Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 66 U.S. retirement plans report holding CREF** Core Bond in their Schedule of Assets, totaling $110.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VILLANOVA UNIVERSITY VILLANOVA UNIVERSITY RETIREMENT SAVINGS PLAN | VILLANOVA PA | 3,257 | $1.2B | $17.1M |
| 2 | UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH UCAR RETIREMENT PLAN | BOULDER CO | 1,643 | $1.2B | $15.7M |
| 3 | DEPAUL UNIVERSITY DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN |
CHICAGO IL |
| 3,976 |
| $1.3B |
| $10.5M |
| 4 | WAKE FOREST UNIVERSITY WAKE FOREST UNIVERSITY RETIREMENT PLAN | WINSTON SALEM NC | 3,314 | $889.4M | $8.2M |
| 5 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $3.8M |
| 6 | COLORADO COLLEGE COLORADO COLLEGE RETIREMENT BENEFIT PLAN | COLORADO SPRINGS CO | 737 | $381.5M | $3.7M |
| 7 | THE UNIVERSITY OF TULSA THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN | TULSA OK | 1,173 | $427.4M | $3.4M |
| 8 | SARAH LAWRENCE COLLEGE SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN | BRONXVILLE NY | 590 | $192.0M | $3.3M |
| 9 | KANSAS CITY UNIVERSITY KANSAS CITY UNIVERSITY RETIREMENT PLAN | KANSAS CITY MO | 537 | $97.0M | $2.9M |
| 10 | TRINITY UNIVERSITY TRINITY UNIVERSITY 403(B) RETIREMENT PLAN | SAN ANTONIO TX | 1,039 | $376.0M | $2.6M |
