Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding CREF Core Bond R1 Registered investment co. in their Schedule of Assets, totaling $4.8M 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 | WILDWOOD SCHOOL WILDWOOD SCHOOL INC. DC RETIREMENT PLAN | LOS ANGELES CA | 159 | $46.4M | $1.2M |
| 2 | ROESSLER CHADWICK FOUNDATION ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN | PALOS VERDES CA | 316 | $63.5M | $1.1M |
| 3 | CALIFORNIA STATE UNIVERSITY, LONG BEACH RESEARCH FOUNDATION CALIFORNIA STATE UNIVERSITY - LONG BEACH RESEARCH FOUNDATION 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | LONG BEACH CA | 130 | $30.6M | $520K |
| 4 | MAUMEE VALLEY COUNTRY DAY SCHOOL MAUMEE VALLEY COUNTRY DAY SCHOOL DC RETIREMENT PLAN | TOLEDO OH | 125 | $18.6M | $485K |
| 5 | FORT WORTH COUNTRY DAY SCHOOL FORT WORTH COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | FORT WORTH TX | 217 | $43.2M | $458K |
| 6 | ROLLING HILLS PREPARATORY SCHOOL ROLLING HILLS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN PEDRO CA | 57 | $10.1M | $420K |
| 7 | CALIFORNIA SCIENCE CENTER FOUNDATION CALIFORNIA SCIENCE CENTER FOUNDATION 403(B) TDA PLAN | LOS ANGELES CA | 246 | $13.2M | $388K |
| 8 | CALIFORNIA SCIENCE CENTER FOUNDATION CALIFORNIA SCIENCE CENTER FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 246 | $6.2M | $147K |
