Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding CREF Core Bond R2 Variable annuity in their Schedule of Assets, totaling $23.1M 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 | BARD COLLEGE BARD COLLEGE/SIMONS ROCK 403(B) PLAN | ANNANDALE NY | 2,536 | $379.4M | $4.8M |
| 2 | HOCKADAY SCHOOL INC. HOCKADAY SCHOOL DEFINED CONTRIBUTION PLAN | DALLAS TX | 254 | $106.7M | $4.5M |
| 3 | GREENWICH ACADEMY, INC. GRENWICH ACADEMY INC. DEFINED CONTRIBUTION RETIREMENT PLAN |
GREENWICH CT |
| 245 |
| $120.1M |
| $2.3M |
| 4 | THE COOPER HEALTH SYSTEM THE COOPER HEALTH SYSTEM 403(B) PLAN | CAMDEN NJ | 10,323 | $944.0M | $1.8M |
| 5 | GOVERNOR DUMMER ACADEMY DBA THE GOVERNOR'S ACADEMY GOVERNOR DUMMER ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | BYFIELD MA | 181 | $65.6M | $1.8M |
| 6 | CALIFORNIA COLLEGE OF THE ARTS CALIFORNIA COLLEGE OF THE ARTS RETIREMENT PLAN | SAN FRANCISCO CA | 771 | $90.2M | $1.6M |
| 7 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $1.3M |
| 8 | SAN FRANCISCO MUSEUM OF MODERN ART SAN FRANCISCO MUSEUM OF MODERN ART RETIREMENT PLAN | SAN FRANCISCO CA | 603 | $73.2M | $1.3M |
| 9 | PARK SCHOOL CORPORATION THE PARK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLINE MA | 191 | $54.3M | $991K |
| 10 | ENDICOTT COLLEGE ENDICOTT COLLEGE DC RETIREMENT PLAN | BEVERLY MA | 1,460 | $116.9M | $954K |
