Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding CREF Inflation-Linked Bond Registered investment company in their Schedule of Assets, totaling $19.7M 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 | STANFORD HEALTH CARE STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN | STANFORD CA | 25,626 | $6.9B | $5.0M |
| 2 | UNIVERSITY OF ROCHESTER UNIVERSITY OF ROCHESTER RETIREMENT PROGRAM | ROCHESTER NY | 30,335 | $7.2B | $4.3M |
| 3 | TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN |
PHILADELPHIA PA |
| 12,667 |
| $1.3B |
| $2.5M |
| 4 | COLGATE UNIVERSITY COLGATE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT | HAMILTON NY | 1,002 | $567.8M | $2.2M |
| 5 | BOARD OF TRUSTEES OF WHITMAN COLLEGE WHITMAN COLLEGE RETIREMENT PLAN | WALLA WALLA WA | 663 | $209.5M | $1.9M |
| 6 | MAIN LINE HEALTH, INC. MAIN LINE HEALTH, INC. RETIREMENT SAVINGS PLAN | RADNOR PA | 14,486 | $1.7B | $844K |
| 7 | SALK INSTITUTE FOR BIOLOGICAL STUDIES THE SALK INSTITUTE RETIREMENT PLAN | LA JOLLA CA | 806 | $311.1M | $748K |
| 8 | ST. LAWRENCE UNIVERSITY ST. LAWRENCE UNIVERSITY 403(B) RETIREMENT PLAN | CANTON NY | 707 | $345.6M | $661K |
| 9 | ELDERHOSTEL INC. ROAD SCHOLAR RETIREMENT PLAN | BOSTON MA | 593 | $84.7M | $467K |
| 10 | FOUNDATION FOR BLIND CHILDREN FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN | PHOENIX AZ | 149 | $10.1M | $269K |
