Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding CREF Social Choice R1 Registered Investment Company - Mutual Fund N/A in their Schedule of Assets, totaling $741K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ENCOMPASS COMMUNITY SERVICES ENCOMPASS COMMUNITY SERVICES 403(B) PLAN | SANTA CRUZ CA | 341 | $7.7M | $741K |
