Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding CREF Social Choice Registered investment company in their Schedule of Assets, totaling $60.7M 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 | COLGATE UNIVERSITY COLGATE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT | HAMILTON NY | 1,002 | $567.8M | $20.1M |
| 2 | STANFORD HEALTH CARE STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN | STANFORD CA | 25,626 | $6.9B | $17.2M |
| 3 | ST. LAWRENCE UNIVERSITY ST. LAWRENCE UNIVERSITY 403(B) RETIREMENT PLAN |
CANTON NY |
| 707 |
| $345.6M |
| $9.6M |
| 4 | TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN | PHILADELPHIA PA | 12,667 | $1.3B | $6.0M |
| 5 | SALK INSTITUTE FOR BIOLOGICAL STUDIES THE SALK INSTITUTE RETIREMENT PLAN | LA JOLLA CA | 806 | $311.1M | $3.4M |
| 6 | MAIN LINE HEALTH, INC. MAIN LINE HEALTH, INC. RETIREMENT SAVINGS PLAN | RADNOR PA | 14,486 | $1.7B | $1.6M |
| 7 | ELEUTHERIAN MILLS-HAGLEY FOUNDATION, INC. HAGLEY MUSEUM & LIBRARY 403(B) PLAN | WILMINGTON DE | 88 | $20.8M | $659K |
| 8 | THE CORNING MUSEUM OF GLASS THE CORNING MUSEUM OF GLASS DEFINED CONTRIBUTION RETIREMENT PLAN | CORNING NY | 160 | $39.2M | $545K |
| 9 | SAINT MARTINS UNIVERSITY SAINT MARTIN'S UNIVERSITY 403(B) PLAN | LACEY WA | 412 | $33.6M | $377K |
| 10 | WEST CENTRAL SERVICES, INC. WEST CENTRAL SERVICES, INC. 403(B) DC RETIREMENT PLAN | LEBANON NH | 110 | $9.5M | $303K |
