Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Cref Money Market R1 Mutual Fund in their Schedule of Assets, totaling $4.9M 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 | MORRIS COLLEGE MORRIS COLLEGE 403(B) DEFINED CONTRIBUTION PLAN | SUMTER SC | 193 | $18.9M | $1.3M |
| 2 | CONSORTIUM FOR WORKER EDUCATION, INC. CONSORTIUM FOR WORKER EDUCATION, INC. 401(A) DC PL | NEW YORK NY | 95 | $18.3M | $1.1M |
| 3 | AUXILIARY SERVICES, STATE UNIVERSITY COLLEGE AT OSWEGO, INC. |
OSWEGO NY |
| 56 |
| $11.2M |
| $571K |
| 4 | THE NEW YORK STRUCTURAL BIOLOGY CENTER NEW YORK STRUCTURAL BIOLOGY CENTER 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 74 | $17.7M | $491K |
| 5 | WILLIAM PEACE UNIVERSITY WILLIAM PEACE UNIVERSITY RETIREMENT PLAN | RALEIGH NC | 136 | $22.7M | $431K |
| 6 | ATLANTA LEGAL AID SOCIETY, INC. ATLANTA LEGAL AID SOCIETY 403(B) PLAN (FKA ATLANTA LEGAL AID, INC TAX SHELTERED ANNUITY) | ATLANTA GA | 122 | $19.5M | $342K |
| 7 | EMMA WILLARD SCHOOL EMMA WILLARD SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | TROY NY | 146 | $53.8M | $329K |
| 8 | UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC. UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC. 401(A) DC PLAN | ALBANY NY | 27 | $9.1M | $118K |
| 9 | MOUNT DESERT ISLAND HOSPITAL MOUNT DESERT ISLAND HOSPITAL EMPLOYEE SAVINGS PLAN | BAR HARBOR ME | 556 | $49.6M | $106K |
| 10 | CHIMP HAVEN, INC. CHIMP HAVEN, INC. 403(B) PLAN | KEITHVILLE LA | 61 | $3.7M | $80K |
