Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding CREF Social Choice R3 Registered Investment Company in their Schedule of Assets, totaling $260.2M 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 | CALIFORNIA INSTITUTE OF TECHNOLOGY CALTECH BASE RETIREMENT PLAN | PASADENA CA | 10,047 | $5.2B | $78.7M |
| 2 | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA TIAA RETIREMENT PLAN | NEW YORK NY | 11,597 | $5.9B | $71.1M |
| 3 | NORTHEASTERN UNIVERSITY NORTHEASTERN UNIVERSITY RETIREMENT PLAN |
BOSTON MA |
| 9,197 |
| $2.6B |
| $51.6M |
| 4 | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA TIAA CODE SECTION 401(K) PLAN | NEW YORK NY | 11,525 | $4.6B | $40.1M |
| 5 | YALE UNIVERSITY YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN | NEW HAVEN CT | 20,372 | $873.9M | $11.3M |
| 6 | YALE UNIVERSITY YALE UNIVERSITY MATCHING RETIREMENT PLAN | NEW HAVEN CT | 6,135 | $602.0M | $7.3M |
| 7 | CREIGHTON UNIVERSITY RETIREMENT PLAN OF CREIGHTON UNIVERSITY | OMAHA NE | 3,738 | $684.0M | $59K |
| 8 | TOWER HILL SCHOOL TOWER HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WILMINGTON DE | 167 | $64.7M | $7K |
| 9 | COR JESU ACADEMY COR JESU ACADEMY 403(B) DC PLAN | ST. LOUIS MO | 79 | $3.5M | $2K |
