Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding CREF Inflation-linked Bond Variable Annuity Contract in their Schedule of Assets, totaling $19.2M 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 | NEW YORK UNIVERSITY NYU GROSSMAN SCHOOL OF MEDICINE RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 7,313 | $4.6B | $9.5M |
| 2 | LOYOLA UNIVERSITY MARYLAND LOYOLA UNIVERSITY MARYLAND RETIREMENT PLAN | BALTIMORE MD | 2,148 | $441.4M | $3.4M |
| 3 | NEW YORK UNIVERSITY |
NEW YORK NY |
| 11,831 |
| $999.6M |
| $2.6M |
| 4 | FAIRLEIGH DICKINSON UNIVERSITY FAIRLEIGH DICKINSON UNIVERSITY DEFINED CONTRIBUTION PLAN | TEANECK NJ | 1,121 | $387.3M | $1.3M |
| 5 | UNIVERSITY OF NEW ENGLAND UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN | BIDDEFORD ME | 1,230 | $248.8M | $832K |
| 6 | WASHINGTON AND LEE UNIVERSITY WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN | LEXINGTON VA | 1,044 | $436.9M | $607K |
| 7 | CREATIVE CENTER OF LOS ALTOS PINEWOOD-OAKWOOD SCHOOL 403(B) RETIREMENT PLAN | LOS ALTOS CA | 208 | $41.5M | $260K |
| 8 | THE FESSENDEN SCHOOL THE FESSENDEN SCHOOL RETIREMENT PLAN | WEST NEWTON MA | 334 | $56.6M | $234K |
| 9 | OAKWOOD SCHOOL OAKWOOD SCHOOL 403(B) RETIREMENT PLAN | NORTH HOLLYWOOD CA | 220 | $63.2M | $161K |
| 10 | ISIDORE NEWMAN SCHOOL ISIDORE NEWMAN SCHOOL RETIREMENT PLAN | NEW ORLEANS LA | 76 | $11.2M | $141K |