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 Variable annuity contract in their Schedule of Assets, totaling $32.9M 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 | WASHINGTON AND LEE UNIVERSITY WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN | LEXINGTON VA | 1,044 | $436.9M | $8.7M |
| 2 | FUND FOR THE CITY OF NEW YORK, INC. FUND FOR THE CITY OF NEW YORK PENSION & 401(K) PROFIT SHARING PLAN | NEW YORK NY | 457 | $104.7M | $5.0M |
| 3 | THE HEAD-ROYCE SCHOOL |
OAKLAND CA |
| 184 |
| $89.0M |
| $4.9M |
| 4 | LAW SCHOOL ADMISSION COUNCIL LAW SCHOOL ADMISSION COUNCIL DEFINED CONTRIBUTION RETIREMENT PLAN | NEWTOWN PA | 440 | $155.6M | $4.8M |
| 5 | GORDON COLLEGE GORDON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | WENHAM MA | 344 | $108.2M | $3.5M |
| 6 | POLY PREP COUNTRY DAY SCHOOL POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN | BROOKLYN NY | 263 | $103.0M | $2.4M |
| 7 | THE MARET SCHOOL MARET SCHOOL SECTION 403(B) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 149 | $54.7M | $2.4M |
| 8 | THE HUN SCHOOL OF PRINCETON THE HUN SCHOOL OF PRINCETON RETIREMENT PLAN | PRINCETON NJ | 177 | $58.1M | $1.3M |
