Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CREF CREF Equity Index N/R in their Schedule of Assets, totaling $16.2M 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 | WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | MORGANTOWN WV | 32,450 | $1.8B | $11.5M |
| 2 | UPPER IOWA UNIVERSITY UPPER IOWA UNIVERSITY 403(B) RETIREMENT PLAN | FAYETTE IA | 453 | $48.8M | $4.2M |
| 3 | HOPE ENTERPRISES, INC. |
WILLIAMSPORT PA |
| 345 |
| $16.9M |
| $518K |