Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding CREF Equity Index R1 X8 in their Schedule of Assets, totaling $2.6M 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 | ANNUAL REVIEWS ANNUAL REVIEWS 403(B) DC PLAN | SAN MATEO CA | 92 | $53.4M | $1.9M |
| 2 | INTERNATIONAL INSTITUTE OF NEW ENGLAND, INC. INTERNATIONAL INSTITUTE OF NEW ENGLAND 403(B) PLAN | BOSTON MA | 288 | $6.9M | $678K |