Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding CREF Core Bond R1 Variable annuities - in their Schedule of Assets, totaling $4.1M 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 | CUSHING ACADEMY CUSHING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | ASHBURNHAM MA | 172 | $53.7M | $952K |
| 2 | THE BELMONT DAY SCHOOL, INC. BELMONT DAY SCHOOL DC RETIREMENT PLAN | BELMONT MA | 109 | $25.7M | $875K |
| 3 | THE FENN SCHOOL INC. THE FENN SCHOOL TDA AND RETIREMENT PLAN |
CONCORD MA |
| 102 |
| $42.0M |
| $617K |
| 4 | BRYN MAWR SCHOOL FOR GIRLS OF BALTIMORE CITY, INC. BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF | BALTIMORE MD | 277 | $50.7M | $353K |
| 5 | THE WILLISTON NORTHAMPTON SCHOOL THE WILLISTON NORTHAMPTON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | EASTHAMPTON MA | 201 | $56.0M | $340K |
| 6 | C.H.I.L.D., INC. C.H.I.L.D., INC. 403(B) RETIREMENT PLAN | WARWICK RI | 96 | $15.4M | $310K |
| 7 | LINCOLN INSTITUTE OF LAND POLICY LINCOLN INSTITUTE OF LAND POLICY 403(B) RETIREMENT PLAN | CAMBRIDGE MA | 171 | $58.0M | $262K |
| 8 | BIGELOW LABORATORY FOR OCEAN SCIENCES BIGELOW LABORATORY FOR OCEAN SCIENCES RETIREMENT PLAN | EAST BOOTHBAY ME | 102 | $30.9M | $220K |
| 9 | KEYS FAMILY DAY SCHOOL KEYS SCHOOL DC PLAN | PALO ALTO CA | 78 | $19.2M | $130K |
| 10 | SONOMA ACADEMY SONOMA ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA ROSA CA | 104 | $18.0M | $64K |
