Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 96 U.S. retirement plans report holding CREF* CREF Social Choice R1 in their Schedule of Assets, totaling $47.1M 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 | INDEPENDENT SCHOOL COLLABORATIVE INDEPENDENT SCHOOL COLLABORATIVE MULTIPLE EMPLOYER PLAN | GREENSBORO NC | 4,083 | $449.0M | $3.1M |
| 2 | HAMLIN ROBINSON SCHOOL HAMLIN ROBINSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SEATTLE WA | 93 | $5.6M | $2.3M |
| 3 | CATAWBA COLLEGE |
SALISBURY NC |
| 398 |
| $46.9M |
| $2.1M |
| 4 | CONNECTICUT ASSOCIATION OF INDEPENDENT SCHOOLS, INC CAIS MULTIPLE EMPLOYER PLAN | MYSTIC CT | 1,195 | $256.8M | $1.9M |
| 5 | AMERICAN ECONOMIC ASSOCIATION AMERICAN ECONOMIC ASSOCIATION 403(B) DC PLAN | NASHVILLE TN | 36 | $20.7M | $1.6M |
| 6 | NATIONAL INSTITUTE OF AEROSPACE ASSOCIATES DBA NATIONAL INSTITUTE OF A NATIONAL INSTITUTE OF AEROSPACE ASSOCIATES DEFINED CONTRIBUTION AND TDA PLAN | HAMPTON VA | 101 | $36.8M | $1.4M |
| 7 | SOLEBURY SCHOOL SOLEBURY SCHOOL DEFINED CONTRIBUTION AND TDA PLAN | NEW HOPE PA | 112 | $22.4M | $1.3M |
| 8 | FRIENDS UNIVERSITY FRIENDS UNIVERSITY DC AND TDA PLAN | WICHITA KS | 250 | $36.9M | $1.3M |
| 9 | UMS-WRIGHT PREPARATORY SCHOOL UMS-WRIGHT PREPARATORY SCHOOL 403(B) PLAN | MOBILE AL | 189 | $27.2M | $1.3M |
| 10 | AFS USA AFS-USA 403(B)PLAN | NEW YORK NY | 134 | $23.6M | $1.3M |
