Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding CREF Growth R2 Registered investment company in their Schedule of Assets, totaling $128.3M 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 | TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 10,830 | $876.1M | $23.1M |
| 2 | UNIVERSITY OF SAN FRANCISCO UNIVERSITY OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 2,740 | $468.2M | $14.9M |
| 3 |
NEW YORK NY |
| 332 |
| $155.7M |
| $11.5M |
| 4 | UNIVERSITY OF PORTLAND UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY | PORTLAND OR | 787 | $262.6M | $10.6M |
| 5 | ST. JOHN FISHER UNIVERSITY ST. JOHN FISHER UNIVERSITY RETIREMENT PLAN | ROCHESTER NY | 1,222 | $197.7M | $9.8M |
| 6 | THE UNIVERSITY OF PUGET SOUND UNIVERSITY OF PUGET SOUND RETIREMENT SAVINGS PLAN | TACOMA WA | 923 | $354.1M | $7.2M |
| 7 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST RETIREMENT PLAN | SEATTLE WA | 841 | $126.8M | $7.2M |
| 8 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST SUPPLEMENTAL RETIREMENT ACCOUNT | SEATTLE WA | 611 | $112.0M | $6.3M |
| 9 | RANSOM EVERGLADES SCHOOL, INC. RANSOM EVERGLADES SCHOOL SECTION 403(B) RETIREMENT PLAN | MIAMI FL | 263 | $83.8M | $5.1M |
| 10 | UNIVERSITY OF SAN FRANCISCO UNIVERSITY OF SAN FRANCISCO VOLUNTARY RETIREMENT PLAN | SAN FRANCISCO CA | 2,804 | $374.1M | $4.9M |
