Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding CREF Money Market R1 X3 Variable Annuity in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TERC, INC. TERC, INC. DC RETIREMENT PLAN | CAMBRIDGE MA | 83 | $52.7M | $579K |
| 2 | OLD STURBRIDGE INC. OLD STURBRIDGE VILLAGE 403B DC PLAN | STURBRIDGE MA | 281 | $15.3M | $517K |
| 3 | CITIZEN SCHOOLS, INC. CITIZEN SCHOOLS, INC. 403(B) RETIREMENT PLAN |
BOSTON MA |
| 242 |
| $6.0M |
| $441K |
| 4 | CENTER FOR HUMAN DEVELOPMENT, INC. CENTER FOR HUMAN DEVELOPMENT DC RETIREMENT PLAN | SPRINGFIELD MA | 1,339 | $42.1M | $349K |
| 5 | FENWAY COMMUNITY HEALTH CENTER, INC. FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN | BOSTON MA | 399 | $69.9M | $139K |
| 6 | THE NEW ENGLAND COLLEGE OF OPTOMETRY THE NEW ENGLAND COLLEGE OF OPTOMETRY DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 217 | $49.4M | $122K |
| 7 | AMERICAN FOUNDATION FOR SUICIDE PREVENTION AMERICAN FOUNDATION FOR SUICIDE PREVENTION TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW YORK NY | 168 | $18.1M | $113K |
| 8 | BOSTON FOUNDATION, INC. BOSTON FOUNDATION 403(B) PLAN | BOSTON MA | 126 | $31.2M | $105K |
| 9 | INLY SCHOOL INLY SCHOOL 403(B) DC PLAN | SCITUATE MA | 132 | $6.2M | $51K |
