Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding College Retirement Equities Fund variable annuities CREF Social Choice R4 in their Schedule of Assets, totaling $2.8M 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 | 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 | $1.4M |
| 2 | GARDNER-WEBB UNIVERSITY , INC. GARDNER-WEBB UNIVERSITY PENSION PLAN | BOILING SPRINGS NC | 365 | $83.3M | $1.3M |
| 3 |
CHARLOTTE NC |
| 198 |
| $32.5M |
| $105K |
| 4 | ASIA SOCIETY ASIA SOCIETY 403(B) DC PLAN | NEW YORK NY | 132 | $58.1M | $24K |
| 5 | SHERIDAN SCHOOL, INC. SHERIDAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 65 | $19.5M | $19K |
| 6 | FONTBONNE UNIVERSITY FONTBONNE UNIVERSITY 403 (B) PLAN | ST. LOUIS MO | 236 | $38.5M | $12K |
| 7 | THE WINSTON PREPARATORY SCHOOL THE WINSTON PREPARATORY SCHOOL 403(B) DC PLAN | NEW YORK NY | 203 | $38.8M | $2K |
