Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding CREF Bond market fund - in their Schedule of Assets, totaling $24.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LAFAYETTE COLLEGE LAFAYETTE COLLEGE RETIREMENT PLAN | EASTON PA | 1,206 | $479.4M | $8.0M |
| 2 | JOSLIN DIABETES CENTER, INC. THE JOSLIN DIABETES CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 382 | $193.1M | $6.3M |
| 3 | COLLEGE OF ST. SCHOLASTICA, INC. |
DULUTH MN |
| 685 |
| $138.3M |
| $3.1M |
| 4 | HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. RETIREMENT PLAN | BOSTON MA | 2,182 | $1.3B | $1.3M |
| 5 | HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 401(K) SAVINGS AND INVESTMENT PLAN | BOSTON MA | 2,311 | $848.4M | $966K |
| 6 | NORFOLK ACADEMY NORFOLK ACADEMY PRE-TAX SAVINGS AND RETIREMENT PLAN | NORFOLK VA | 258 | $61.1M | $876K |
| 7 | ROBERT LOUIS STEVENSON SCHOOL ROBERT LOUIS STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PEBBLE BEACH CA | 188 | $59.2M | $825K |
| 8 | LAUSANNE COLLEGIATE SCHOOL LAUSANNE COLLEGIATE SCHOOL TSA RETIREMENT PLAN | MEMPHIS TN | 219 | $18.0M | $608K |
| 9 | PROVIDENCE ACADEMY PROVIDENCE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | PLYMOUTH MN | 134 | $22.2M | $593K |
| 10 | LAGUNA BLANCA SCHOOL LAGUNA BLANCA SCHOOL DC RETIREMENT PLAN | SANTA BARBARA CA | 225 | $17.3M | $307K |
