Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 128 U.S. retirement plans report holding CREF** Equity Index in their Schedule of Assets, totaling $523.4M 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 | HOWARD HUGHES MEDICAL INSTITUTE HOWARD HUGHES MEDICAL INSTITUTE RETIREMENT SAVINGS PLAN | CHEVY CHASE MD | 2,784 | $2.0B | $61.6M |
| 2 | DEPAUL UNIVERSITY DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN | CHICAGO IL | 3,976 | $1.3B | $42.8M |
| 3 | UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH |
BOULDER CO |
| 1,643 |
| $1.2B |
| $32.2M |
| 4 | RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 12,450 | $929.2M | $31.3M |
| 5 | WILLIAM MARSH RICE UNIVERSITY WILLIAM MARSH RICE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 6,816 | $929.6M | $16.7M |
| 6 | VILLANOVA UNIVERSITY VILLANOVA UNIVERSITY RETIREMENT SAVINGS PLAN | VILLANOVA PA | 3,257 | $1.2B | $16.3M |
| 7 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $15.9M |
| 8 | UNIVERSITY OF THE PACIFIC UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION PLAN | STOCKTON CA | 2,955 | $839.2M | $14.3M |
| 9 | WAKE FOREST UNIVERSITY WAKE FOREST UNIVERSITY RETIREMENT PLAN | WINSTON SALEM NC | 3,314 | $889.4M | $11.9M |
| 10 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $11.4M |
