Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding College Retirement Equities Fund variable annuities CREF Social Choice R4 in their Schedule of Assets, totaling $5.4M 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 | $1.7M |
| 2 | 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 |
| 3 | GARDNER-WEBB UNIVERSITY , INC. |
BOILING SPRINGS NC |
| 365 |
| $83.3M |
| $1.3M |
| 4 | PECKHAM, INC. PECKHAM, INC. 403(B) TDA PLAN | LANSING MI | 3,928 | $57.3M | $570K |
| 5 | PECKHAM, INC. PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | LANSING MI | 1,744 | $53.4M | $399K |
| 6 | FOUNDATION FOR THE CAROLINAS FOUNDATION FOR THE CAROLINAS DC PLAN | CHARLOTTE NC | 198 | $32.5M | $105K |
| 7 | ASIA SOCIETY ASIA SOCIETY 403(B) DC PLAN | NEW YORK NY | 132 | $58.1M | $24K |
| 8 | SHERIDAN SCHOOL, INC. SHERIDAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 65 | $19.5M | $19K |
| 9 | FONTBONNE UNIVERSITY FONTBONNE UNIVERSITY 403 (B) PLAN | ST. LOUIS MO | 236 | $38.5M | $12K |
| 10 | THE WINSTON PREPARATORY SCHOOL THE WINSTON PREPARATORY SCHOOL 403(B) DC PLAN | NEW YORK NY | 203 | $38.8M | $2K |
