Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding CREF CREF Equity Index R3 in their Schedule of Assets, totaling $104.5M 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 | TRUSTEES OF BOSTON UNIVERSITY BOSTON UNIVERSITY RETIREMENT PLAN | BOSTON MA | 8,863 | $3.0B | $44.1M |
| 2 | PRESIDENT & FELLOWS OF HARVARD COLLEGE HARVARD HUMAN RESOURCES, BENEFI HARVARD UNIVERSITY TAX DEFERRED ANNUITY PLAN | CAMBRIDGE MA | 22,562 | $4.3B | $27.0M |
| 3 | TRUSTEES OF BOSTON UNIVERSITY |
BOSTON MA |
| 13,557 |
| $1.7B |
| $17.2M |
| 4 | PRESIDENT & FELLOWS OF HARVARD COLLEGE HARVARD HUMAN RESOURCES, BENEFI HARVARD UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CAMBRIDGE MA | 15,031 | $2.0B | $8.3M |
| 5 | PRESIDENT & FELLOWS OF HARVARD COLLEGE HARVARD HUMAN RESOURCES, BENEFI HARVARD UNIVERSITY RETIREMENT PLAN | CAMBRIDGE MA | 2,666 | $1.6B | $7.8M |