Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding CREF Social Choice R4 Registered Investment Company in their Schedule of Assets, totaling $163.2M 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 | $75.7M |
| 2 | CALIFORNIA INSTITUTE OF TECHNOLOGY CALTECH VOLUNTARY RETIREMENT PLAN | PASADENA CA | 7,880 | $2.3B | $56.2M |
| 3 | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA |
NEW YORK NY |
| 11,525 |
| $4.6B |
| $11.1M |
| 4 | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA TIAA RETIREMENT PLAN | NEW YORK NY | 11,597 | $5.9B | $9.9M |
| 5 | THE UNIVERSITY OF PUGET SOUND UNIVERSITY OF PUGET SOUND RETIREMENT SAVINGS PLAN | TACOMA WA | 923 | $354.1M | $7.7M |
| 6 | YALE UNIVERSITY YALE UNIVERSITY MATCHING RETIREMENT PLAN | NEW HAVEN CT | 6,135 | $602.0M | $920K |
| 7 | YALE UNIVERSITY YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN | NEW HAVEN CT | 20,372 | $873.9M | $900K |
| 8 | THE COOPER UNION FOR THE ADVANCEMENT OF SCIENCE AND ART THE COOPER UNION DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 332 | $155.7M | $817K |
| 9 | CREIGHTON UNIVERSITY RETIREMENT PLAN OF CREIGHTON UNIVERSITY | OMAHA NE | 3,738 | $684.0M | $8K |
| 10 | TOWER HILL SCHOOL TOWER HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WILMINGTON DE | 167 | $64.7M | $1K |
