Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding CREF Social Choice Mutual fund in their Schedule of Assets, totaling $111.8M 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 | THE MOUNT SINAI MEDICAL CENTER THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN | NEW YORK NY | 46,304 | $9.5B | $87.4M |
| 2 | TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA HAMLINE UNIVERSITY 403(B) RETIREMENT PLAN | ST. PAUL MN | 438 | $167.3M | $10.3M |
| 3 | PEPPERDINE UNIVERSITY |
MALIBU CA |
| 2,003 |
| $633.5M |
| $3.9M |
| 4 | VITERBO UNIVERSITY, INC. VITERBO UNIVERSITY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | LA CROSSE WI | 264 | $60.4M | $3.2M |
| 5 | UTICA UNIVERSITY UTICA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | UTICA NY | 1,079 | $148.0M | $2.3M |
| 6 | ALLIANCE UNIVERSITY ALLIANCE UNIVERSITY 403(B) PLAN | NEW YORK NY | 144 | $33.0M | $1.2M |
| 7 | OGLETHORPE UNIVERSITY OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM | ATLANTA GA | 309 | $41.4M | $940K |
| 8 | THE JEWISH MUSEUM THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 220 | $20.2M | $924K |
| 9 | OJAI VALLEY SCHOOL, INC. OJAI VALLEY SCHOOL, INC. PROFIT SHARING PLAN | OJAI CA | 137 | $10.9M | $477K |
| 10 | UNIVERSITY OF MARYLAND FOUNDATION, INC. UNIVERSITY OF MARYLAND FOUNDATION, INC. 401(A) DC PLAN | ADELPHI MD | 25 | $6.9M | $326K |
