Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 63 U.S. retirement plans report holding College Retirement Equities Fund variable annuities CREF Social Choice R1 - in their Schedule of Assets, totaling $40.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CORNISH COLLEGE OF THE ARTS CORNISH COLLEGE OF THE ARTS 403(B) PLAN | SEATTLE WA | 170 | $28.2M | $2.6M |
| 2 | PLANETARY SCIENCE INSTITUTE PLANETARY SCIENCE INSTITUTE 403(B) DC AND TDA PLAN | TUCSON AZ | 155 | $34.5M | $2.3M |
| 3 | BASTYR UNIVERSITY BASTYR UNIVERSITY 403(B) DC PLAN |
KENMORE WA |
| 328 |
| $45.5M |
| $2.0M |
| 4 | THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING DC PLAN | STANFORD CA | 57 | $41.5M | $1.9M |
| 5 | THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN | SEATTLE WA | 140 | $33.2M | $1.8M |
| 6 | INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS THE INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 309 | $44.2M | $1.7M |
| 7 | HOLDERNESS SCHOOL HOLDERNESS SCHOOL DC RETIREMENT PLAN | PLYMOUTH NH | 152 | $42.5M | $1.7M |
| 8 | LYCEE FRANCAIS DE SAN FRANCISCO LYCEE FRANCAIS DE SAN FRANCISCO 403(B) DC PLAN | SAN FRANCISCO CA | 136 | $32.2M | $1.4M |
| 9 | NATIONAL ASSOCIATION OF CHILDREN'S HOSPITALS & RELATED INSTITUTIONS NACHRI TAX DEFERRED ANNUITY PLAN | LENEXA KS | 176 | $38.3M | $1.4M |
| 10 | ROWLAND HALL, ST. MARK'S SCHOOL ROWLAND HALL, SAINT MARK'S SCHOOL 403(B) DC PLAN | SALT LAKE CITY UT | 284 | $40.2M | $1.4M |
