Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding CREF Equity Index R3 " in their Schedule of Assets, totaling $317.2M 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 | YALE UNIVERSITY YALE UNIVERSITY RETIREMENT ACCOUNT PLAN | NEW HAVEN CT | 13,709 | $8.3B | $115.6M |
| 2 | WASHINGTON UNIVERSITY IN ST. LOUIS WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 27,547 | $7.5B | $84.6M |
| 3 | SOUTHWEST RESEARCH INSTITUTE SOUTHWEST RESEARCH INSTITUTE RETIREMENT PLAN |
SAN ANTONIO TX |
| 3,229 |
| $1.7B |
| $27.8M |
| 4 | TRUSTEES OF DARTMOUTH COLLEGE SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE | HANOVER NH | 4,433 | $1.1B | $21.6M |
| 5 | TRUSTEES OF DARTMOUTH COLLEGE 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF | HANOVER NH | 4,336 | $933.3M | $20.7M |
| 6 | THE CHARLES STARK DRAPER LABORATORY, INC. RETIREMENT PLAN FOR DRAPER EMPLOYEES | CAMBRIDGE MA | 2,451 | $1.3B | $17.3M |
| 7 | THOMAS JEFFERSON UNIVERSITY JEFFERSON DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 18,283 | $2.8B | $10.9M |
| 8 | TRUSTEES OF DARTMOUTH COLLEGE 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN FOR DARTMOUTH COLLEGE FACULTY AND STAFF | HANOVER NH | 52 | $356.0M | $6.3M |
| 9 | THE CHARLES STARK DRAPER LABORATORY, INC. THE CHARLES STARK DRAPER LABORATORY, INC. SUPPLEMENTAL RETIREMENT ANNUITY PLAN | CAMBRIDGE MA | 1,519 | $460.7M | $6.2M |
| 10 | PHILADELPHIA UNIVERSITY PHILADELPHIA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 529 | $137.6M | $5.4M |
