Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 92 U.S. retirement plans report holding CREF* CREF Equity Index R1 in their Schedule of Assets, totaling $90.4M 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 | INDEPENDENT SCHOOL COLLABORATIVE INDEPENDENT SCHOOL COLLABORATIVE MULTIPLE EMPLOYER PLAN | GREENSBORO NC | 4,083 | $449.0M | $14.7M |
| 2 | NATIONAL INSTITUTE OF AEROSPACE ASSOCIATES DBA NATIONAL INSTITUTE OF A NATIONAL INSTITUTE OF AEROSPACE ASSOCIATES DEFINED CONTRIBUTION AND TDA PLAN | HAMPTON VA | 101 | $36.8M | $3.5M |
| 3 |
MYSTIC CT |
| 1,195 |
| $256.8M |
| $3.1M |
| 4 | SPONSORS FOR EDUCATIONAL OPPORTUNITY SPONSORS FOR EDUCATIONAL OPPORTUNITY 403(B) PLAN | NEW YORK NY | 247 | $19.6M | $2.8M |
| 5 | COTTEY COLLEGE COTTEY COLLEGE DC RETIREMENT PLAN | NEVADA MO | 238 | $31.8M | $2.7M |
| 6 | SOLEBURY SCHOOL SOLEBURY SCHOOL DEFINED CONTRIBUTION AND TDA PLAN | NEW HOPE PA | 112 | $22.4M | $2.7M |
| 7 | AMERICAN ECONOMIC ASSOCIATION AMERICAN ECONOMIC ASSOCIATION 403(B) DC PLAN | NASHVILLE TN | 36 | $20.7M | $2.4M |
| 8 | MERIDIAN INTERNATIONAL CENTER MERIDIAN INTERNATIONAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 141 | $38.2M | $2.1M |
| 9 | FRENCH AMERICAN SCHOOL OF NEW YORK FRENCH AMERICAN SCHOOL OF NEW YORK 403(B) DC PLAN | MAMARONECK NY | 159 | $42.0M | $2.0M |
| 10 | NEW YORK ACADEMY OF SCIENCES NEW YORK ACADEMY OF SCIENCES RA PLAN | NEW YORK NY | 67 | $32.7M | $1.9M |
