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 Money Market R1 in their Schedule of Assets, totaling $4.1M 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 | TABOR ACADEMY TABOR ACADEMY DEFINED CONTRIBUTION PLAN | MARION MA | 218 | $70.1M | $665K |
| 2 | PECKHAM, INC. PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | LANSING MI | 1,744 | $53.4M | $635K |
| 3 | WASHINGTON EPISCOPAL SCHOOL WASHINGTON EPISCOPAL SCHOOL TIAA-CREF RETIREMENT PLAN |
BETHESDA MD |
| 85 |
| $25.1M |
| $580K |
| 4 | PECKHAM, INC. PECKHAM, INC. 403(B) TDA PLAN | LANSING MI | 3,928 | $57.3M | $403K |
| 5 | PROTOTYPES PROTOTYPES DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 62 | $3.0M | $371K |
| 6 | HEATHWOOD HALL EPISCOPAL SCHOOL HEATHWOOD HALL EPISCOPAL SCHOOL DEFINED CONTRIBUTION PLAN | COLUMBIA SC | — | $0 | $351K |
| 7 | HOLY NAMES UNIVERSITY HOLY NAMES UNIVERSITY DEFINED CONTRIBUTION PLAN | OAKLAND CA | 237 | $28.7M | $277K |
| 8 | RIVERSTONE INTERNATIONAL SCHOOL, INC. RIVERSTONE INTERNATIONAL SCHOOL 403(B) PLAN | BOISE ID | 90 | $5.3M | $215K |
| 9 | THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING DC PLAN | STANFORD CA | 57 | $41.5M | $202K |
| 10 | THE MIDLAND SCHOOL THE MIDLAND SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NORTH BRANCH NJ | 146 | $8.7M | $155K |
