Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding CREF Growth R3 Registered Investment Company in their Schedule of Assets, totaling $936.1M 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 | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA TIAA RETIREMENT PLAN | NEW YORK NY | 11,597 | $5.9B | $432.2M |
| 2 | CALIFORNIA INSTITUTE OF TECHNOLOGY CALTECH BASE RETIREMENT PLAN | PASADENA CA | 10,047 | $5.2B | $193.8M |
| 3 | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA |
NEW YORK NY |
| 11,525 |
| $4.6B |
| $161.1M |
| 4 | NORTHEASTERN UNIVERSITY NORTHEASTERN UNIVERSITY RETIREMENT PLAN | BOSTON MA | 9,197 | $2.6B | $93.1M |
| 5 | YALE UNIVERSITY YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN | NEW HAVEN CT | 20,372 | $873.9M | $37.8M |
| 6 | YALE UNIVERSITY YALE UNIVERSITY MATCHING RETIREMENT PLAN | NEW HAVEN CT | 6,135 | $602.0M | $18.1M |
| 7 | COR JESU ACADEMY COR JESU ACADEMY 403(B) DC PLAN | ST. LOUIS MO | 79 | $3.5M | $9K |