Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding CREF Social Choice R3 Registered investment companies in their Schedule of Assets, totaling $105.3M 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 | JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES JOHNS HOPKINS UNIVERSITY 403(B) PLAN | BALTIMORE MD | 25,218 | $8.8B | $79.4M |
| 2 | THE GEORGE WASHINGTON UNIVERSITY THE GEORGE WASHINGTON UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF | ASHBURN VA | 4,055 | $1.4B | $20.9M |
| 3 | THE JOHNS HOPKINS UNIVERSITY APPLIE D PHYSICS LABORATORY LLC JHU/APL |
LAUREL MD |
| 9,322 |
| $3.0B |
| $4.7M |
| 4 | JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES THE JOHNS HOPKINS UNIVERSITY INCOME DEFERRAL 403(B) PLAN FOR RESIDENTS, INTERNS AND POSTDOCTORAL FELLOWS | BALTIMORE MD | 2,084 | $114.3M | $207K |
