Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding CREF CREF Social Choice Fund in their Schedule of Assets, totaling $43.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BUCKNELL UNIVERSITY BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LEWISBURG PA | 1,611 | $672.9M | $28.3M |
| 2 | FERMI RESEARCH ALLIANCE, LLC RETIREMENT PLAN FOR EMPLOYEES OF FERMI RESEARCH ALLIANCE, LLC | BATAVIA IL | 1,724 | $796.0M | $13.5M |
| 3 | SPURWINK SERVICES, INC. |
PORTLAND ME |
| 1,215 |
| $31.3M |
| $1.0M |
| 4 | THE WALDORF SCHOOL OF GARDEN CITY WALDORF SCHOOL OF GARDEN CITY DEFINED CONTRIBUTION PLAN | GARDEN CITY NY | 76 | $6.1M | $483K |
| 5 | AMERICAN BOARD OF INTERNAL MEDICINE AMERICAN BOARD OF INTERNAL MEDICINE RETIREMENT PLAN | PHILADELPHIA PA | 269 | $60.5M | $171K |
| 6 | THE BARNES FOUNDATION THE BARNES FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 204 | $12.4M | $53K |
