Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CREF Global Equities R1 Registered investment co. in their Schedule of Assets, totaling $6.1M 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 | WILDWOOD SCHOOL WILDWOOD SCHOOL INC. DC RETIREMENT PLAN | LOS ANGELES CA | 159 | $46.4M | $3.6M |
| 2 | ROESSLER CHADWICK FOUNDATION ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN | PALOS VERDES CA | 316 | $63.5M | $1.6M |
| 3 | MAUMEE VALLEY COUNTRY DAY SCHOOL |
TOLEDO OH |
| 125 |
| $18.6M |
| $978K |
