Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding CREF Core Bond R1 Variable annuity contract ^ in their Schedule of Assets, totaling $8.4M 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 | INSTITUTE FOR THE FUTURE INSTITUTE FOR THE FUTURE DC PLAN | PALO ALTO CA | 35 | $27.8M | $1.3M |
| 2 | MARIN COUNTRY DAY SCHOOL MARIN COUNTRY DAY SCHOOL DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN | CORTE MADERA CA | 205 | $65.3M | $898K |
| 3 | THE FESSENDEN SCHOOL THE FESSENDEN SCHOOL RETIREMENT PLAN |
WEST NEWTON MA |
| 334 |
| $56.6M |
| $838K |
| 4 | UNIVERSITY OF WESTERN STATES UNIVERSITY OF WESTERN STATES 403(B) PLAN | PORTLAND OR | 93 | $39.0M | $736K |
| 5 | CREATIVE CENTER OF LOS ALTOS PINEWOOD-OAKWOOD SCHOOL 403(B) RETIREMENT PLAN | LOS ALTOS CA | 208 | $41.5M | $696K |
| 6 | THE HAMLIN SCHOOL THE HAMLIN SCHOOL RETIREMENT PLAN | SAN FRANCISCO CA | 113 | $37.3M | $546K |
| 7 | INTERNATIONAL SCHOOL OF BOSTON/LYCEE INTERNATIONAL DE BOSTON, INC INTERNATIONAL SCHOOL OF BOSTON DC PLAN | CAMBRIDGE MA | 163 | $22.2M | $494K |
| 8 | THE PECK SCHOOL PECK SCHOOL RETIREMENT PLAN | MORRISTOWN NJ | 99 | $40.6M | $421K |
| 9 | THE BRANSON SCHOOL THE BRANSON SCHOOL DC RETIREMENT PLAN | ROSS CA | 102 | $40.7M | $380K |
| 10 | HARBOR DAY SCHOOL THE HARBOR DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CORONA DEL MAR CA | 84 | $23.5M | $354K |
