Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding CREF Equity Index Variable annuity in their Schedule of Assets, totaling $65.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MERCER UNIVERSITY MERCER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MACON GA | 1,938 | $558.7M | $15.9M |
| 2 | UNIVERSITY OF LA VERNE UNIVERSITY OF LA VERNE 403(B) RETIREMENT SAVINGS PLAN | LA VERNE CA | 5,575 | $266.2M | $12.0M |
| 3 | MUSEUM OF FINE ARTS |
BOSTON MA |
| 404 |
| $208.0M |
| $11.6M |
| 4 | FLINT HILL SCHOOL FLINT HILL 403(B) DC AND TDA PLAN | OAKTON VA | 235 | $74.6M | $7.9M |
| 5 | SOUTHWESTERN LAW SCHOOL SOUTHWESTERN LAW SCHOOL DC RETIREMENT PLAN | LOS ANGELES CA | 202 | $106.0M | $3.3M |
| 6 | LA JOLLA INSTITUTE FOR IMMUNOLOGY LA JOLLA INSTITUTE FOR IMMUNOLOGY RETIREMENT SAVINGS PLAN | LA JOLLA CA | 347 | $90.2M | $2.4M |
| 7 | SAMUEL MERRITT UNIVERSITY SAMUEL MERRITT UNIVERSITY 403(B) PLAN | OAKLAND CA | 755 | $101.2M | $2.3M |
| 8 | THE TATNALL SCHOOL, INC TATNALL SCHOOL 403(B) PLAN | WILMINGTON DE | 115 | $41.9M | $1.8M |
| 9 | ST. JOHN'S COLLEGE HIGH SCHOOL ST. JOHN'S COLLEGE HIGH SCHOOL 403(B) RETIREMENT PLAN | WASHINGTON DC | 156 | $17.4M | $1.6M |
| 10 | JOBS FOR THE FUTURE, INC. JOBS FOR THE FUTURE, INC. RETIREMENT PLAN | BOSTON MA | 166 | $49.9M | $1.5M |
