Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 76 U.S. retirement plans report holding CREF CREF Equity Index R2 in their Schedule of Assets, totaling $531.3M 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 | THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION SECTION 403(B) DEFINED CONTRIBUTION PLAN FOR TAX-EXEMPT COLLEGES AND UNIVERSITIES IN VIRGINIA | RICHMOND VA | 6,105 | $1.3B | $38.3M |
| 2 | GOVERNING COMMITTEE OF THE ILLINOIS INDEPENDENT COLLEGES AND UNIVERSI ILLINOIS INDEPENDENT COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | SPRINGFIELD IL | 1,567 | $503.5M | $22.7M |
| 3 |
ELON NC |
| 1,712 |
| $324.2M |
| $21.1M |
| 4 | THE NEW SCHOOL THE NEW SCHOOL 403(B) RETIREMENT PLAN | NEW YORK NY | 4,797 | $669.7M | $20.2M |
| 5 | IOWA INDEPENDENT HIGHER EDUCATION RESEARCH FOUNDATION IAICU MULTIPLE EMPLOYER PLAN | WEST DES MOINES IA | 2,536 | $621.4M | $19.8M |
| 6 | LONG ISLAND UNIVERSITY LONG ISLAND UNIVERSITY RETIREMENT PLAN | BROOKVILLE NY | 1,915 | $1.1B | $18.8M |
| 7 | THE GOVERNING BOARD OF THE PENNSYLVANIA ASSOCIATION OF PENNSYLVANIA ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | HARRISBURG PA | 2,445 | $543.3M | $17.6M |
| 8 | LONG ISLAND UNIVERSITY LONG ISLAND UNIVERSITY RETIREMENT PLAN | BROOKVILLE NY | 1,936 | $1.0B | $17.5M |
| 9 | SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION, INC. (SURA) SURA/JEFFERSON SCIENCE ASSOCIATES 401(K) PLAN | WASHINGTON DC | 1,103 | $324.0M | $16.1M |
| 10 | XAVIER UNIVERSITY XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CINCINNATI OH | 1,871 | $410.6M | $14.0M |
