Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding CREF Core Bond R4 Registered investment company in their Schedule of Assets, totaling $78.2M 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 | CALIFORNIA INSTITUTE OF TECHNOLOGY CALTECH BASE RETIREMENT PLAN | PASADENA CA | 10,047 | $5.2B | $41.1M |
| 2 | CALIFORNIA INSTITUTE OF TECHNOLOGY CALTECH VOLUNTARY RETIREMENT PLAN | PASADENA CA | 7,880 | $2.3B | $22.7M |
| 3 | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA |
NEW YORK NY |
| 11,597 |
| $5.9B |
| $7.6M |
| 4 | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA TIAA CODE SECTION 401(K) PLAN | NEW YORK NY | 11,525 | $4.6B | $6.6M |
| 5 | TRINITY SCHOOL, INC. TRINITY SCHOOL 403(B) PLAN | ATLANTA GA | 175 | $36.8M | $119K |
| 6 | COR JESU ACADEMY COR JESU ACADEMY 403(B) DC PLAN | ST. LOUIS MO | 79 | $3.5M | $158 |
