Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding CREF Social Choice R2 Variable annuity in their Schedule of Assets, totaling $51.4M 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 | BARD COLLEGE BARD COLLEGE/SIMONS ROCK 403(B) PLAN | ANNANDALE NY | 2,536 | $379.4M | $14.3M |
| 2 | CALIFORNIA COLLEGE OF THE ARTS CALIFORNIA COLLEGE OF THE ARTS RETIREMENT PLAN | SAN FRANCISCO CA | 771 | $90.2M | $5.6M |
| 3 | LOOMIS CHAFFEE SCHOOL THE LOOMIS INSTITUTE PENSION PLAN |
WINDSOR CT |
| 303 |
| $126.4M |
| $5.5M |
| 4 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $4.0M |
| 5 | PARK SCHOOL CORPORATION THE PARK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLINE MA | 191 | $54.3M | $4.0M |
| 6 | HOCKADAY SCHOOL INC. HOCKADAY SCHOOL DEFINED CONTRIBUTION PLAN | DALLAS TX | 254 | $106.7M | $3.7M |
| 7 | LAWRENCEVILLE SCHOOL LAWRENCEVILLE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LAWRENCEVILLE NJ | 620 | $168.5M | $3.3M |
| 8 | SAN FRANCISCO MUSEUM OF MODERN ART SAN FRANCISCO MUSEUM OF MODERN ART RETIREMENT PLAN | SAN FRANCISCO CA | 603 | $73.2M | $2.3M |
| 9 | NOTRE DAME DE NAMUR UNIVERSITY NOTRE DAME DE NAMUR UNIVERSITY DC RETIREMENT PLAN | BELMONT CA | 144 | $45.9M | $2.2M |
| 10 | CALHOUN SCHOOL CALHOUN SCHOOL 403(B) DC PLAN | NEW YORK NY | 135 | $69.0M | $1.8M |
