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 Variable annuity in their Schedule of Assets, totaling $27.5M 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 | 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 | $8.1M |
| 2 | 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 | $8.0M |
| 3 |
FAIRFIELD CT |
| 4,574 |
| $307.5M |
| $4.4M |
| 4 | ENDICOTT COLLEGE ENDICOTT COLLEGE DC RETIREMENT PLAN | BEVERLY MA | 1,460 | $116.9M | $2.2M |
| 5 | NEW YORK UNIVERSITY NEW YORK UNIVERSITY SUPPLEMENTAL TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 12,000 | $1.3B | $1.6M |
| 6 | GREENWICH ACADEMY, INC. GRENWICH ACADEMY INC. DEFINED CONTRIBUTION RETIREMENT PLAN | GREENWICH CT | 245 | $120.1M | $1.5M |
| 7 | AMERICAN MATHEMATICAL SOCIETY AMERICAN MATHEMATICAL SOCIETY TAX-DEFERRED ANNUITY PLAN | PROVIDENCE RI | 215 | $73.8M | $903K |
| 8 | CENTER FOR HUMAN DEVELOPMENT, INC. CENTER FOR HUMAN DEVELOPMENT DC RETIREMENT PLAN | SPRINGFIELD MA | 1,339 | $42.1M | $575K |
| 9 | HILBERT COLLEGE THE HILBERT COLLEGE RETIREMENT PLAN | HAMBURG NY | 116 | $36.0M | $251K |
| 10 | NEW YORK UNIVERSITY NEW YORK UNIVERSITY RETIREMENT PLAN FOR ADJUNCT FACULTY MEMBERS | NEW YORK NY | 4,877 | $55.0M | $17K |
