Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding CREF Equity Index R1 Registered investment company in their Schedule of Assets, totaling $18.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GEORGE WALTON ACADEMY, INC GEORGE WALTON ACADEMY 403(B) DC PLAN | MONROE GA | 175 | $18.8M | $2.7M |
| 2 | HERITAGE UNIVERSITY HERITAGE UNIVERSITY RETIREMENT PLAN | TOPPENISH WA | 257 | $23.6M | $1.5M |
| 3 | SEATTLE COUNTRY DAY SCHOOL SEATTLE COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
SEATTLE WA |
| 73 |
| $16.9M |
| $1.5M |
| 4 | KAI MING, INC. KAI MING, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 170 | $21.6M | $1.4M |
| 5 | THE SKOLL FOUNDATION THE SKOLL FOUNDATION RETIREMENT PLAN | PALO ALTO CA | 63 | $30.2M | $1.3M |
| 6 | ANNIE WRIGHT SCHOOLS ANNIE WRIGHT SCHOOLS DC RETIREMENT PLAN | TACOMA WA | 323 | $30.7M | $1.1M |
| 7 | THE EVERGREEN SCHOOL THE EVERGREEN SCHOOL 403(B) DC PLAN | SHORELINE WA | 122 | $31.2M | $1.0M |
| 8 | KEUKA COLLEGE KEUKA COLLEGE RETIREMENT PLAN | KEUKA PARK NY | 193 | $43.9M | $1.0M |
| 9 | AMERICAN CONSERVATORY THEATER AMERICAN CONSERVATORY THEATER 403(B) DC AND TDA PLANS | SAN FRANCISCO CA | 63 | $8.1M | $814K |
| 10 | BRENAU UNIVERSITY BRENAU UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN | GAINESVILLE GA | 369 | $67.5M | $800K |
