Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Cref Equity Index R1 Mutual Fund in their Schedule of Assets, totaling $10.1M 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 | EMMA WILLARD SCHOOL EMMA WILLARD SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | TROY NY | 146 | $53.8M | $1.7M |
| 2 | ATLANTA LEGAL AID SOCIETY, INC. ATLANTA LEGAL AID SOCIETY 403(B) PLAN (FKA ATLANTA LEGAL AID, INC TAX SHELTERED ANNUITY) | ATLANTA GA | 122 | $19.5M | $1.5M |
| 3 | INDIAN CREEK SCHOOL |
CROWNSVILLE MD |
| 110 |
| $18.7M |
| $1.2M |
| 4 | THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL THREEFOLD EDUCATIONAL FOUNDATION AND SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CHESTNUT RIDGE NY | 94 | $13.7M | $853K |
| 5 | WILLIAM PEACE UNIVERSITY WILLIAM PEACE UNIVERSITY RETIREMENT PLAN | RALEIGH NC | 136 | $22.7M | $752K |
| 6 | CONSORTIUM FOR WORKER EDUCATION, INC. CONSORTIUM FOR WORKER EDUCATION, INC. 401(A) DC PL | NEW YORK NY | 95 | $18.3M | $733K |
| 7 | MOUNT DESERT ISLAND HOSPITAL MOUNT DESERT ISLAND HOSPITAL EMPLOYEE SAVINGS PLAN | BAR HARBOR ME | 556 | $49.6M | $639K |
| 8 | THE NEW YORK STRUCTURAL BIOLOGY CENTER NEW YORK STRUCTURAL BIOLOGY CENTER 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 74 | $17.7M | $496K |
| 9 | COKER UNIVERSITY COKER UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN | HARTSVILLE SC | 153 | $30.2M | $453K |
| 10 | AUXILIARY SERVICES, STATE UNIVERSITY COLLEGE AT OSWEGO, INC. AUXILIARY SERVICES DEFINED CONTRIBUTION RETIREMENT PLAN | OSWEGO NY | 56 | $11.2M | $446K |
