Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding CREF Social Choice R1 Mutual Funds in their Schedule of Assets, totaling $2.1M 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 | KIMBALL UNION ACADEMY KIMBALL UNION ACADEMY DC RETIREMENT PLAN | MERIDEN NH | 149 | $31.8M | $616K |
| 2 | CENTER FOR BIOLOGIOCAL DIVERSITY INC CENTER FOR BIOLOGICAL DIVERSITY 403(B) DC PLAN | TUCSON AZ | 197 | $33.8M | $533K |
| 3 | ROSEMAN UNIVERSITY OF HEALTH SCIENCES |
HENDERSON NV |
| 607 |
| $82.6M |
| $411K |
| 4 | PRINCETON CHILD DEVELOPMENT INSTITUTE, INC. PRINCETON CHILD DEVELOPMENT INSTITUTE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | PRINCETON NJ | 74 | $10.3M | $217K |
| 5 | WATERSHED AGRICULTURAL COUNCIL OF THE NEW YORK CITY WATERSHEDS, INC. WATERSHED AGRICULTURAL COUNCIL OF THE NYC WATERSHEDS, INC. DEFINED CONTRIBUTION PLAN | WALTON NY | 66 | $12.2M | $200K |
| 6 | THE WARDLAW-HARTRIDGE SCHOOL WARDLAW-HARTRIDGE SCHOOL DC RETIREMENT PLAN | EDISON NJ | 109 | $28.1M | $134K |
