Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding CREF Global Equities R1 Variable annuity in their Schedule of Assets, totaling $43.4M 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 | CALHOUN SCHOOL CALHOUN SCHOOL 403(B) DC PLAN | NEW YORK NY | 135 | $69.0M | $5.7M |
| 2 | MISS PORTERS SCHOOL, INC. MISS PORTER'S SCHOOL 403(B) RETIREMENT PLAN | FARMINGTON CT | 205 | $57.8M | $3.0M |
| 3 | CONNECTICUT INSTITUTE FOR THE BLIND CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN | HARTFORD CT | 1,007 | $77.5M | $2.7M |
| 4 | THE UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED THE UNIVERSITY OF CONNECTICUT FOUNDATION, INC. RETIREMENT ANNUITY PLAN | STORRS CT | 166 | $49.4M | $2.4M |
| 5 | TRUDEAU INSTITUTE, INC. TRUDEAU INSTITUTE RETIREMENT PLAN | SARANAC LAKE NY | 75 | $29.9M | $2.2M |
| 6 | BEAVER COUNTRY DAY SCHOOL, INC. BEAVER COUNTRY DAY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | CHESTNUT HILL MA | 140 | $51.5M | $2.0M |
| 7 | RUMSEY HALL SCHOOL RUMSEY HALL SCHOOL 403(B) DC PLAN | WASHINGTON DEPOT CT | 100 | $19.9M | $1.9M |
| 8 | KING SCHOOL, INC. KING SCHOOL, INC. SECTION 403(B) PLAN | STAMFORD CT | 186 | $58.8M | $1.7M |
| 9 | JUDGE BAKER CHILDREN'S CENTER JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN | BOSTON MA | 274 | $46.4M | $1.5M |
| 10 | SALISBURY SCHOOL SALISBURY SCHOOL DC RETIREMENT PLAN | SALISBURY CT | 166 | $37.0M | $1.4M |
