Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding CREF Stock Mutual fund in their Schedule of Assets, totaling $603.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE MOUNT SINAI MEDICAL CENTER THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN | NEW YORK NY | 46,304 | $9.5B | $534.2M |
| 2 | TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA HAMLINE UNIVERSITY 403(B) RETIREMENT PLAN | ST. PAUL MN | 438 | $167.3M | $29.0M |
| 3 | UTICA UNIVERSITY |
UTICA NY |
| 1,079 |
| $148.0M |
| $16.6M |
| 4 | VITERBO UNIVERSITY, INC. VITERBO UNIVERSITY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | LA CROSSE WI | 264 | $60.4M | $11.5M |
| 5 | OGLETHORPE UNIVERSITY OGLETHORPE UNIVERSITY 403(B) RETIREMENT PROGRAM | ATLANTA GA | 309 | $41.4M | $4.4M |
| 6 | THE INDEPENDENCE SCHOOL, INC. THE INDEPENDENCE SCHOOL, INC. 403(B) PLAN | NEWARK DE | 121 | $22.7M | $3.5M |
| 7 | THE JEWISH MUSEUM THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 220 | $20.2M | $2.8M |
| 8 | UNIVERSITY OF MARYLAND FOUNDATION, INC. UNIVERSITY OF MARYLAND FOUNDATION, INC. 401(A) DC PLAN | ADELPHI MD | 25 | $6.9M | $1.7M |
