Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding CREF Core Bond R1 Registered investment company in their Schedule of Assets, totaling $6.8M 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 | SEATTLE COUNTRY DAY SCHOOL SEATTLE COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SEATTLE WA | 73 | $16.9M | $1.0M |
| 2 | AMERICAN SOCIETY OF HEMATOLOGY AMERICAN SOCIETY OF HEMATOLOGY 403(B) PLAN | WASHINGTON DC | 149 | $54.0M | $840K |
| 3 | HERITAGE UNIVERSITY |
TOPPENISH WA |
| 257 |
| $23.6M |
| $694K |
| 4 | KEUKA COLLEGE KEUKA COLLEGE RETIREMENT PLAN | KEUKA PARK NY | 193 | $43.9M | $636K |
| 5 | THE SKOLL FOUNDATION THE SKOLL FOUNDATION RETIREMENT PLAN | PALO ALTO CA | 63 | $30.2M | $480K |
| 6 | THE EVERGREEN SCHOOL THE EVERGREEN SCHOOL 403(B) DC PLAN | SHORELINE WA | 122 | $31.2M | $432K |
| 7 | AMERICAN CONSERVATORY THEATER AMERICAN CONSERVATORY THEATER 403(B) DC AND TDA PLANS | SAN FRANCISCO CA | 63 | $8.1M | $325K |
| 8 | ANNIE WRIGHT SCHOOLS ANNIE WRIGHT SCHOOLS DC RETIREMENT PLAN | TACOMA WA | 323 | $30.7M | $323K |
| 9 | UPSTATE CEREBRAL PALSY DBA UPSTATE CARING PARTNERS UPSTATE CARING PARTNERS 403(B) RETIREMENT PLAN | UTICA NY | 1,653 | $66.4M | $296K |
| 10 | EDMUND BURKE SCHOOL EDMUND BURKE SCHOOL OPTIONAL RETIREMENT PLAN | WASHINGTON DC | 77 | $18.4M | $238K |
