Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding CREF Core Bond R2 Mutual fund - in their Schedule of Assets, totaling $31.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE WI | 6,844 | $2.6B | $9.4M |
| 2 | CANISIUS UNIVERSITY CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF | BUFFALO NY | 579 | $249.2M | $8.0M |
| 3 | TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA |
ST. PAUL MN |
| 438 |
| $167.3M |
| $7.0M |
| 4 | THE JACKSON LABORATORY JAX 403(B) RETIREMENT PLAN | BAR HARBOR ME | 2,667 | $602.8M | $2.4M |
| 5 | THAYER ACADEMY THAYER ACADEMY 403(B) RETIREMENT PLAN | BRAINTREE MA | 191 | $90.5M | $1.6M |
| 6 | EMMA WILLARD SCHOOL EMMA WILLARD SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | TROY NY | 146 | $53.8M | $1.0M |
| 7 | DAEMEN UNIVERSITY DAEMEN UNIVERSITY RETIREMENT PLAN | AMHERST NY | 369 | $102.7M | $900K |
| 8 | NOTRE DAME DE NAMUR UNIVERSITY NOTRE DAME DE NAMUR UNIVERSITY DC RETIREMENT PLAN | BELMONT CA | 144 | $45.9M | $724K |
