Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding College Retirement Equities Fund variable annuities CREF Stock R1 in their Schedule of Assets, totaling $47.5M 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 | TABOR ACADEMY TABOR ACADEMY DEFINED CONTRIBUTION PLAN | MARION MA | 218 | $70.1M | $8.6M |
| 2 | WASHINGTON EPISCOPAL SCHOOL WASHINGTON EPISCOPAL SCHOOL TIAA-CREF RETIREMENT PLAN | BETHESDA MD | 85 | $25.1M | $5.2M |
| 3 | THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING |
STANFORD CA |
| 57 |
| $41.5M |
| $4.5M |
| 4 | PECKHAM, INC. PECKHAM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | LANSING MI | 1,744 | $53.4M | $3.8M |
| 5 | HEATHWOOD HALL EPISCOPAL SCHOOL HEATHWOOD HALL EPISCOPAL SCHOOL DEFINED CONTRIBUTION PLAN | COLUMBIA SC | — | $0 | $3.3M |
| 6 | HOLY NAMES UNIVERSITY HOLY NAMES UNIVERSITY DEFINED CONTRIBUTION PLAN | OAKLAND CA | 237 | $28.7M | $3.3M |
| 7 | BROOKSTONE SCHOOL, INC. BROOKSTONE SCHOOL, INC. RETIREMENT PLAN | COLUMBUS GA | 150 | $20.8M | $3.3M |
| 8 | OJAI VALLEY SCHOOL, INC. OJAI VALLEY SCHOOL, INC. PROFIT SHARING PLAN | OJAI CA | 137 | $10.9M | $2.8M |
| 9 | LAKE RIDGE ACADEMY LAKE RIDGE ACADEMY TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN | NORTH RIDGEVILLE OH | 74 | $17.8M | $2.4M |
| 10 | PARKER SCHOOL CORPORATION PARKER SCHOOL CORPORATION 403(B) DC PLAN | KAMUELA HI | 83 | $10.5M | $1.5M |
