Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding CREF Equity Index Fund Variable annuity contract in their Schedule of Assets, totaling $9.9M 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 | BENTLEY SCHOOL, INC. BENTLEY SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN | OAKLAND CA | 134 | $34.6M | $2.9M |
| 2 | CHINESE AMERICAN INTERNATIONAL SCHOOL CHINESE AMERICAN INTERNATIONAL SCHOOL RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 126 | $29.6M | $2.0M |
| 3 | MARLBOROUGH SCHOOL |
LOS ANGELES CA |
| 146 |
| $59.6M |
| $1.8M |
| 4 | CENTER FOR THE COLLABORATIVE CLASSROOM CENTER FOR THE COLLABORATIVE CLASSROOM 403(B) DC PLAN | ALAMEDA CA | 123 | $24.0M | $1.4M |
| 5 | LICK-WILMERDING HIGH SCHOOL THE LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN | SAN FRANCISCO CA | 147 | $48.8M | $1.3M |
| 6 | THE BRANDEIS SCHOOL OF SAN FRANCISCO THE BRANDEIS SCHOOL OF SAN FRANCISCO RETIREMENT PLAN | SAN FRANCISCO CA | 181 | $21.6M | $507K |
| 7 | THE EXPLORATORIUM THE EXPLORATORIUM DEFINED CONTRIBUTION RETIREMENT | SAN FRANCISCO CA | 106 | $4.2M | $81K |
