Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding CREF CREF Social Choice R4 in their Schedule of Assets, totaling $49.9M 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 NEW SCHOOL THE NEW SCHOOL 403(B) RETIREMENT PLAN | NEW YORK NY | 4,797 | $669.7M | $11.3M |
| 2 | ELON UNIVERSITY ELON UNIVERSITY DEFINED CONTRIBUTION PLAN | ELON NC | 1,712 | $324.2M | $8.9M |
| 3 | UNIVERSITY OF RICHMOND UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN | RICHMOND VA | 1,880 | $685.5M | $6.4M |
| 4 | ELON UNIVERSITY ELON UNIVERSITY TAX DEFERRED ANNUITY PLAN | ELON NC | 883 | $90.9M | $5.9M |
| 5 | MARIST COLLEGE MARIST COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | POUGHKEEPSIE NY | 945 | $341.9M | $5.4M |
| 6 | COUNCIL ON FOREIGN RELATIONS COUNCIL ON FOREIGN RELATIONS 403(B) RETIREMENT PLAN | NEW YORK NY | 371 | $164.6M | $4.3M |
| 7 | SAVANNAH COLLEGE OF ART AND DESIGN SAVANNAH COLLEGE OF ART AND DESIGN RETIREMENT PLAN | SAVANNAH GA | 1,941 | $222.1M | $2.7M |
| 8 | THE JUILLIARD SCHOOL THE JUILLIARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 1,032 | $145.9M | $2.1M |
| 9 | PRACTISING LAW INSTITUTE PLI RETIREMENT SAVINGS PLAN | NEW YORK NY | 322 | $132.5M | $1.0M |
| 10 | CATE SCHOOL TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL | CARPINTERIA CA | 135 | $41.0M | $491K |
