Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding CREF Global Equities R1 Variable annuity in their Schedule of Assets, totaling $30.2M 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 | CALHOUN SCHOOL CALHOUN SCHOOL 403(B) DC PLAN | NEW YORK NY | 135 | $69.0M | $5.7M |
| 2 | CONNECTICUT INSTITUTE FOR THE BLIND CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN | HARTFORD CT | 1,007 | $77.5M | $2.7M |
| 3 | THE UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED |
STORRS CT |
| 166 |
| $49.4M |
| $2.4M |
| 4 | TRUDEAU INSTITUTE, INC. TRUDEAU INSTITUTE RETIREMENT PLAN | SARANAC LAKE NY | 75 | $29.9M | $2.2M |
| 5 | BEAVER COUNTRY DAY SCHOOL, INC. BEAVER COUNTRY DAY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | CHESTNUT HILL MA | 140 | $51.5M | $2.0M |
| 6 | RUMSEY HALL SCHOOL RUMSEY HALL SCHOOL 403(B) DC PLAN | WASHINGTON DEPOT CT | 100 | $19.9M | $1.9M |
| 7 | AMATO'S SANDWICH SHOPS, INC. AMATO'S PROFIT SHARING PLAN | PORTLAND ME | 113 | $2.7M | $1.9M |
| 8 | BERNARD ZELL ANSHE EMET DAY SCHOOL BERNARD ZELL ANSHE EMET DAY SCHOOL RETIREMENT PLAN | CHICAGO IL | 128 | $26.7M | $1.4M |
| 9 | CAPE COD ACADEMY CAPE COD ACADEMY DC RETIREMENT PLAN | OSTERVILLE MA | 47 | $13.8M | $1.2M |
| 10 | HILBERT COLLEGE THE HILBERT COLLEGE RETIREMENT PLAN | HAMBURG NY | 116 | $36.0M | $1.2M |
