Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 124 U.S. retirement plans report holding CREF Social Choice R1 - in their Schedule of Assets, totaling $66.2M 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 | THE NEW YORK ACADEMY OF MEDICINE THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN | NEW YORK NY | 59 | $43.6M | $2.0M |
| 2 | MARIN ACADEMY MARIN ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | SAN RAFAEL CA | 128 | $50.2M | $1.8M |
| 3 | LIMESTONE UNIVERSITY LIMESTONE UNIVERSITY RETIREMENT PLAN | GAFFNEY SC | 340 | $36.0M | $1.8M |
| 4 | BERKLEE COLLEGE OF MUSIC, INC. BERKLEE COLLEGE OF MUSIC, INC. 403(B) RETIREMENT SAVINGS PLAN | BOSTON MA | 2,205 | $302.8M | $1.8M |
| 5 | THE MUSEUM OF FINE ARTS, HOUSTON THE MUSEUM OF FINE ARTS, HOUSTON RETIREMENT SAVINGS PLAN | HOUSTON TX | 770 | $67.6M | $1.7M |
| 6 | MEMPHIS UNIVERSITY SCHOOL MEMPHIS UNIVERSITY SCHOOL DC PLAN | MEMPHIS TN | 159 | $35.1M | $1.7M |
| 7 | THE COLLEGE PREPARATORY SCHOOL THE COLLEGE PREPARATORY SCHOOL 403(B) DEFINED CONTRIBUTION PLAN | OAKLAND CA | 93 | $49.7M | $1.6M |
| 8 | FRONTIER NURSING UNIVERSITY FRONTIER NURSING UNIVERSITY 401(K) RETIREMENT PLAN | VERSAILLES KY | 254 | $34.7M | $1.6M |
| 9 | PORTLEDGE SCHOOL PORTLEDGE SCHOOL RETIREMENT PLAN RA | LOCUST VALLEY NY | 129 | $38.1M | $1.6M |
| 10 | THE NEW-YORK HISTORICAL SOCIETY THE NEW-YORK HISTORICAL SOCIETY DEFINED CONTRIBUTION PLAN | NEW YORK NY | 217 | $35.8M | $1.5M |
