Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding CREF Equity Index Fund " in their Schedule of Assets, totaling $79.2M 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 | LAFAYETTE COLLEGE LAFAYETTE COLLEGE RETIREMENT PLAN | EASTON PA | 1,206 | $479.4M | $15.5M |
| 2 | BRIGHAM YOUNG UNIVERSITY - UTAH BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN | PROVO UT | 325 | $188.7M | $11.3M |
| 3 | COLLEGE OF ST. SCHOLASTICA, INC. THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN |
DULUTH MN |
| 685 |
| $138.3M |
| $5.2M |
| 4 | ST. CATHERINE UNIVERSITY ST. CATHERINE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ST. PAUL MN | 1,014 | $178.2M | $4.9M |
| 5 | AUGSBURG UNIVERSITY AUGSBURG UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MINNEAPOLIS MN | 705 | $149.4M | $4.6M |
| 6 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $4.6M |
| 7 | ATLANTA INTERNATIONAL SCHOOL ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN | ATLANTA GA | 277 | $43.3M | $4.3M |
| 8 | PHILLIPS EXETER ACADEMY PHILLIPS EXETER ACADEMY RETIREMENT PLAN | EXETER NH | 980 | $242.2M | $3.7M |
| 9 | NATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM AT THE WORLD TRADE CENTER NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM 403(B) PLAN | NEW YORK NY | 293 | $42.5M | $3.1M |
| 10 | PROVIDENCE ACADEMY PROVIDENCE ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | PLYMOUTH MN | 134 | $22.2M | $2.0M |
