Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding CREF Global Equities Registered investment company in their Schedule of Assets, totaling $136.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STANFORD HEALTH CARE STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN | STANFORD CA | 25,626 | $6.9B | $36.9M |
| 2 | UNIVERSITY OF ROCHESTER UNIVERSITY OF ROCHESTER RETIREMENT PROGRAM | ROCHESTER NY | 30,335 | $7.2B | $36.9M |
| 3 | COLGATE UNIVERSITY COLGATE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT |
HAMILTON NY |
| 1,002 |
| $567.8M |
| $26.9M |
| 4 | TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN | PHILADELPHIA PA | 12,667 | $1.3B | $15.6M |
| 5 | MAIN LINE HEALTH, INC. MAIN LINE HEALTH, INC. RETIREMENT SAVINGS PLAN | RADNOR PA | 14,486 | $1.7B | $5.0M |
| 6 | BOARD OF TRUSTEES OF WHITMAN COLLEGE WHITMAN COLLEGE RETIREMENT PLAN | WALLA WALLA WA | 663 | $209.5M | $3.3M |
| 7 | ST. LAWRENCE UNIVERSITY ST. LAWRENCE UNIVERSITY 403(B) RETIREMENT PLAN | CANTON NY | 707 | $345.6M | $3.2M |
| 8 | SALK INSTITUTE FOR BIOLOGICAL STUDIES THE SALK INSTITUTE RETIREMENT PLAN | LA JOLLA CA | 806 | $311.1M | $2.3M |
| 9 | ELDERHOSTEL INC. ROAD SCHOLAR RETIREMENT PLAN | BOSTON MA | 593 | $84.7M | $2.0M |
| 10 | ELEUTHERIAN MILLS-HAGLEY FOUNDATION, INC. HAGLEY MUSEUM & LIBRARY 403(B) PLAN | WILMINGTON DE | 88 | $20.8M | $876K |
