Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding CREF Equity Index R2 Variable Annuities in their Schedule of Assets, totaling $32.3M 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 | SRI INTERNATIONAL SRI INTERNATIONAL BASIC RETIREMENT PLAN | MENLO PARK CA | 1,243 | $887.1M | $10.4M |
| 2 | SRI INTERNATIONAL SRI INTERNATIONAL RETIREMENT SAVINGS PLAN | MENLO PARK CA | 1,056 | $787.2M | $8.1M |
| 3 | DEXTER SOUTHFIELD, INC. DEXTER SOUTHFIELD, INC. DEFINED CONTRIBUTION RETIREMENT PLAN |
BROOKLINE MA |
| 213 |
| $61.4M |
| $3.4M |
| 4 | ASSOCIATED UNIVERSITIES INC. ASSOCIATED UNIVERSITIES INC. RETIREMENT PLAN | VIENNA VA | 616 | $204.8M | $3.3M |
| 5 | ASSOCIATED UNIVERSITIES INC. AUI SUPPLEMENTAL RETIREMENT ANNUITY PLAN - AUI/NRAO TDA PLAN | VIENNA VA | 627 | $168.5M | $2.7M |
| 6 | TRUSTEES OF EMMANUEL COLLEGE EMMANUEL COLLEGE DEFINED CONTRIBUTION PLAN | BOSTON MA | 502 | $121.6M | $2.5M |
| 7 | THE HOLTON-ARMS SCHOOL, INC. HOLTON-ARMS SCHOOL, INC. TAX DEFERRED SAVINGS & RETIREMENT PLAN | BETHESDA MD | 189 | $76.4M | $1.6M |
| 8 | LONGY SCHOOL OF MUSIC OF BARD COLLEGE LONGY SCHOOL OF MUSIC DEFINED CONTRIBUTION RETIREMENT PLAN | CAMBRIDGE MA | 92 | $10.9M | $195K |
