Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding CREF Social Choice Account R2 # in their Schedule of Assets, totaling $22.9M 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 | PACIFIC UNIVERSITY PACIFIC UNIVERSITY SECTION 403(B) PLAN | FOREST GROVE OR | 1,342 | $243.3M | $9.5M |
| 2 | DEPAUW UNIVERSITY DEPAUW UNIVERSITY RETIREMENT PLAN | GREENCASTLE IN | 649 | $251.6M | $6.7M |
| 3 | ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE QUALIFIED MONEY PURCHASE PENSION PLAN AND TRUST |
NORTH CHICAGO IL |
| 575 |
| $133.2M |
| $3.3M |
| 4 | TRINITY WASHINGTON UNIVERSITY TRINITY WASHINGTON UNIVERSITY DC RETIREMENT PLAN | WASHINGTON DC | 167 | $34.5M | $2.6M |
| 5 | WINGATE UNIVERSITY WINGATE UNIVERSITY RETIREMENT PLAN | WINGATE NC | 503 | $97.0M | $799K |
