Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding CREF Social Choice R3 Variable annuity in their Schedule of Assets, totaling $126.4M 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 | NEW YORK UNIVERSITY NEW YORK UNIVERSITY RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 10,895 | $5.4B | $74.5M |
| 2 | NYU LANGONE HOSPITALS NYU LANGONE HEALTH 403(B) PLAN | NEW YORK NY | 34,692 | $3.6B | $24.3M |
| 3 | NEW YORK UNIVERSITY |
NEW YORK NY |
| 12,000 |
| $1.3B |
| $17.4M |
| 4 | UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN | BIRMINGHAM AL | 5,019 | $1.6B | $6.5M |
| 5 | NYU LANGONE HOSPITALS LUTHERAN MEDICAL CENTER 401(K) RETIREMENT PLAN | NEW YORK NY | 898 | $239.1M | $1.6M |
| 6 | NYU LANGONE HOSPITALS NYU LANGONE HOSPITAL-LONG ISLAND 403(B) PLAN | NEW YORK NY | 5,957 | $544.1M | $1.3M |
| 7 | SUNSET PARK HEALTH COUNCIL, INC. SUNSET PARK HEALTH COUNCIL 403(B) PLAN | NEW YORK NY | 1,429 | $74.8M | $430K |
| 8 | NEW YORK UNIVERSITY LOCAL ONE SECURITY OFFICERS UNION MONEY PURCHASE PENSION PLAN | NEW YORK NY | 131 | $8.0M | $199K |
| 9 | NEW YORK UNIVERSITY NEW YORK UNIVERSITY RETIREMENT PLAN FOR ADJUNCT FACULTY MEMBERS | NEW YORK NY | 4,877 | $55.0M | $183K |
| 10 | NYU LANGONE MSO, INC. NYU LANGONE FLORIDA 403(B) PLAN | NEW YORK NY | 1,433 | $14.3M | $17K |
