Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding College Retirement Equities Fund variable annuities CREF Money Market R2 in their Schedule of Assets, totaling $12.7M 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 | BRENTWOOD SCHOOL BRENTWOOD SCHOOL RETIREMENT PLAN | LOS ANGELES CA | 367 | $99.8M | $2.1M |
| 2 | NASSAU COUNTY AHRC FOUNDATION, INC. ASSOCIATED EMPLOYERS FOR THE HELP OF THE DEVELOPMENTALLY DISABLED 403(B) PLAN | BROOKVILLE NY | 1,729 | $78.2M | $1.8M |
| 3 | CALIFORNIA ASSOCIATION FOR RESEARCH IN ASTRONOMY |
KAMUELA HI |
| 147 |
| $80.8M |
| $1.7M |
| 4 | SAINT FRANCIS UNIVERSITY SAINT FRANCIS UNIVERSITY RETIREMENT PLAN | LORETTO PA | 473 | $127.9M | $1.4M |
| 5 | GARDNER-WEBB UNIVERSITY , INC. GARDNER-WEBB UNIVERSITY PENSION PLAN | BOILING SPRINGS NC | 365 | $83.3M | $1.0M |
| 6 | NIAGARA UNIVERSITY NIAGARA UNIVERSITY DEFINED CONTRIBUTION PLAN | NIAGARA UNIVERSITY NY | 477 | $181.3M | $856K |
| 7 | ASSOCIATION OF INDEPENDENT KENTUCKY COLLEGES AND UNIVERSITIES ASSOCIATION OF INDEPENDENT KENTUCKY COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | FRANKFORT KY | 1,301 | $80.9M | $725K |
| 8 | ASIA SOCIETY ASIA SOCIETY 403(B) DC PLAN | NEW YORK NY | 132 | $58.1M | $712K |
| 9 | WYOMING SEMINARY WYOMING SEMINARY DEFINED CONTRIBUTION RETIREMENT PLAN | KINGSTON PA | 195 | $50.7M | $577K |
| 10 | CONVERSE COLLEGE CONVERSE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SPARTANBURG SC | 160 | $45.4M | $554K |
