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 Registered investment companies in their Schedule of Assets, totaling $16.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FLORIDA INSTITUTE OF TECHNOLOGY FLORIDA TECH RETIREMENT PLAN | MELBOURNE FL | 1,450 | $179.7M | $4.2M |
| 2 | NEW YORK MEDICAL COLLEGE NEW YORK MEDICAL COLLEGE TAX-DEFERRED ANNUITY PLAN | VALHALLA NY | 1,319 | $719.8M | $3.3M |
| 3 | NOBLE AND GREENOUGH SCHOOL NOBLE AND GREENOUGH SCHOOL RETIREMENT PLAN |
DEDHAM MA |
| 209 |
| $144.5M |
| $2.1M |
| 4 | TRUSTEES AND TREASURER OF PIERPONT MORGAN LIBRARY THE MORGAN LIBRARY AND MUSEUM 403(B) DC PLAN | NEW YORK NY | 120 | $59.0M | $1.6M |
| 5 | WESTMINSTER UNIVERSITY WESTMINSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SALT LAKE CITY UT | 597 | $86.7M | $1.5M |
| 6 | GOLDEN GATE UNIVERSITY GOLDEN GATE UNIVERSITY RETIREMENT PLAN | SAN FRANCISCO CA | 238 | $87.6M | $1.5M |
| 7 | ELMIRA COLLEGE ELMIRA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | ELMIRA NY | 209 | $62.4M | $1.4M |
| 8 | EDUCATIONAL COMMISSION FOR FOREIGN MEDICAL GRADUATES EDUCATIONAL COMMISSION FOR FOREIGN MEDICAL GRADUATES 403(B) PLAN | PHILADELPHIA PA | 347 | $100.8M | $1.2M |
