Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 78 U.S. retirement plans report holding CREF CREF Social Choice R2 in their Schedule of Assets, totaling $399.3M 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 | THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION SECTION 403(B) DEFINED CONTRIBUTION PLAN FOR TAX-EXEMPT COLLEGES AND UNIVERSITIES IN VIRGINIA | RICHMOND VA | 6,105 | $1.3B | $29.9M |
| 2 | IOWA INDEPENDENT HIGHER EDUCATION RESEARCH FOUNDATION IAICU MULTIPLE EMPLOYER PLAN | WEST DES MOINES IA | 2,536 | $621.4M | $19.1M |
| 3 |
SPRINGFIELD IL |
| 1,567 |
| $503.5M |
| $17.0M |
| 4 | INDEPENDENT COLLEGES OF INDIANA ASSOCIATION, INC ICI MULTIPLE EMPLOYER PLAN | INDIANAPOLIS IN | 2,971 | $480.6M | $16.1M |
| 5 | THE NEW SCHOOL THE NEW SCHOOL 403(B) RETIREMENT PLAN | NEW YORK NY | 4,797 | $669.7M | $14.3M |
| 6 | SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION, INC. (SURA) SURA/JEFFERSON SCIENCE ASSOCIATES 401(K) PLAN | WASHINGTON DC | 1,103 | $324.0M | $13.0M |
| 7 | UNIVERSITY OF RICHMOND UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN | RICHMOND VA | 1,880 | $685.5M | $12.5M |
| 8 | THE GOVERNING BOARD OF THE PENNSYLVANIA ASSOCIATION OF PENNSYLVANIA ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | HARRISBURG PA | 2,445 | $543.3M | $10.0M |
| 9 | XAVIER UNIVERSITY XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CINCINNATI OH | 1,871 | $410.6M | $9.9M |
| 10 | WESTERN UNIVERSITY OF HEALTH SCIENCES WESTERN UNIVERSITY OF HEALTH SCIENCES 403(B) PLAN | POMONA CA | 1,304 | $335.9M | $9.2M |
