Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding College Retirement Equities Fund variable annuities CREF Social Choice R2 in their Schedule of Assets, totaling $21.6M 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 | KNOX COLLEGE KNOX COLLEGE RETIREMENT PLAN | GALESBURG IL | 355 | $110.3M | $4.6M |
| 2 | NIAGARA UNIVERSITY NIAGARA UNIVERSITY DEFINED CONTRIBUTION PLAN | NIAGARA UNIVERSITY NY | 477 | $181.3M | $3.6M |
| 3 | APPALACHIAN MOUNTAIN CLUB APPALACHIAN MOUNTAIN CLUB RETIREMENT PLAN |
BOSTON MA |
| 230 |
| $47.1M |
| $3.3M |
| 4 | SAINT FRANCIS UNIVERSITY SAINT FRANCIS UNIVERSITY RETIREMENT PLAN | LORETTO PA | 473 | $127.9M | $3.3M |
| 5 | CONVERSE COLLEGE CONVERSE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SPARTANBURG SC | 160 | $45.4M | $1.9M |
| 6 | GARDNER-WEBB UNIVERSITY , INC. GARDNER-WEBB UNIVERSITY PENSION PLAN | BOILING SPRINGS NC | 365 | $83.3M | $1.7M |
| 7 | ASIA SOCIETY ASIA SOCIETY 403(B) DC PLAN | NEW YORK NY | 132 | $58.1M | $1.5M |
| 8 | ASSOCIATION OF INDEPENDENT KENTUCKY COLLEGES AND UNIVERSITIES ASSOCIATION OF INDEPENDENT KENTUCKY COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | FRANKFORT KY | 1,301 | $80.9M | $1.1M |
| 9 | WYOMING SEMINARY WYOMING SEMINARY DEFINED CONTRIBUTION RETIREMENT PLAN | KINGSTON PA | 195 | $50.7M | $546K |
