Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding College Retirement Equities Fund variable annuities CREF Social Choice R1 - in their Schedule of Assets, totaling $30.2M 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 | $2.3M |
| 2 | BASTYR UNIVERSITY BASTYR UNIVERSITY 403(B) DC PLAN | KENMORE WA | 328 | $45.5M | $2.0M |
| 3 | THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT |
SEATTLE WA |
| 140 |
| $33.2M |
| $1.8M |
| 4 | 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 |
| 5 | HOLDERNESS SCHOOL HOLDERNESS SCHOOL DC RETIREMENT PLAN | PLYMOUTH NH | 152 | $42.5M | $1.7M |
| 6 | LYCEE FRANCAIS DE SAN FRANCISCO LYCEE FRANCAIS DE SAN FRANCISCO 403(B) DC PLAN | SAN FRANCISCO CA | 136 | $32.2M | $1.4M |
| 7 | 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 |
| 8 | AMERICAN ASSOCIATION OF COMMUNITY COLLEGES AMERICAN ASSOCIATION OF COMMUNITY COLLEGES 403(B) DC PLAN | WASHINGTON DC | 54 | $30.5M | $1.3M |
| 9 | FONTBONNE UNIVERSITY FONTBONNE UNIVERSITY 403 (B) PLAN | ST. LOUIS MO | 236 | $38.5M | $1.0M |
| 10 | HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS OH | 267 | $51.8M | $914K |
