Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding CREF Inflation-Linked Bond Fund R2 " in their Schedule of Assets, totaling $17.3M 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 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $6.4M |
| 2 | AMERICAN UNIVERSITY AMERICAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 5,612 | $1.4B | $3.5M |
| 3 | NEW YORK INSTITUTE OF TECHNOLOGY |
OLD WESTBURY NY |
| 1,142 |
| $550.4M |
| $2.0M |
| 4 | CAMPBELL UNIVERSITY CAMPBELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BUIES CREEK NC | 1,862 | $198.8M | $1.4M |
| 5 | DREW UNIVERSITY DREW UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED PLAN | MADISON NJ | 726 | $230.5M | $887K |
| 6 | GUILFORD COLLEGE GUILFORD COLLEGE DEFINED CONTRIBUTION PLAN | GREENSBORO NC | 293 | $82.8M | $781K |
| 7 | THE UNIVERSITY OF CHARLESTON INC. UNIVERSITY OF CHARLESTON RETIREMENT PLAN | CHARLESTON WV | 266 | $50.8M | $748K |
| 8 | NAVAL ACADEMY ATHLETIC ASSOCIATION NAVAL ACADEMY ATHLETIC ASSOCIATION RETIREMENT PLAN | ANNAPOLIS MD | 213 | $63.3M | $646K |
| 9 | HAMPDEN-SYDNEY COLLEGE HAMPDEN-SYDNEY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | HAMPDEN SYDNEY VA | 425 | $117.6M | $374K |
| 10 | MILTON ACADEMY MILTON ACADEMY RETIREMENT PLAN | MILTON MA | 402 | $155.8M | $354K |
