Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding CREF Core Bond R2 Registered investment companies in their Schedule of Assets, totaling $12.6M 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 | NOBLE AND GREENOUGH SCHOOL NOBLE AND GREENOUGH SCHOOL RETIREMENT PLAN | DEDHAM MA | 209 | $144.5M | $3.4M |
| 2 | EDUCATION DEVELOPMENT CENTER, INC. EDUCATION DEVELOPMENT CENTER SUPPLEMENTAL RETIREMENT PLAN | WALTHAM MA | 714 | $125.2M | $1.6M |
| 3 | NEW YORK MEDICAL COLLEGE |
VALHALLA NY |
| 1,319 |
| $719.8M |
| $1.5M |
| 4 | ST. PAUL ACADEMY AND SUMMIT SCHOOL ST. PAUL ACADEMY AND SUMMIT SCHOOL 403(B) DC PLAN | ST. PAUL MN | 457 | $61.4M | $1.4M |
| 5 | TRUSTEES AND TREASURER OF PIERPONT MORGAN LIBRARY THE MORGAN LIBRARY AND MUSEUM 403(B) DC PLAN | NEW YORK NY | 120 | $59.0M | $1.3M |
| 6 | FLORIDA INSTITUTE OF TECHNOLOGY FLORIDA TECH RETIREMENT PLAN | MELBOURNE FL | 1,450 | $179.7M | $1.3M |
| 7 | WESTMINSTER UNIVERSITY WESTMINSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SALT LAKE CITY UT | 597 | $86.7M | $978K |
| 8 | GOLDEN GATE UNIVERSITY GOLDEN GATE UNIVERSITY RETIREMENT PLAN | SAN FRANCISCO CA | 238 | $87.6M | $675K |
| 9 | ELMIRA COLLEGE ELMIRA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | ELMIRA NY | 209 | $62.4M | $432K |
