Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding CREF CREF Inflation-Linked Bond R4 in their Schedule of Assets, totaling $10.8M 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 NEW SCHOOL THE NEW SCHOOL 403(B) RETIREMENT PLAN | NEW YORK NY | 4,797 | $669.7M | $3.5M |
| 2 | ELON UNIVERSITY ELON UNIVERSITY DEFINED CONTRIBUTION PLAN | ELON NC | 1,712 | $324.2M | $2.3M |
| 3 | CHATHAM UNIVERSITY CHATHAM UNIVERSITY DEFINED CONTRIBUTION PLAN |
PITTSBURGH PA |
| 334 |
| $97.0M |
| $1.9M |
| 4 | MARIST COLLEGE MARIST COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | POUGHKEEPSIE NY | 945 | $341.9M | $1.5M |
| 5 | ELON UNIVERSITY ELON UNIVERSITY TAX DEFERRED ANNUITY PLAN | ELON NC | 883 | $90.9M | $1.3M |
| 6 | MODERN LANGUAGE ASSOCIATION OF AMERICA MODERN LANGUAGE ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 89 | $56.6M | $135K |
| 7 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY 403(B) SALARY DEFERRAL AND DEFINED CONTRIBUTION PLAN | BIRMINGHAM AL | 1,596 | $127.0M | $115K |