Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding CREF Social Choice R1 Pooled Separate Account in their Schedule of Assets, totaling $2.8M 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 | COLLEGE OF THE ATLANTIC COLLEGE OF THE ATLANTIC DC RETIREMENT PLAN | BAR HARBOR ME | 108 | $36.3M | $2.0M |
| 2 | FREE LIBRARY OF PHILADELPHIA FOUNDATION THE FREE LIBRARY OF PHILADELPHIA FOUNDATION 403(B) RETIREMENT PLAN | PHILADELPHIA PA | 57 | $8.4M | $363K |
| 3 | INDIANA HISTORICAL SOCIETY |
INDIANAPOLIS IN |
| 67 |
| $8.4M |
| $229K |
| 4 | THE MOUNT DESERT ISLAND BIOLOGICAL LABORATORY MOUNT DESERT ISLAND BIOLOGICAL LABORATORY 403(B) DEFINED CONTRIBUTION PLAN | SALISBURY COVE ME | 86 | $15.9M | $209K |
