Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding CREF Core Bond R2 Registered investment companies in their Schedule of Assets, totaling $9.6M 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 | NOBLE AND GREENOUGH SCHOOL NOBLE AND GREENOUGH SCHOOL RETIREMENT PLAN | DEDHAM MA | 209 | $144.5M | $3.4M |
| 2 | NEW YORK MEDICAL COLLEGE NEW YORK MEDICAL COLLEGE TAX-DEFERRED ANNUITY PLAN | VALHALLA NY | 1,319 | $719.8M | $1.5M |
| 3 | TRUSTEES AND TREASURER OF PIERPONT MORGAN LIBRARY |
NEW YORK NY |
| 120 |
| $59.0M |
| $1.3M |
| 4 | FLORIDA INSTITUTE OF TECHNOLOGY FLORIDA TECH RETIREMENT PLAN | MELBOURNE FL | 1,450 | $179.7M | $1.3M |
| 5 | WESTMINSTER UNIVERSITY WESTMINSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SALT LAKE CITY UT | 597 | $86.7M | $978K |
| 6 | GOLDEN GATE UNIVERSITY GOLDEN GATE UNIVERSITY RETIREMENT PLAN | SAN FRANCISCO CA | 238 | $87.6M | $675K |
| 7 | ELMIRA COLLEGE ELMIRA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | ELMIRA NY | 209 | $62.4M | $432K |
