Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding CREF Inflation-Linked Bond R1 Variable annuity contract ^ in their Schedule of Assets, totaling $3.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INSTITUTE FOR THE FUTURE INSTITUTE FOR THE FUTURE DC PLAN | PALO ALTO CA | 35 | $27.8M | $1.0M |
| 2 | MARIN COUNTRY DAY SCHOOL MARIN COUNTRY DAY SCHOOL DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN | CORTE MADERA CA | 205 | $65.3M | $688K |
| 3 | THE HAMLIN SCHOOL THE HAMLIN SCHOOL RETIREMENT PLAN |
SAN FRANCISCO CA |
| 113 |
| $37.3M |
| $308K |
| 4 | UNIVERSITY OF WESTERN STATES UNIVERSITY OF WESTERN STATES 403(B) PLAN | PORTLAND OR | 93 | $39.0M | $271K |
| 5 | CHILDRENS DAY SCHOOL CHILDREN'S DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 110 | $17.0M | $240K |
| 6 | INTERNATIONAL SCHOOL OF BOSTON/LYCEE INTERNATIONAL DE BOSTON, INC INTERNATIONAL SCHOOL OF BOSTON DC PLAN | CAMBRIDGE MA | 163 | $22.2M | $230K |
| 7 | CRYSTAL SPRINGS UPLANDS SCHOOL CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HILLSBOROUGH CA | 163 | $49.0M | $186K |
| 8 | THE BRANSON SCHOOL THE BRANSON SCHOOL DC RETIREMENT PLAN | ROSS CA | 102 | $40.7M | $183K |
| 9 | LUDWIG INSTITUTE FOR CANCER RESEARCH, LTD LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN | NEW YORK NY | 10 | $39.6M | $157K |
| 10 | MIAMI COUNTRY DAY SCHOOL MIAMI COUNTRY DAY SCHOOL RETIREMENT PLAN | MIAMI FL | 384 | $52.8M | $133K |
