Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R1 - in their Schedule of Assets, totaling $12.9M 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 | PLANETARY SCIENCE INSTITUTE PLANETARY SCIENCE INSTITUTE 403(B) DC AND TDA PLAN | TUCSON AZ | 155 | $34.5M | $778K |
| 2 | NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC. NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC. RETIREMENT PLAN | COOPERSTOWN NY | 95 | $30.7M | $698K |
| 3 | INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS |
CHICAGO IL |
| 309 |
| $44.2M |
| $617K |
| 4 | HOLDERNESS SCHOOL HOLDERNESS SCHOOL DC RETIREMENT PLAN | PLYMOUTH NH | 152 | $42.5M | $617K |
| 5 | ROWLAND HALL, ST. MARK'S SCHOOL ROWLAND HALL, SAINT MARK'S SCHOOL 403(B) DC PLAN | SALT LAKE CITY UT | 284 | $40.2M | $561K |
| 6 | LYCEE FRANCAIS DE SAN FRANCISCO LYCEE FRANCAIS DE SAN FRANCISCO 403(B) DC PLAN | SAN FRANCISCO CA | 136 | $32.2M | $550K |
| 7 | PALMER TRINITY PRIVATE SCHOOL, INC. PALMER TRINITY SCHOOL 403(B) DC PLAN | PALMETTO BAY FL | 198 | $34.3M | $533K |
| 8 | RANNEY SCHOOL THE RANNEY SCHOOL DC RETIREMENT PLAN | TINTON FALLS NJ | 130 | $25.4M | $508K |
| 9 | CULVER STOCKTON COLLEGE CULVER-STOCKTON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | CANTON MO | 176 | $29.5M | $452K |
| 10 | THE WELLINGTON SCHOOL WELLINGTON SCHOOL DC RETIREMENT PLAN | COLUMBUS OH | 134 | $22.8M | $446K |
