Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding CREF CREF Social Choice Fund in their Schedule of Assets, totaling $42.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | AMERICAN BOARD OF INTERNAL MEDICINE |
PHILADELPHIA PA |
| 269 |
| $60.5M |
| $171K |
| 4 | THE BARNES FOUNDATION THE BARNES FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 204 | $12.4M | $53K |
