEATHWOOD HALL EPISCOPAL SCHOOL HEATHWOOD HALL EPISCOPAL SCHOOL DEFINED CONTRIBUTION PLAN | COLUMBIA SC | — | $0 | $207K |
| 8 | PECKHAM, INC. PECKHAM, INC. 403(B) TDA PLAN | LANSING MI | 3,928 | $57.3M | $120K |
| 9 | THE MIDLAND SCHOOL THE MIDLAND SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NORTH BRANCH NJ | 146 | $8.7M | $94K |
| 10 | SENIOR SERVICES OF SE VIRGINIA SENIOR SERVICES OF SE VIRGINIA 403(B) DEFINED CONTRIBUTION PLAN | NORFOLK VA | 86 | $2.3M | $43K |
