Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 114 U.S. retirement plans report holding CREF Social Choice-R2 in their Schedule of Assets, totaling $579.0M 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 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $43.7M |
| 2 | BRANDEIS UNIVERSITY BRANDEIS UNIVERSITY DEFINED CONTRIBUTION PLAN FOR FACULTY, PROFESSIONAL, AND ADMINISTRATIVE EMPLOYEES | WALTHAM MA | 1,994 | $855.0M | $34.4M |
| 3 |
WELLESLEY MA |
| 1,326 |
| $787.3M |
| $23.9M |
| 4 | WILLIAMS COLLEGE WILLIAMS COLLEGE RETIREMENT INCOME PLAN | WILLIAMSTOWN MA | 1,525 | $701.3M | $21.5M |
| 5 | SETON HALL UNIVERSITY SETON HALL UNIVERSITY RETIREMENT PLAN | SOUTH ORANGE NJ | 1,276 | $691.0M | $21.4M |
| 6 | HAMILTON COLLEGE HAMILTON COLLEGE 403(B) RETIREMENT PLAN | CLINTON NY | 772 | $351.8M | $20.0M |
| 7 | ITHACA COLLEGE ITHACA COLLEGE 403(B) RETIREMENT PLAN | ITHACA NY | 1,595 | $635.3M | $17.1M |
| 8 | BARNARD COLLEGE BARNARD COLLEGE 403(B) PLAN | NEW YORK NY | 905 | $441.2M | $16.0M |
| 9 | SUFFOLK UNIVERSITY SUFFOLK UNIVERSITY EMPLOYEE RETIREMENT PLAN | BOSTON MA | 1,700 | $531.2M | $12.5M |
| 10 | GOVERNING COMM OF THE ASSOC OF IND COLLEGE AND UNIV OF OHIO MEP ASSOC OF INDEPENDENT COLLEGES AND UNIVERSITIES OF OHIO MEP | COLUMBUS OH | 2,140 | $480.4M | $12.5M |
