Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding CREF Bond Market R1 X5 Variable Annuity in their Schedule of Assets, totaling $2.5M 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 | THE NEW ENGLAND COLLEGE OF OPTOMETRY THE NEW ENGLAND COLLEGE OF OPTOMETRY DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 217 | $49.4M | $1.1M |
| 2 | CENTER FOR HUMAN DEVELOPMENT, INC. CENTER FOR HUMAN DEVELOPMENT DC RETIREMENT PLAN | SPRINGFIELD MA | 1,339 | $42.1M | $778K |
| 3 | OLD STURBRIDGE INC. |
STURBRIDGE MA |
| 281 |
| $15.3M |
| $493K |
| 4 | CITIZEN SCHOOLS, INC. CITIZEN SCHOOLS, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 242 | $6.0M | $54K |
