Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding CREF Core Bond R1 X5 Variable Annuity in their Schedule of Assets, totaling $302K 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 | FENWAY COMMUNITY HEALTH CENTER, INC. FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN | BOSTON MA | 399 | $69.9M | $119K |
| 2 | BOSTON FOUNDATION, INC. BOSTON FOUNDATION 403(B) PLAN | BOSTON MA | 126 | $31.2M | $109K |
| 3 | AMERICAN FOUNDATION FOR SUICIDE PREVENTION |
NEW YORK NY |
| 168 |
| $18.1M |
| $43K |
| 4 | INLY SCHOOL INLY SCHOOL 403(B) DC PLAN | SCITUATE MA | 132 | $6.2M | $32K |
