Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding CREF Social Choice R1 X4 in their Schedule of Assets, totaling $2.0M 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 | ANNUAL REVIEWS ANNUAL REVIEWS 403(B) DC PLAN | SAN MATEO CA | 92 | $53.4M | $1.0M |
| 2 | INTERNATIONAL INSTITUTE OF NEW ENGLAND, INC. INTERNATIONAL INSTITUTE OF NEW ENGLAND 403(B) PLAN | BOSTON MA | 288 | $6.9M | $964K |
