Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding College Retirement Equities Fund variable annuities CREF Stock R4 in their Schedule of Assets, totaling $6.9M 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 | UNIVERSITY OF MOUNT UNION UNIVERSITY OF MOUNT UNION DEFINED CONTRIBUTION RETIREMENT PLAN | ALLIANCE OH | 375 | $103.3M | $1.4M |
| 2 | AMERICAN ASSOCIATION OF COMMUNITY COLLEGES AMERICAN ASSOCIATION OF COMMUNITY COLLEGES 403(B) DC PLAN | WASHINGTON DC | 54 | $30.5M | $1.2M |
| 3 | HILBERT COLLEGE |
HAMBURG NY |
| 116 |
| $36.0M |
| $871K |
| 4 | GARDNER-WEBB UNIVERSITY , INC. GARDNER-WEBB UNIVERSITY PENSION PLAN | BOILING SPRINGS NC | 365 | $83.3M | $605K |
| 5 | PREP FOR PREP PREP FOR PREP 403 (B) DC PLAN | NEW YORK NY | 82 | $15.3M | $589K |
| 6 | THE JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | THE WOODLANDS TX | 328 | $47.4M | $521K |
| 7 | FOUNDATION FOR THE CAROLINAS FOUNDATION FOR THE CAROLINAS DC PLAN | CHARLOTTE NC | 198 | $32.5M | $487K |
| 8 | 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 | $354K |
| 9 | THE SEVEN HILLS SCHOOL THE SEVEN HILLS SCHOOL RETIREMENT PLAN | CINCINNATI OH | 218 | $64.9M | $336K |
| 10 | HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS OH | 267 | $51.8M | $194K |
