Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding CREF Core Bond Mutual Fund # in their Schedule of Assets, totaling $21.2M 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 | THE MOUNT SINAI MEDICAL CENTER THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN | NEW YORK NY | 46,304 | $9.5B | $8.2M |
| 2 | BROOKHAVEN SCIENCE ASSOCIATES, LLC BROOKHAVEN SCIENCE ASSOCIATES, LLC RETIREMENT PLAN | UPTON NY | 2,739 | $1.5B | $5.5M |
| 3 | PEPPERDINE UNIVERSITY |
MALIBU CA |
| 2,003 |
| $633.5M |
| $2.6M |
| 4 | UTICA UNIVERSITY UTICA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | UTICA NY | 1,079 | $148.0M | $2.2M |
| 5 | BROOKHAVEN SCIENCE ASSOCIATES, LLC BROOKHAVEN SCIENCE ASSOCIATES, LLC 401(K) PLAN | UPTON NY | 2,351 | $949.0M | $1.5M |
| 6 | OGLETHORPE UNIVERSITY OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM | ATLANTA GA | 309 | $41.4M | $826K |
| 7 | THE INDEPENDENCE SCHOOL, INC. THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN | NEWARK DE | 121 | $22.7M | $312K |