Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CREF Core Bond R1 X5 Mutual fund in their Schedule of Assets, totaling $1.7M 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 | TERC, INC. TERC, INC. DC RETIREMENT PLAN | CAMBRIDGE MA | 83 | $52.7M | $849K |
| 2 | MOUNT DESERT ISLAND HOSPITAL MOUNT DESERT ISLAND HOSPITAL EMPLOYEE SAVINGS PLAN | BAR HARBOR ME | 556 | $49.6M | $778K |
| 3 | DISCOVERY PLACE, INC. DISCOVERY PLACE, INC. RETIREMENT SAVINGS PLAN |
CHARLOTTE NC |
| 146 |
| $5.9M |
| $56K |
