Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 131 U.S. retirement plans report holding CREF** Social Choice in their Schedule of Assets, totaling $442.9M 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 | UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH UCAR RETIREMENT PLAN | BOULDER CO | 1,643 | $1.2B | $40.5M |
| 2 | DEPAUL UNIVERSITY DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN | CHICAGO IL | 3,976 | $1.3B | $30.5M |
| 3 | VILLANOVA UNIVERSITY VILLANOVA UNIVERSITY RETIREMENT SAVINGS PLAN |
VILLANOVA PA |
| 3,257 |
| $1.2B |
| $29.0M |
| 4 | HOWARD HUGHES MEDICAL INSTITUTE HOWARD HUGHES MEDICAL INSTITUTE RETIREMENT SAVINGS PLAN | CHEVY CHASE MD | 2,784 | $2.0B | $25.0M |
| 5 | UNIVERSITY OF DENVER UNIVERSITY OF DENVER RETIREMENT PLAN | DENVER CO | 7,091 | $908.8M | $22.8M |
| 6 | WILLIAM MARSH RICE UNIVERSITY WILLIAM MARSH RICE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 6,816 | $929.6M | $21.7M |
| 7 | 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 |
| 8 | COLORADO COLLEGE COLORADO COLLEGE RETIREMENT BENEFIT PLAN | COLORADO SPRINGS CO | 737 | $381.5M | $16.4M |
| 9 | WILLIAM MARSH RICE UNIVERSITY WILLIAM MARSH RICE UNIVERSITY SUPPLEMENTAL 403(B) PLAN | HOUSTON TX | 5,552 | $847.9M | $16.1M |
| 10 | UNIVERSITY OF THE PACIFIC UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION PLAN | STOCKTON CA | 2,955 | $839.2M | $13.4M |
