Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding CREF Equity Index R1 Variable annuities - in their Schedule of Assets, totaling $9.4M 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 BELMONT DAY SCHOOL, INC. BELMONT DAY SCHOOL DC RETIREMENT PLAN | BELMONT MA | 109 | $25.7M | $1.7M |
| 2 | LINCOLN INSTITUTE OF LAND POLICY LINCOLN INSTITUTE OF LAND POLICY 403(B) RETIREMENT PLAN | CAMBRIDGE MA | 171 | $58.0M | $1.3M |
| 3 | CUSHING ACADEMY CUSHING ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN |
ASHBURNHAM MA |
| 172 |
| $53.7M |
| $1.3M |
| 4 | THE FENN SCHOOL INC. THE FENN SCHOOL TDA AND RETIREMENT PLAN | CONCORD MA | 102 | $42.0M | $1.3M |
| 5 | BRYN MAWR SCHOOL FOR GIRLS OF BALTIMORE CITY, INC. BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF | BALTIMORE MD | 277 | $50.7M | $1.2M |
| 6 | THE WILLISTON NORTHAMPTON SCHOOL THE WILLISTON NORTHAMPTON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | EASTHAMPTON MA | 201 | $56.0M | $842K |
| 7 | C.H.I.L.D., INC. C.H.I.L.D., INC. 403(B) RETIREMENT PLAN | WARWICK RI | 96 | $15.4M | $727K |
| 8 | BIGELOW LABORATORY FOR OCEAN SCIENCES BIGELOW LABORATORY FOR OCEAN SCIENCES RETIREMENT PLAN | EAST BOOTHBAY ME | 102 | $30.9M | $720K |
| 9 | SONOMA ACADEMY SONOMA ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA ROSA CA | 104 | $18.0M | $145K |
| 10 | KEYS FAMILY DAY SCHOOL KEYS SCHOOL DC PLAN | PALO ALTO CA | 78 | $19.2M | $20K |
