Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 59 U.S. retirement plans report holding CREF CREF Stock R2 in their Schedule of Assets, totaling $2.3B 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 | LONG ISLAND UNIVERSITY LONG ISLAND UNIVERSITY RETIREMENT PLAN | BROOKVILLE NY | 1,915 | $1.1B | $200.5M |
| 2 | LONG ISLAND UNIVERSITY LONG ISLAND UNIVERSITY RETIREMENT PLAN | BROOKVILLE NY | 1,936 | $1.0B | $189.2M |
| 3 | THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION |
RICHMOND VA |
| 6,105 |
| $1.3B |
| $171.1M |
| 4 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 21,020 | $3.6B | $130.0M |
| 5 | LEHIGH UNIVERSITY LEHIGH UNIVERSITY RETIREMENT PLAN | BETHLEHEM PA | 2,958 | $901.6M | $119.7M |
| 6 | IOWA INDEPENDENT HIGHER EDUCATION RESEARCH FOUNDATION IAICU MULTIPLE EMPLOYER PLAN | WEST DES MOINES IA | 2,536 | $621.4M | $91.9M |
| 7 | THE NEW SCHOOL THE NEW SCHOOL 403(B) RETIREMENT PLAN | NEW YORK NY | 4,797 | $669.7M | $91.4M |
| 8 | POMONA COLLEGE POMONA COLLEGE ACADEMIC RETIREMENT PLAN | CLAREMONT CA | 1,456 | $380.0M | $76.9M |
| 9 | THE GOVERNING BOARD OF THE PENNSYLVANIA ASSOCIATION OF PENNSYLVANIA ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES MULTIPLE EMPLOYER PLAN | HARRISBURG PA | 2,445 | $543.3M | $70.9M |
| 10 | INDEPENDENT COLLEGES OF INDIANA ASSOCIATION, INC ICI MULTIPLE EMPLOYER PLAN | INDIANAPOLIS IN | 2,971 | $480.6M | $62.8M |
