Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding CREF Inflation-Linked Bond Registered investment company in their Schedule of Assets, totaling $13.1M 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 | STANFORD HEALTH CARE STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN | STANFORD CA | 25,626 | $6.9B | $5.0M |
| 2 | TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN | PHILADELPHIA PA | 12,667 | $1.3B | $2.5M |
| 3 | COLGATE UNIVERSITY |
HAMILTON NY |
| 1,002 |
| $567.8M |
| $2.2M |
| 4 | MAIN LINE HEALTH, INC. MAIN LINE HEALTH, INC. RETIREMENT SAVINGS PLAN | RADNOR PA | 14,486 | $1.7B | $844K |
| 5 | SALK INSTITUTE FOR BIOLOGICAL STUDIES THE SALK INSTITUTE RETIREMENT PLAN | LA JOLLA CA | 806 | $311.1M | $748K |
| 6 | ST. LAWRENCE UNIVERSITY ST. LAWRENCE UNIVERSITY 403(B) RETIREMENT PLAN | CANTON NY | 707 | $345.6M | $661K |
| 7 | WEST CENTRAL SERVICES, INC. WEST CENTRAL SERVICES, INC. 403(B) DC RETIREMENT PLAN | LEBANON NH | 110 | $9.5M | $419K |
| 8 | FOUNDATION FOR BLIND CHILDREN FOUNDATION FOR BLIND CHILDREN 403(B) DC PLAN | PHOENIX AZ | 149 | $10.1M | $269K |
| 9 | ELEUTHERIAN MILLS-HAGLEY FOUNDATION, INC. HAGLEY MUSEUM & LIBRARY 403(B) PLAN | WILMINGTON DE | 88 | $20.8M | $166K |
| 10 | LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP MULTIPLE EMPLOYER RETIREMENT PLAN | LOMA LINDA CA | 3,932 | $699.9M | $112K |
