Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 143 U.S. retirement plans report holding CREF** Inflation-Linked Bond in their Schedule of Assets, totaling $122.7M 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 | RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 12,450 | $929.2M | $9.1M |
| 2 | UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH UCAR RETIREMENT PLAN | BOULDER CO | 1,643 | $1.2B | $7.9M |
| 3 | HOWARD HUGHES MEDICAL INSTITUTE |
CHEVY CHASE MD |
| 2,784 |
| $2.0B |
| $7.9M |
| 4 | COLORADO COLLEGE COLORADO COLLEGE RETIREMENT BENEFIT PLAN | COLORADO SPRINGS CO | 737 | $381.5M | $7.5M |
| 5 | DEPAUL UNIVERSITY DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN | CHICAGO IL | 3,976 | $1.3B | $6.9M |
| 6 | UNIVERSITY OF THE PACIFIC UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION PLAN | STOCKTON CA | 2,955 | $839.2M | $5.9M |
| 7 | VILLANOVA UNIVERSITY VILLANOVA UNIVERSITY RETIREMENT SAVINGS PLAN | VILLANOVA PA | 3,257 | $1.2B | $5.8M |
| 8 | WAKE FOREST UNIVERSITY WAKE FOREST UNIVERSITY RETIREMENT PLAN | WINSTON SALEM NC | 3,314 | $889.4M | $5.1M |
| 9 | THE UNIVERSITY OF TULSA THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN | TULSA OK | 1,173 | $427.4M | $2.8M |
| 10 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $2.4M |
