Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding CREF Social Choice R2 Mutual fund - in their Schedule of Assets, totaling $71.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DREXEL UNIVERSITY DREXEL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 11,873 | $1.8B | $31.0M |
| 2 | THE MEDICAL COLLEGE OF WISCONSIN, INC. THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | MILWAUKEE WI | 6,844 | $2.6B | $15.0M |
| 3 | CANISIUS UNIVERSITY |
BUFFALO NY |
| 579 |
| $249.2M |
| $11.6M |
| 4 | ALLIANCE FOR SUSTAINABLE ENERGY, LLC NREL 403(B) EMPLOYEE SAVINGS PLAN | GOLDEN CO | 3,584 | $625.1M | $4.2M |
| 5 | THE JACKSON LABORATORY JAX 403(B) RETIREMENT PLAN | BAR HARBOR ME | 2,667 | $602.8M | $3.6M |
| 6 | THAYER ACADEMY THAYER ACADEMY 403(B) RETIREMENT PLAN | BRAINTREE MA | 191 | $90.5M | $2.7M |
| 7 | DAEMEN UNIVERSITY DAEMEN UNIVERSITY RETIREMENT PLAN | AMHERST NY | 369 | $102.7M | $1.5M |
| 8 | UNIVERSITY SCHOOL OF MILWAUKEE UNIVERSITY SCHOOL OF MILWAUKEE DEFINED CONTRIBUTION RETIREMENT PLAN | MILWAUKEE WI | 234 | $85.4M | $1.3M |
