Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding CREF Social Choice R1 Variable annuity in their Schedule of Assets, totaling $21.1M 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 | CLEVELAND INSTITUTE OF MUSIC CLEVELAND INSTITUTE OF MUSIC RETIREMENT PLAN | CLEVELAND OH | 134 | $40.5M | $2.2M |
| 2 | MISS PORTERS SCHOOL, INC. MISS PORTER'S SCHOOL 403(B) RETIREMENT PLAN | FARMINGTON CT | 205 | $57.8M | $1.8M |
| 3 | SAN FRANCISCO UNIVERSITY HIGH SCHOOL SAN FRANCISCO UNIVERSITY HIGH SCHOOL DC RETIREMENT PLAN | SAN FRANCISCO CA | 128 | $54.5M | $1.7M |
| 4 | ETHEL WALKER SCHOOL ETHEL WALKER SCHOOL RETIREMENT PLAN | SIMSBURY CT | 108 | $27.5M | $1.1M |
| 5 | RUMSEY HALL SCHOOL RUMSEY HALL SCHOOL 403(B) DC PLAN | WASHINGTON DEPOT CT | 100 | $19.9M | $1.0M |
| 6 | CONNECTICUT INSTITUTE FOR THE BLIND CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN | HARTFORD CT | 1,007 | $77.5M | $974K |
| 7 | AUXILIARY SERVICES CORPORATION OF SUNY CORTLAND AUXILIARY SERVICES CORPORATION OF SUNY CORTLAND DEFINED CONTRIBUTION RETIREMENT PLAN | CORTLAND NY | 171 | $16.1M | $974K |
| 8 | SALISBURY SCHOOL SALISBURY SCHOOL DC RETIREMENT PLAN | SALISBURY CT | 166 | $37.0M | $966K |
| 9 | THE JOHN THOMAS DYE SCHOOL THE JOHN THOMAS DYE 403(B) PLAN | LOS ANGELES CA | 95 | $22.1M | $962K |
| 10 | THE UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED THE UNIVERSITY OF CONNECTICUT FOUNDATION, INC. RETIREMENT ANNUITY PLAN | STORRS CT | 166 | $49.4M | $943K |
