Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CREF Stock Fund Mutual fund - in their Schedule of Assets, totaling $5.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHATTUCK-ST. MARY'S SCHOOL SHATTUCK-ST. MARY'S SCHOOL DC PLAN | FARIBAULT MN | 211 | $30.4M | $3.5M |
| 2 | ELECTRIC POWER RESEARCH INSTITUTE, INC. ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN | PALO ALTO CA | 1,278 | $605.1M | $1.2M |
| 3 | SALINA HEALTH EDUCATION FOUNDATION, INC. |
SALINA KS |
| 154 |
| $14.8M |
| $265K |