Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding CREF Core Bond Variable annuity in their Schedule of Assets, totaling $13.5M 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 | MERCER UNIVERSITY MERCER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MACON GA | 1,938 | $558.7M | $7.9M |
| 2 | SAMUEL MERRITT UNIVERSITY SAMUEL MERRITT UNIVERSITY 403(B) PLAN | OAKLAND CA | 755 | $101.2M | $2.3M |
| 3 | FLINT HILL SCHOOL FLINT HILL 403(B) DC AND TDA PLAN |
OAKTON VA |
| 235 |
| $74.6M |
| $1.9M |
| 4 | THE TATNALL SCHOOL, INC TATNALL SCHOOL 403(B) PLAN | WILMINGTON DE | 115 | $41.9M | $542K |
| 5 | GREENS FARMS ACADEMY, INC. GREENS FARMS ACADEMY DEFINED CONTRIBUTION PLAN | WESTPORT CT | 292 | $63.7M | $531K |
| 6 | ST. JOHN'S COLLEGE HIGH SCHOOL ST. JOHN'S COLLEGE HIGH SCHOOL 403(B) RETIREMENT PLAN | WASHINGTON DC | 156 | $17.4M | $198K |
| 7 | THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE RONALD REAGAN PRESIDENTIAL FOUNDATION 403(B) DC PLAN | SIMI VALLEY CA | 96 | $13.5M | $27K |
