Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding CREF Equity Index R4 " in their Schedule of Assets, totaling $18.6M 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 | DANA-FARBER CANCER INSTITUTE, INC. DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN | BOSTON MA | 8,349 | $869.5M | $9.3M |
| 2 | DANA-FARBER CANCER INSTITUTE, INC. DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN | BOSTON MA | 6,039 | $930.2M | $5.3M |
| 3 | MID-PACIFIC INSTITUTE |
HONOLULU HI |
| 216 |
| $84.0M |
| $1.5M |
| 4 | MARYMOUNT MANHATTAN COLLEGE MARYMOUNT MANHATTAN COLLEGE TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW YORK NY | 240 | $112.8M | $1.5M |
| 5 | UNIVERSITY OF CINCINNATI FOUNDATION UNIVERSITY OF CINCINNATI FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | CINCINNATI OH | 157 | $52.3M | $914K |
| 6 | AMERICAN INSTITUTE OF PHYSICS DEFINED CONTRIBUTION PLAN FOR THE EMPLOYEES OF THE AMERICAN INSTITUTE OF PHYSICS | COLLEGE PARK MD | 212 | $141.1M | $46K |
| 7 | AMERICAN INSTITUTE OF PHYSICS THE AMERICAN INSTITUTE OF PHYSICS TAX DEFERRED ANNUITY PLAN | COLLEGE PARK MD | 234 | $75.7M | $32K |
