Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding CREF Stock Fund Variable annuity contract in their Schedule of Assets, totaling $88.6M 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 | JOSLIN DIABETES CENTER, INC. THE JOSLIN DIABETES CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 382 | $193.1M | $38.4M |
| 2 | PHILLIPS EXETER ACADEMY PHILLIPS EXETER ACADEMY RETIREMENT PLAN | EXETER NH | 980 | $242.2M | $24.5M |
| 3 | BENTLEY SCHOOL, INC. |
OAKLAND CA |
| 134 |
| $34.6M |
| $5.3M |
| 4 | LICK-WILMERDING HIGH SCHOOL THE LICK-WILMERDING HIGH SCHOOL RETIREMENT PLAN | SAN FRANCISCO CA | 147 | $48.8M | $3.6M |
| 5 | THE BRANDEIS SCHOOL OF SAN FRANCISCO THE BRANDEIS SCHOOL OF SAN FRANCISCO RETIREMENT PLAN | SAN FRANCISCO CA | 181 | $21.6M | $3.1M |
| 6 | BRIMMER AND MAY SCHOOL BRIMMER AND MAY SCHOOL RETIREMENT PLAN | CHESTNUT HILL MA | 107 | $25.6M | $3.1M |
| 7 | MARLBOROUGH SCHOOL MARLBOROUGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 146 | $59.6M | $2.9M |
| 8 | CHINESE AMERICAN INTERNATIONAL SCHOOL CHINESE AMERICAN INTERNATIONAL SCHOOL RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 126 | $29.6M | $2.6M |
| 9 | CENTER FOR THE COLLABORATIVE CLASSROOM CENTER FOR THE COLLABORATIVE CLASSROOM 403(B) DC PLAN | ALAMEDA CA | 123 | $24.0M | $2.0M |
| 10 | CHILDRENS DEFENSE FUND CHILDRENS DEFENSE FUND RETIREMENT PLAN | WASHINGTON DC | 89 | $20.7M | $1.7M |
