Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding CREF Core Bond R1 Mutual Funds in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROSEMAN UNIVERSITY OF HEALTH SCIENCES ROSEMAN UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION PLAN | HENDERSON NV | 607 | $82.6M | $560K |
| 2 | JESUIT HIGH SCHOOL OF TAMPA INC JESUIT HIGH SCHOOL RETIREMENT PLAN | TAMPA FL | 150 | $11.0M | $390K |
| 3 | WATERSHED AGRICULTURAL COUNCIL OF THE NEW YORK CITY WATERSHEDS, INC. |
WALTON NY |
| 66 |
| $12.2M |
| $378K |
| 4 | KIMBALL UNION ACADEMY KIMBALL UNION ACADEMY DC RETIREMENT PLAN | MERIDEN NH | 149 | $31.8M | $309K |
| 5 | ANDERSON CENTER FOR AUTISM ANDERSON CENTER FOR AUTISM RETIREMENT PLAN | STAATSBURG NY | 786 | $58.9M | $281K |
| 6 | PRINCETON CHILD DEVELOPMENT INSTITUTE, INC. PRINCETON CHILD DEVELOPMENT INSTITUTE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | PRINCETON NJ | 74 | $10.3M | $192K |
| 7 | CENTER FOR BIOLOGIOCAL DIVERSITY INC CENTER FOR BIOLOGICAL DIVERSITY 403(B) DC PLAN | TUCSON AZ | 197 | $33.8M | $55K |
