Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding CREF Social Choice R4 Mutual fund in their Schedule of Assets, totaling $15.2M 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 | BROOKHAVEN SCIENCE ASSOCIATES, LLC BROOKHAVEN SCIENCE ASSOCIATES, LLC RETIREMENT PLAN | UPTON NY | 2,739 | $1.5B | $11.0M |
| 2 | CANISIUS UNIVERSITY CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF | BUFFALO NY | 579 | $249.2M | $2.0M |
| 3 | DAEMEN UNIVERSITY |
AMHERST NY |
| 369 |
| $102.7M |
| $989K |
| 4 | THE TAFT SCHOOL THE TAFT SCHOOL 403(B) RETIREMENT PLAN | WATERTOWN CT | 258 | $120.9M | $742K |
| 5 | CONNECTICUT INSTITUTE FOR THE BLIND CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN | HARTFORD CT | 1,007 | $77.5M | $256K |
| 6 | ETHEL WALKER SCHOOL ETHEL WALKER SCHOOL RETIREMENT PLAN | SIMSBURY CT | 108 | $27.5M | $222K |
| 7 | CENTER FOR THE COLLABORATIVE CLASSROOM CENTER FOR THE COLLABORATIVE CLASSROOM 403(B) DC PLAN | ALAMEDA CA | 123 | $24.0M | $8K |
