Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding CREF CREF Social Choice R1 (1) in their Schedule of Assets, totaling $4.9M 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 | NORTHWESTERN COLLEGE NORTHWESTERN COLLEGE 403(B) DC PLAN | ORANGE CITY IA | 296 | $48.6M | $879K |
| 2 | BRIAR CLIFF UNIVERSITY BRIAR CLIFF UNIVERSITY 403(B) DC PLAN | SIOUX CITY IA | 182 | $28.6M | $688K |
| 3 | CLARKE UNIVERSITY CLARKE UNIVERSITY RETIREMENT PLAN |
DUBUQUE IA |
| 189 |
| $40.4M |
| $596K |
| 4 | DAKOTA WESLEYAN UNIVERSITY DAKOTA WESLEYAN UNIVERSITY DEFINED CONTRIBUTION PLAN | MITCHELL SD | 149 | $19.0M | $516K |
| 5 | CAPITAL OF TEXAS PUBLIC TELECOMM COUNCIL CAPITAL OF TEXAS PUBLIC TELECOMM COUNCIL 403(B) DC PLAN | AUSTIN TX | 82 | $11.6M | $462K |
| 6 | UNION COMMONWEALTH UNIVERSITY UNION COMMONWEALTH UNIVERSITY RETIREMENT PLAN | BARBOURVILLE KY | 89 | $18.5M | $394K |
| 7 | JUDSON UNIVERSITY JUDSON UNIVERSITY RETIREMENT PLAN | ELGIN IL | 124 | $17.7M | $344K |
| 8 | WESTERN SEMINARY WESTERN SEMINARY 403(B) PLAN | PORTLAND OR | 89 | $5.1M | $320K |
| 9 | CORBAN UNIVERSITY CORBAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SALEM OR | 205 | $14.3M | $241K |
| 10 | MIDLAND UNIVERSITY MIDLAND UNIVERSITY 403(B) RETIREMENT SAVINGS PLAN | FREMONT NE | 200 | $20.9M | $157K |
