Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding CREF Core Bond Variable annuity contract in their Schedule of Assets, totaling $2.8M 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 | UNIVERSITY OF NEW ENGLAND UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN | BIDDEFORD ME | 1,230 | $248.8M | $1.2M |
| 2 | WASHINGTON AND LEE UNIVERSITY WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN | LEXINGTON VA | 1,044 | $436.9M | $997K |
| 3 | ISIDORE NEWMAN SCHOOL |
NEW ORLEANS LA |
| 76 |
| $11.2M |
| $247K |
| 4 | OAKWOOD SCHOOL OAKWOOD SCHOOL 403(B) RETIREMENT PLAN | NORTH HOLLYWOOD CA | 220 | $63.2M | $225K |
| 5 | MORRISVILLE AUX OF STATEUNIVCOLLEGE OF AGRI AND TECH AT MORRISVILLEINC MORRISVILLE AUXILIARY CORPORATION 403(B) DC PLAN | MORRISVILLE NY | 129 | $12.7M | $64K |
| 6 | ACHIEVEKIDS 403(B) THRIFT PLAN OF ACHIEVEKIDS | PALO ALTO CA | 151 | $8.1M | $5K |
