Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Cref Stock R1 Mutual Fund in their Schedule of Assets, totaling $32.4M 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 | EMMA WILLARD SCHOOL EMMA WILLARD SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | TROY NY | 146 | $53.8M | $8.5M |
| 2 | INDIAN CREEK SCHOOL INDIAN CREEK SCHOOL 403(B) DC PLAN | CROWNSVILLE MD | 110 | $18.7M | $4.2M |
| 3 | MOUNT DESERT ISLAND HOSPITAL |
BAR HARBOR ME |
| 556 |
| $49.6M |
| $3.1M |
| 4 | WILLIAM PEACE UNIVERSITY WILLIAM PEACE UNIVERSITY RETIREMENT PLAN | RALEIGH NC | 136 | $22.7M | $2.8M |
| 5 | AUXILIARY SERVICES, STATE UNIVERSITY COLLEGE AT OSWEGO, INC. AUXILIARY SERVICES DEFINED CONTRIBUTION RETIREMENT PLAN | OSWEGO NY | 56 | $11.2M | $2.4M |
| 6 | MORRIS COLLEGE MORRIS COLLEGE 403(B) DEFINED CONTRIBUTION PLAN | SUMTER SC | 193 | $18.9M | $2.2M |
| 7 | CONSORTIUM FOR WORKER EDUCATION, INC. CONSORTIUM FOR WORKER EDUCATION, INC. 401(A) DC PL | NEW YORK NY | 95 | $18.3M | $2.1M |
| 8 | THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL THREEFOLD EDUCATIONAL FOUNDATION AND SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CHESTNUT RIDGE NY | 94 | $13.7M | $2.0M |
| 9 | UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC. UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC. 401(A) DC PLAN | ALBANY NY | 27 | $9.1M | $1.4M |
| 10 | THE MENNINGER CLINIC THE MENNINGER CLINIC 403(B) RETIREMENT SAVINGS PLAN | HOUSTON TX | 442 | $42.2M | $981K |
