Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding CREF Equity Index Mutual fund in their Schedule of Assets, totaling $79.5M 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 | THE MOUNT SINAI MEDICAL CENTER THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN | NEW YORK NY | 46,304 | $9.5B | $56.4M |
| 2 | UTICA UNIVERSITY UTICA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | UTICA NY | 1,079 | $148.0M | $8.0M |
| 3 | PEPPERDINE UNIVERSITY |
MALIBU CA |
| 2,003 |
| $633.5M |
| $4.4M |
| 4 | TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA HAMLINE UNIVERSITY 403(B) RETIREMENT PLAN | ST. PAUL MN | 438 | $167.3M | $2.7M |
| 5 | VITERBO UNIVERSITY, INC. VITERBO UNIVERSITY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | LA CROSSE WI | 264 | $60.4M | $2.4M |
| 6 | THE JEWISH MUSEUM THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 220 | $20.2M | $1.2M |
| 7 | OGLETHORPE UNIVERSITY OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM | ATLANTA GA | 309 | $41.4M | $1.0M |
| 8 | OJAI VALLEY SCHOOL, INC. OJAI VALLEY SCHOOL EMPLOYEE VOLUNTARY RETIREMENT PLAN | OJAI CA | 88 | $6.7M | $921K |
| 9 | THE INDEPENDENCE SCHOOL, INC. THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN | NEWARK DE | 121 | $22.7M | $721K |
| 10 | OJAI VALLEY SCHOOL, INC. OJAI VALLEY SCHOOL, INC. PROFIT SHARING PLAN | OJAI CA | 137 | $10.9M | $478K |
