Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding CREF Equity Index R1 Variable annuity contract ^ in their Schedule of Assets, totaling $12.8M 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 | INSTITUTE FOR THE FUTURE INSTITUTE FOR THE FUTURE DC PLAN | PALO ALTO CA | 35 | $27.8M | $2.0M |
| 2 | INTERNATIONAL SCHOOL OF BOSTON/LYCEE INTERNATIONAL DE BOSTON, INC INTERNATIONAL SCHOOL OF BOSTON DC PLAN | CAMBRIDGE MA | 163 | $22.2M | $1.6M |
| 3 | MARIN COUNTRY DAY SCHOOL |
CORTE MADERA CA |
| 205 |
| $65.3M |
| $1.3M |
| 4 | CRYSTAL SPRINGS UPLANDS SCHOOL CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HILLSBOROUGH CA | 163 | $49.0M | $1.1M |
| 5 | THE HAMLIN SCHOOL THE HAMLIN SCHOOL RETIREMENT PLAN | SAN FRANCISCO CA | 113 | $37.3M | $1.1M |
| 6 | INDIAN MOUNTAIN SCHOOL INDIAN MOUNTAIN SCHOOL RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS | LAKEVILLE CT | 122 | $15.1M | $951K |
| 7 | UNIVERSITY OF WESTERN STATES UNIVERSITY OF WESTERN STATES 403(B) PLAN | PORTLAND OR | 93 | $39.0M | $723K |
| 8 | MIAMI COUNTRY DAY SCHOOL MIAMI COUNTRY DAY SCHOOL RETIREMENT PLAN | MIAMI FL | 384 | $52.8M | $698K |
| 9 | DUNN SCHOOL DUNN SCHOOL DC RETIREMENT PLAN | LOS OLIVOS CA | 64 | $17.0M | $587K |
| 10 | COLORADO CHRISTIAN UNIVERSITY COLORADO CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN | LAKEWOOD CO | 1,160 | $46.9M | $526K |
