Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding College Retirement Equities Fund variable annuities CREF Responsible Balanced R1 in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNM RAINFOREST INNOVATIONS SCIENCE TECHNOLOGY CORPORATION @ U N M DEFINED CONTRIBUTION PLAN | ALBUQUERQUE NM | 18 | $7.8M | $1.1M |
| 2 | CHAPEL HILL - CHAUNCY HALL SCHOOL CHAPEL HILL - CHAUNCY HALL SCHOOL 403(B) PLAN | WALTHAM MA | 76 | $16.3M | $499K |
| 3 | OREGON COAST AQUARIUM RETIREMENT PLAN |
NEWPORT OR |
| 95 |
| $5.0M |
| $162K |
