Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding CREF Social Choice R2 Registered investment co. in their Schedule of Assets, totaling $17.2M 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 | LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER DEFINED CONTRIBUTION PLAN | TORRANCE CA | 408 | $149.3M | $7.6M |
| 2 | SAN JOSE STATE UNIVERSITY RESEARCH FOUNDATION SJSU RESEARCH FOUNDATION RETIREMENT PLAN | SAN JOSE CA | 229 | $124.5M | $4.4M |
| 3 |
MILTON MA |
| 669 |
| $144.1M |
| $2.8M |
| 4 | BOSTON CHILDRENS HEART FOUNDATION, INC. BOSTON CHILDREN'S HEART FOUNDATION RETIREMENT PLAN | BOSTON MA | 95 | $66.8M | $1.3M |
| 5 | LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN | TORRANCE CA | 123 | $51.2M | $1.1M |
