Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding CREF Social Choice R3 " in their Schedule of Assets, totaling $330.8M 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 UNIVERSITY IN ST. LOUIS WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 27,547 | $7.5B | $92.4M |
| 2 | YALE UNIVERSITY YALE UNIVERSITY RETIREMENT ACCOUNT PLAN | NEW HAVEN CT | 13,709 | $8.3B | $79.6M |
| 3 | TRUSTEES OF DARTMOUTH COLLEGE SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE |
HANOVER NH |
| 4,433 |
| $1.1B |
| $36.0M |
| 4 | SOUTHWEST RESEARCH INSTITUTE SOUTHWEST RESEARCH INSTITUTE RETIREMENT PLAN | SAN ANTONIO TX | 3,229 | $1.7B | $30.5M |
| 5 | TRUSTEES OF DARTMOUTH COLLEGE 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF | HANOVER NH | 4,336 | $933.3M | $26.5M |
| 6 | THOMAS JEFFERSON UNIVERSITY JEFFERSON DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 18,283 | $2.8B | $24.6M |
| 7 | THE CHARLES STARK DRAPER LABORATORY, INC. RETIREMENT PLAN FOR DRAPER EMPLOYEES | CAMBRIDGE MA | 2,451 | $1.3B | $15.6M |
| 8 | TRUSTEES OF DARTMOUTH COLLEGE 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN FOR DARTMOUTH COLLEGE FACULTY AND STAFF | HANOVER NH | 52 | $356.0M | $10.6M |
| 9 | THE CHARLES STARK DRAPER LABORATORY, INC. THE CHARLES STARK DRAPER LABORATORY, INC. SUPPLEMENTAL RETIREMENT ANNUITY PLAN | CAMBRIDGE MA | 1,519 | $460.7M | $7.1M |
| 10 | JEFFERSON UNIVERSITY PHYSICIANS JEFFERSON UNIVERSITY PHYSICIANS VOLUNTARY 403(B) TDA PLAN | PHILADELPHIA PA | 2,963 | $286.9M | $4.1M |
