Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding CREF Bond Market Mutual fund in their Schedule of Assets, totaling $3.9M 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 | VITERBO UNIVERSITY, INC. VITERBO UNIVERSITY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | LA CROSSE WI | 264 | $60.4M | $1.8M |
| 2 | ALLIANCE UNIVERSITY ALLIANCE UNIVERSITY 403(B) PLAN | NEW YORK NY | 144 | $33.0M | $594K |
| 3 | THE JEWISH MUSEUM THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN |
NEW YORK NY |
| 220 |
| $20.2M |
| $397K |
| 4 | OJAI VALLEY SCHOOL, INC. OJAI VALLEY SCHOOL, INC. PROFIT SHARING PLAN | OJAI CA | 137 | $10.9M | $380K |
| 5 | OJAI VALLEY SCHOOL, INC. OJAI VALLEY SCHOOL EMPLOYEE VOLUNTARY RETIREMENT PLAN | OJAI CA | 88 | $6.7M | $307K |
| 6 | CARDIGAN MOUNTAIN SCHOOL CARDIGAN MOUNTAIN SCHOOL DC RETIREMENT PLAN | CAANAN NH | 124 | $27.1M | $286K |
| 7 | UNIVERSITY OF MARYLAND FOUNDATION, INC. UNIVERSITY OF MARYLAND FOUNDATION, INC. 401(A) DC PLAN | ADELPHI MD | 25 | $6.9M | $178K |
