Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding CREF Equity Index R1 Variable annuity in their Schedule of Assets, totaling $35.0M 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 UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED THE UNIVERSITY OF CONNECTICUT FOUNDATION, INC. RETIREMENT ANNUITY PLAN | STORRS CT | 166 | $49.4M | $3.8M |
| 2 | BERNARD ZELL ANSHE EMET DAY SCHOOL BERNARD ZELL ANSHE EMET DAY SCHOOL RETIREMENT PLAN | CHICAGO IL | 128 | $26.7M | $3.1M |
| 3 | BEAVER COUNTRY DAY SCHOOL, INC. |
CHESTNUT HILL MA |
| 140 |
| $51.5M |
| $2.6M |
| 4 | MISS PORTERS SCHOOL, INC. MISS PORTER'S SCHOOL 403(B) RETIREMENT PLAN | FARMINGTON CT | 205 | $57.8M | $2.5M |
| 5 | RENBROOK SCHOOL, INC. RENBROOK SCHOOL 403(B) RETIREMENT PLAN | WEST HARTFORD CT | 95 | $29.1M | $2.1M |
| 6 | CONNECTICUT INSTITUTE FOR THE BLIND CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN | HARTFORD CT | 1,007 | $77.5M | $2.0M |
| 7 | AUXILIARY SERVICES CORPORATION OF SUNY CORTLAND AUXILIARY SERVICES CORPORATION OF SUNY CORTLAND DEFINED CONTRIBUTION RETIREMENT PLAN | CORTLAND NY | 171 | $16.1M | $1.4M |
| 8 | SALISBURY SCHOOL SALISBURY SCHOOL DC RETIREMENT PLAN | SALISBURY CT | 166 | $37.0M | $1.3M |
| 9 | JUDGE BAKER CHILDREN'S CENTER JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN | BOSTON MA | 274 | $46.4M | $1.3M |
| 10 | MARIN HORIZON SCHOOL MARIN HORIZON SCHOOL 403(B) DC PLAN | MILL VALLEY CA | 106 | $10.8M | $1.2M |
