Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding CREF CREF Social Choice R3 in their Schedule of Assets, totaling $82.2M 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 | TRUSTEES OF BOSTON UNIVERSITY BOSTON UNIVERSITY RETIREMENT PLAN | BOSTON MA | 8,863 | $3.0B | $23.9M |
| 2 | PRESIDENT & FELLOWS OF HARVARD COLLEGE HARVARD HUMAN RESOURCES, BENEFI HARVARD UNIVERSITY TAX DEFERRED ANNUITY PLAN | CAMBRIDGE MA | 22,562 | $4.3B | $23.0M |
| 3 | TRUSTEES OF BOSTON UNIVERSITY |
BOSTON MA |
| 13,557 |
| $1.7B |
| $10.5M |
| 4 | PRESIDENT & FELLOWS OF HARVARD COLLEGE HARVARD HUMAN RESOURCES, BENEFI HARVARD UNIVERSITY RETIREMENT PLAN | CAMBRIDGE MA | 2,666 | $1.6B | $8.5M |
| 5 | PRESIDENT & FELLOWS OF HARVARD COLLEGE HARVARD HUMAN RESOURCES, BENEFI HARVARD UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CAMBRIDGE MA | 15,031 | $2.0B | $8.3M |
| 6 | JEFFERSON UNIVERSITY PHYSICIANS JEFFERSON UNIVERSITY PHYSICIANS RETIREMENT PLAN | PHILADELPHIA PA | 3,407 | $520.9M | $6.1M |
| 7 | KENNEDY HEALTH SYSTEM JEFFERSON HEALTH NEW JERSEY 403(B) PLAN | PHILADELPHIA PA | 5,208 | $400.3M | $1.3M |
| 8 | BENEDICTINE UNIVERSITY BENEDICTINE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LISLE IL | 379 | $100.7M | $560K |
| 9 | ABINGTON MEMORIAL HOSPITAL ABINGTON HEALTH DEFINED CONTRIBUTION PLAN | PHILADELPHIA PA | 4,606 | $88.3M | $103K |
| 10 | CLAFLIN UNIVERSITY CLAFLIN UNIVERSITY DC RETIREMENT PLAN | ORANGEBURG SC | 261 | $32.9M | $12K |
