Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding CREF Social choice in their Schedule of Assets, totaling $64.7M 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 | HOWARD HUGHES MEDICAL INSTITUTE HOWARD HUGHES MEDICAL INSTITUTE RETIREMENT SAVINGS PLAN | CHEVY CHASE MD | 2,784 | $2.0B | $25.0M |
| 2 | RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 12,450 | $929.2M | $19.1M |
| 3 |
TEANECK NJ |
| 2,127 |
| $138.3M |
| $2.8M |
| 4 | STEVENSON UNIVERSITY, INC. STEVENSON UNIVERSITY, INC. RETIREMENT SAVINGS PLAN | STEVENSON MD | 1,124 | $117.8M | $2.4M |
| 5 | LAKELAND UNIVERSITY LAKELAND UNIVERSITY RETIREMENT PLAN 403(B) | PLYMOUTH WI | 323 | $55.0M | $1.8M |
| 6 | MERCY UNIVERSITY MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN | DOBBS FERRY NY | 1,913 | $100.4M | $1.3M |
| 7 | OKLAHOMA MEDICAL RESEARCH FOUNDATION OKLAHOMA MEDICAL RESEARCH FOUNDATION FOR FULL-TIME EMPLOYEES | OKLAHOMA CITY OK | 519 | $90.3M | $1.3M |
| 8 | THE EPISCOPAL ACADEMY THE EPISCOPAL ACADEMY 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN | NEWTOWN SQUARE PA | 357 | $42.7M | $1.2M |
| 9 | FRENCH INTERNATIONAL SCHOOL FRENCH INTERNATIONAL SCHOOL 403(B) RETIREMENT PLAN | BETHESDA MD | 266 | $35.5M | $1.1M |
| 10 | ROLAND PARK COUNTRY SCHOOL, INC. ROLAND PARK COUNTRY SCHOOL RETIREMENT PLAN | BALTIMORE MD | 235 | $47.6M | $979K |
