Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding CREF Equity Index Fund R1 in their Schedule of Assets, totaling $12.7M 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 | IMMACULATA UNIVERSITY IMMACULATA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | IMMACULATA PA | 341 | $41.9M | $2.3M |
| 2 | ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES 403B PLAN | WASHINGTON DC | 265 | $45.7M | $2.0M |
| 3 | NEUMANN UNIVERSITY |
ASTON PA |
| 452 |
| $63.4M |
| $1.2M |
| 4 | BELMONT ABBEY COLLEGE, INC. BELMONT ABBEY COLLEGE RETIREMENT PLAN | BELMONT NC | 286 | $34.8M | $1.2M |
| 5 | COLLEGIATE SCHOOL COLLEGIATE SCHOOL 403(B) RETIREMENT PLAN | RICHMOND VA | 403 | $105.3M | $1.1M |
| 6 | UNIVERSITY OF THE OZARKS UNIVERSITY OF THE OZARKS DEFINED CONTRIBUTION RETIREMENT PLAN | CLARKSVILLE AR | 335 | $25.1M | $1.1M |
| 7 | LEES-MCRAE COLLEGE, INC. LEES-MCRAE COLLEGE 403(B) RETIREMENT PLAN | BANNER ELK NC | 92 | $15.6M | $640K |
| 8 | BARTON COLLEGE BARTON COLLEGE RETIREMENT PLAN | WILSON NC | 192 | $27.8M | $604K |
| 9 | ST. ANDREWS PRESBYTERIAN COLLEGE ST. ANDREWS UNIVERSITY ST. ANDREWS PRESBYTERIAN COLLEGE DC PLAN | BABSON PARK FL | 75 | $11.1M | $539K |
| 10 | VIRGINIA UNION UNIVERSITY VIRGINIA UNION UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | RICHMOND VA | 266 | $24.7M | $484K |
