Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding CREF Growth Mutual fund in their Schedule of Assets, totaling $151.4M 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 | THE MOUNT SINAI MEDICAL CENTER THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN | NEW YORK NY | 46,304 | $9.5B | $119.7M |
| 2 | UTICA UNIVERSITY UTICA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | UTICA NY | 1,079 | $148.0M | $8.8M |
| 3 | TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA |
ST. PAUL MN |
| 438 |
| $167.3M |
| $8.4M |
| 4 | VITERBO UNIVERSITY, INC. VITERBO UNIVERSITY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | LA CROSSE WI | 264 | $60.4M | $4.2M |
| 5 | THE INDEPENDENCE SCHOOL, INC. THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN | NEWARK DE | 121 | $22.7M | $2.3M |
| 6 | OGLETHORPE UNIVERSITY OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM | ATLANTA GA | 309 | $41.4M | $2.2M |
| 7 | THE JEWISH MUSEUM THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 220 | $20.2M | $1.8M |
| 8 | ALLIANCE UNIVERSITY ALLIANCE UNIVERSITY 403(B) PLAN | NEW YORK NY | 144 | $33.0M | $1.2M |
| 9 | CARDIGAN MOUNTAIN SCHOOL CARDIGAN MOUNTAIN SCHOOL DC RETIREMENT PLAN | CAANAN NH | 124 | $27.1M | $1.1M |
| 10 | OJAI VALLEY SCHOOL, INC. OJAI VALLEY SCHOOL EMPLOYEE VOLUNTARY RETIREMENT PLAN | OJAI CA | 88 | $6.7M | $989K |