Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Cref Core Bond R1 Mutual Fund in their Schedule of Assets, totaling $2.7M 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 | COKER UNIVERSITY COKER UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN | HARTSVILLE SC | 153 | $30.2M | $535K |
| 2 | ATLANTA LEGAL AID SOCIETY, INC. ATLANTA LEGAL AID SOCIETY 403(B) PLAN (FKA ATLANTA LEGAL AID, INC TAX SHELTERED ANNUITY) | ATLANTA GA | 122 | $19.5M | $427K |
| 3 | AUXILIARY SERVICES, STATE UNIVERSITY COLLEGE AT OSWEGO, INC. |
OSWEGO NY |
| 56 |
| $11.2M |
| $398K |
| 4 | MORRIS COLLEGE MORRIS COLLEGE 403(B) DEFINED CONTRIBUTION PLAN | SUMTER SC | 193 | $18.9M | $319K |
| 5 | CONSORTIUM FOR WORKER EDUCATION, INC. CONSORTIUM FOR WORKER EDUCATION, INC. 401(A) DC PL | NEW YORK NY | 95 | $18.3M | $305K |
| 6 | WILLIAM PEACE UNIVERSITY WILLIAM PEACE UNIVERSITY RETIREMENT PLAN | RALEIGH NC | 136 | $22.7M | $273K |
| 7 | MARYMOUNT HIGH SCHOOL MARYMOUNT HIGH SCHOOL DEFINED CONTRIBUTION PLAN | LOG ANGELES CA | 57 | $9.4M | $243K |
| 8 | VILLA MARIA COLLEGE OF BUFFALO VILLA MARIA COLLEGE OF BUFFALO RETIREMENT PLAN | BUFFALO NY | 88 | $9.0M | $134K |
| 9 | THE NEW YORK STRUCTURAL BIOLOGY CENTER NEW YORK STRUCTURAL BIOLOGY CENTER 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 74 | $17.7M | $88K |
| 10 | CHIMP HAVEN, INC. CHIMP HAVEN, INC. 403(B) PLAN | KEITHVILLE LA | 61 | $3.7M | $9K |
