Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding CREF CREF Stock R1 (1) in their Schedule of Assets, totaling $31.8M 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 | CLARKE UNIVERSITY CLARKE UNIVERSITY RETIREMENT PLAN | DUBUQUE IA | 189 | $40.4M | $6.8M |
| 2 | BRIAR CLIFF UNIVERSITY BRIAR CLIFF UNIVERSITY 403(B) DC PLAN | SIOUX CITY IA | 182 | $28.6M | $6.5M |
| 3 | NORTHWESTERN COLLEGE NORTHWESTERN COLLEGE 403(B) DC PLAN |
ORANGE CITY IA |
| 296 |
| $48.6M |
| $5.2M |
| 4 | MIDLAND UNIVERSITY MIDLAND UNIVERSITY 403(B) RETIREMENT SAVINGS PLAN | FREMONT NE | 200 | $20.9M | $3.8M |
| 5 | DAKOTA WESLEYAN UNIVERSITY DAKOTA WESLEYAN UNIVERSITY DEFINED CONTRIBUTION PLAN | MITCHELL SD | 149 | $19.0M | $3.0M |
| 6 | WICHITA COLLEGIATE SCHOOL WICHITA COLLEGIATE SCHOOL 403(B) DC PLAN | WICHITA KS | 231 | $21.5M | $2.3M |
| 7 | JUDSON UNIVERSITY JUDSON UNIVERSITY RETIREMENT PLAN | ELGIN IL | 124 | $17.7M | $2.3M |
| 8 | CORBAN UNIVERSITY CORBAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SALEM OR | 205 | $14.3M | $921K |
| 9 | HERITAGE HALL HERITAGE HALL 403(B) DC AND TDA PLAN | OKLAHOMA CITY OK | 182 | $29.3M | $709K |
| 10 | WESTERN SEMINARY WESTERN SEMINARY 403(B) PLAN | PORTLAND OR | 89 | $5.1M | $225K |
