Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding CREF Core Bond Registered investment company in their Schedule of Assets, totaling $21.8M 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 | UNIVERSITY OF ROCHESTER UNIVERSITY OF ROCHESTER RETIREMENT PROGRAM | ROCHESTER NY | 30,335 | $7.2B | $8.8M |
| 2 | STANFORD HEALTH CARE STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN | STANFORD CA | 25,626 | $6.9B | $8.7M |
| 3 | MAIN LINE HEALTH, INC. MAIN LINE HEALTH, INC. RETIREMENT SAVINGS PLAN |
RADNOR PA |
| 14,486 |
| $1.7B |
| $1.4M |
| 4 | BOARD OF TRUSTEES OF WHITMAN COLLEGE WHITMAN COLLEGE RETIREMENT PLAN | WALLA WALLA WA | 663 | $209.5M | $1.1M |
| 5 | ST. LAWRENCE UNIVERSITY ST. LAWRENCE UNIVERSITY 403(B) RETIREMENT PLAN | CANTON NY | 707 | $345.6M | $796K |
| 6 | ELEUTHERIAN MILLS-HAGLEY FOUNDATION, INC. HAGLEY MUSEUM & LIBRARY 403(B) PLAN | WILMINGTON DE | 88 | $20.8M | $375K |
| 7 | INSTITUTE FOR OPERATIONS RESEARCH & THE MANAGEMENT SCIENCES (INFORMS) INSTITUTE FOR OPERATIONS RESEARCH AND THE MANAGEMENT SCIENCES (INFORMS) 403(B) PLAN | CATONSVILLE MD | 41 | $11.5M | $357K |
| 8 | THE GUTHRIE CLINIC GUTHRIE 403(B) RETIREMENT SAVINGS PLAN | SAYRE PA | 11,376 | $629.8M | $255K |
| 9 | SAINT URSULA ACADEMY OF CINCINNATI, INC. SAINT URSULA ACADEMY OF CINCINNATI, INC. 403(B) RETIREMENT PLAN | CINCINNATI OH | 91 | $16.7M | $66K |
