Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding CREF Equity Index R1 Mutual Funds in their Schedule of Assets, totaling $6.2M 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 | ROSEMAN UNIVERSITY OF HEALTH SCIENCES ROSEMAN UNIVERSITY OF HEALTH SCIENCES DEFINED CONTRIBUTION PLAN | HENDERSON NV | 607 | $82.6M | $3.3M |
| 2 | KIMBALL UNION ACADEMY KIMBALL UNION ACADEMY DC RETIREMENT PLAN | MERIDEN NH | 149 | $31.8M | $925K |
| 3 | WATERSHED AGRICULTURAL COUNCIL OF THE NEW YORK CITY WATERSHEDS, INC. |
WALTON NY |
| 66 |
| $12.2M |
| $670K |
| 4 | PRINCETON CHILD DEVELOPMENT INSTITUTE, INC. PRINCETON CHILD DEVELOPMENT INSTITUTE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | PRINCETON NJ | 74 | $10.3M | $629K |
| 5 | THE WARDLAW-HARTRIDGE SCHOOL WARDLAW-HARTRIDGE SCHOOL DC RETIREMENT PLAN | EDISON NJ | 109 | $28.1M | $574K |
| 6 | CENTER FOR BIOLOGIOCAL DIVERSITY INC CENTER FOR BIOLOGICAL DIVERSITY 403(B) DC PLAN | TUCSON AZ | 197 | $33.8M | $27K |
