Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 137 U.S. retirement plans report holding CREF Core Bond R1 - in their Schedule of Assets, totaling $51.4M 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 WALKER SCHOOL THE WALKER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MARIETTA GA | 183 | $30.8M | $1.1M |
| 5 | ALLEN CHASE FOUNDATION DBA EAGLEBROOK SCHOOL ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | DEERFIELD MA | 172 | $44.0M | $1.1M |
| 6 | THE MASTERS SCHOOL THE MASTERS SCHOOL 403(B) DC PLAN | DOBBS FERRY NY | 254 | $63.2M | $1.0M |
| 7 | UNIVERSITY OF CINCINNATI FOUNDATION UNIVERSITY OF CINCINNATI FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | CINCINNATI OH | 157 | $52.3M | $1.0M |
| 8 | RUTGERS PREPARATORY SCHOOL RUTGERS PREPARATORY SCHOOL DEFINED CONTRIBUTION PLAN | SOMERSET NJ | 183 | $54.1M | $1000K |
| 9 | FAR HILLS COUNTRY DAY SCHOOL FAR HILLS COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | FAR HILLS NJ | 70 | $28.1M | $934K |
| 10 | STEVENSON UNIVERSITY, INC. STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN | STEVENSON MD | 1,124 | $117.8M | $925K |
