Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 103 U.S. retirement plans report holding CREF Core Bond R1 - in their Schedule of Assets, totaling $38.5M 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 | THE MUSEUM OF FINE ARTS, HOUSTON THE MUSEUM OF FINE ARTS, HOUSTON RETIREMENT SAVINGS PLAN | HOUSTON TX | 770 | $67.6M | $1.8M |
| 2 | BERKLEE COLLEGE OF MUSIC, INC. BERKLEE COLLEGE OF MUSIC, INC. 403(B) RETIREMENT SAVINGS PLAN | BOSTON MA | 2,205 | $302.8M | $1.3M |
| 3 | MORRISTOWN BEARD SCHOOL |
MORRISTOWN NJ |
| 216 |
| $51.7M |
| $1.2M |
| 4 | THE MASTERS SCHOOL THE MASTERS SCHOOL 403(B) DC PLAN | DOBBS FERRY NY | 254 | $63.2M | $1.0M |
| 5 | UNIVERSITY OF CINCINNATI FOUNDATION UNIVERSITY OF CINCINNATI FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | CINCINNATI OH | 157 | $52.3M | $1.0M |
| 6 | STEVENSON UNIVERSITY, INC. STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN | STEVENSON MD | 1,124 | $117.8M | $925K |
| 7 | MARIN ACADEMY MARIN ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | SAN RAFAEL CA | 128 | $50.2M | $871K |
| 8 | LIMESTONE UNIVERSITY LIMESTONE UNIVERSITY RETIREMENT PLAN | GAFFNEY SC | 340 | $36.0M | $861K |
| 9 | W.E. UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH W.E. UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH 403(B) DC PLAN | KALAMAZOO MI | 111 | $50.3M | $795K |
| 10 | UNIVERSITY OF VIRGINIA PHYSICIANS GROUP UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN | CHARLOTTESVILLE VA | 1,984 | $126.7M | $789K |
