Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CREF Equity Index Shares of registered investment companies in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CATLIN GABEL SCHOOL CATLIN GABEL SCHOOL RETIREMENT PLAN | PORTLAND OR | 222 | $52.5M | $865K |
| 2 | BOYS & GIRLS AID SOCIETY OF OREGON THE BOYS AND GIRLS AID SOCIETY OF OREGON DEFINED CONTRIBUTION RET PLAN | PORTLAND OR | 88 | $3.4M | $306K |
| 3 | PORTLAND OPPORTUNITIES INDUSTRIALIZATION CENTER INC. |
PORTLAND OR |
| 369 |
| $4.0M |
| $1K |
