Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding CREF Social Choice R1 Registered investment company in their Schedule of Assets, totaling $12.9M 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 | THE EVERGREEN SCHOOL THE EVERGREEN SCHOOL 403(B) DC PLAN | SHORELINE WA | 122 | $31.2M | $1.9M |
| 2 | KEUKA COLLEGE KEUKA COLLEGE RETIREMENT PLAN | KEUKA PARK NY | 193 | $43.9M | $1.3M |
| 3 | BRENAU UNIVERSITY BRENAU UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN |
GAINESVILLE GA |
| 369 |
| $67.5M |
| $1.3M |
| 4 | KAI MING, INC. KAI MING, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 170 | $21.6M | $1.2M |
| 5 | UPSTATE CEREBRAL PALSY DBA UPSTATE CARING PARTNERS UPSTATE CARING PARTNERS 403(B) RETIREMENT PLAN | UTICA NY | 1,653 | $66.4M | $917K |
| 6 | GEORGE WALTON ACADEMY, INC GEORGE WALTON ACADEMY 403(B) DC PLAN | MONROE GA | 175 | $18.8M | $908K |
| 7 | REDWOOD DAY SCHOOL REDWOOD DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | OAKLAND CA | 90 | $17.7M | $782K |
| 8 | EDMUND BURKE SCHOOL EDMUND BURKE SCHOOL OPTIONAL RETIREMENT PLAN | WASHINGTON DC | 77 | $18.4M | $626K |
| 9 | UNIVERSITY CHILD DEVELOPMENT SCHOOL UNIVERSITY CHILD DEVELOPMENT SCHOOL 403(B) PLAN | SEATTLE WA | 108 | $20.9M | $597K |
| 10 | SEATTLE COUNTRY DAY SCHOOL SEATTLE COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SEATTLE WA | 73 | $16.9M | $537K |
