Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 89 U.S. retirement plans report holding CREF Stock R1 - in their Schedule of Assets, totaling $241.0M 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 | LYNN UNIVERSITY, INC. LYNN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BOCA RATON FL | 544 | $88.4M | $9.3M |
| 2 | ALLEN CHASE FOUNDATION DBA EAGLEBROOK SCHOOL ALLEN-CHASE FOUNDATION DBA EAGLEBROOK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | DEERFIELD MA | 172 | $44.0M | $9.0M |
| 3 | MARIN ACADEMY |
SAN RAFAEL CA |
| 128 |
| $50.2M |
| $8.0M |
| 4 | ROBERT W. WOODRUFF ARTS CENTER, INC . ROBERT W. WOODRUFF ARTS CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | ATLANTA GA | 319 | $53.4M | $7.9M |
| 5 | NICHOLS SCHOOL OF BUFFALO NICHOLS SCHOOL TIAA-CREF RETIREMENT PLAN | BUFFALO NY | 142 | $45.2M | $7.7M |
| 6 | THE BROWNING SCHOOL THE BROWNING SCHOOL 403(B) PLAN | NEW YORK NY | 194 | $45.0M | $7.5M |
| 7 | NORTH SHORE HEBREW ACADEMY NORTH SHORE HEBREW ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | GREAT NECK NY | 239 | $34.4M | $7.1M |
| 8 | LIMESTONE UNIVERSITY LIMESTONE UNIVERSITY RETIREMENT PLAN | GAFFNEY SC | 340 | $36.0M | $7.0M |
| 9 | LENOIR-RHYNE UNIVERSITY RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIVERSITY | HICKORY NC | 384 | $58.0M | $6.7M |
| 10 | THE RIVERS SCHOOL CORPORATION THE RIVERS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WESTON MA | 205 | $62.9M | $6.7M |