Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CREF Bond Market R1 Variable annuity in their Schedule of Assets, totaling $678K 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 | FORT WORTH COUNTRY DAY SCHOOL FORT WORTH COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | FORT WORTH TX | 217 | $43.2M | $458K |
| 2 | LAWRENCE ACADEMY LAWRENCE ACADEMY RETIREMENT PLAN | GROTON MA | 126 | $35.3M | $144K |
| 3 | KRIPALU CENTER FOR YOGA AND HEALTH |
STOCKBRIDGE MA |
| 345 |
| $5.6M |
| $76K |