Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Cref Social Choice R1 Mutual Fund in their Schedule of Assets, totaling $9.6M 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 | EMMA WILLARD SCHOOL EMMA WILLARD SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | TROY NY | 146 | $53.8M | $2.1M |
| 2 | 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 | $1.8M |
| 3 | MOUNT DESERT ISLAND HOSPITAL |
BAR HARBOR ME |
| 556 |
| $49.6M |
| $1.6M |
| 4 | COKER UNIVERSITY COKER UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN | HARTSVILLE SC | 153 | $30.2M | $1.0M |
| 5 | THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL THREEFOLD EDUCATIONAL FOUNDATION AND SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CHESTNUT RIDGE NY | 94 | $13.7M | $566K |
| 6 | CONSORTIUM FOR WORKER EDUCATION, INC. CONSORTIUM FOR WORKER EDUCATION, INC. 401(A) DC PL | NEW YORK NY | 95 | $18.3M | $473K |
| 7 | INDIAN CREEK SCHOOL INDIAN CREEK SCHOOL 403(B) DC PLAN | CROWNSVILLE MD | 110 | $18.7M | $377K |
| 8 | MARYMOUNT HIGH SCHOOL MARYMOUNT HIGH SCHOOL DEFINED CONTRIBUTION PLAN | LOG ANGELES CA | 57 | $9.4M | $329K |
| 9 | WILLIAM PEACE UNIVERSITY WILLIAM PEACE UNIVERSITY RETIREMENT PLAN | RALEIGH NC | 136 | $22.7M | $303K |
| 10 | THE NEW YORK STRUCTURAL BIOLOGY CENTER NEW YORK STRUCTURAL BIOLOGY CENTER 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 74 | $17.7M | $300K |
