Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding CREF Inflation-linked bond account Variable Annuity Contract in their Schedule of Assets, totaling $60.0M 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 | CORNELL UNIVERSITY WEILL CORNELL MEDICAL COLLEGE RETIREMENT PLAN FOR FACULTY AND EXEMPT EMPLOYEES | ITHACA NY | 5,517 | $2.2B | $16.5M |
| 2 | PRINCETON UNIVERSITY PRINCETON UNIVERSITY RETIREMENT PLAN | PRINCETON NJ | 8,608 | $2.4B | $14.8M |
| 3 | CORNELL UNIVERSITY |
ITHACA NY |
| 12,526 |
| $1.6B |
| $11.7M |
| 4 | PRINCETON UNIVERSITY PRINCETON UNIVERSITY RETIREMENT SAVINGS PLAN | PRINCETON NJ | 9,201 | $1.7B | $9.7M |
| 5 | UNIVERSITY OF NOTRE DAME DU LAC UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN | NOTRE DAME IN | 10,081 | $2.6B | $7.0M |
| 6 | NEW HORIZONS RESOURCES, INC. NEW HORIZONS RESOURCES, INC. 403(B) PLAN | PLEASANT VALLEY NY | 355 | $9.7M | $153K |
| 7 | ST. GEORGE'S SCHOOL ST. GEORGE'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MIDDLETOWN RI | 188 | $58.8M | $145K |