Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding CREF CREF Bond Market Account # in their Schedule of Assets, totaling $28.6M 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 HARTFORD UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN | WEST HARTFORD CT | 777 | $457.5M | $12.5M |
| 2 | WESTERN NEW ENGLAND UNIVERSITY WESTERN NEW ENGLAND UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SPRINGFIELD MA | 865 | $287.5M | $3.5M |
| 3 | MOUNT SAINT MARY'S UNIVERSITY |
EMMITSBURG MD |
| 1,034 |
| $104.3M |
| $3.4M |
| 4 | MOUNT SAINT MARY'S UNIVERSITY MOUNT SAINT MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | EMMITSBURG MD | 1,044 | $97.8M | $3.2M |
| 5 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 | $317.9M | $1.5M |
| 6 | JACKSONVILLE UNIVERSITY JACKSONVILLE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | JACKSONVILLE FL | 400 | $77.4M | $1.1M |
| 7 | THE WHEELER SCHOOL THE WHEELER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PROVIDENCE RI | 220 | $70.3M | $1.1M |
| 8 | THE AWTY INTERNATIONAL SCHOOL THE AWTY INTERNATIONAL SCHOOL 403(B) RETIREMENT PLAN | HOUSTON TX | 298 | $44.1M | $941K |
| 9 | SUFFIELD ACADEMY SUFFIELD ACADEMY 403(B) RETIREMENT PLAN | SUFFIELD CT | 234 | $53.9M | $935K |
| 10 | TCS EDUCATION SYSTEM THE COMMUNITY SOLUTION 403(B) PLAN | CHICAGO IL | 1,267 | $128.9M | $297K |
