Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CREF Inflation-Linked Bond R1 Registered investment co. in their Schedule of Assets, totaling $894K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WILDWOOD SCHOOL WILDWOOD SCHOOL INC. DC RETIREMENT PLAN | LOS ANGELES CA | 159 | $46.4M | $553K |
| 2 | MAUMEE VALLEY COUNTRY DAY SCHOOL MAUMEE VALLEY COUNTRY DAY SCHOOL DC RETIREMENT PLAN | TOLEDO OH | 125 | $18.6M | $173K |
| 3 | ROESSLER CHADWICK FOUNDATION ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN |
PALOS VERDES CA |
| 316 |
| $63.5M |
| $168K |
