Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding CREF Stock R1 Variable annuity in their Schedule of Assets, totaling $115.1M 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 | BEAVER COUNTRY DAY SCHOOL, INC. BEAVER COUNTRY DAY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | CHESTNUT HILL MA | 140 | $51.5M | $9.5M |
| 2 | MISS PORTERS SCHOOL, INC. MISS PORTER'S SCHOOL 403(B) RETIREMENT PLAN | FARMINGTON CT | 205 | $57.8M | $8.2M |
| 3 | CLEVELAND INSTITUTE OF MUSIC |
CLEVELAND OH |
| 134 |
| $40.5M |
| $8.0M |
| 4 | THE UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED THE UNIVERSITY OF CONNECTICUT FOUNDATION, INC. RETIREMENT ANNUITY PLAN | STORRS CT | 166 | $49.4M | $7.0M |
| 5 | TRUDEAU INSTITUTE, INC. TRUDEAU INSTITUTE RETIREMENT PLAN | SARANAC LAKE NY | 75 | $29.9M | $6.4M |
| 6 | RENBROOK SCHOOL, INC. RENBROOK SCHOOL 403(B) RETIREMENT PLAN | WEST HARTFORD CT | 95 | $29.1M | $6.1M |
| 7 | SALISBURY SCHOOL SALISBURY SCHOOL DC RETIREMENT PLAN | SALISBURY CT | 166 | $37.0M | $6.0M |
| 8 | CONNECTICUT INSTITUTE FOR THE BLIND CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN | HARTFORD CT | 1,007 | $77.5M | $5.9M |
| 9 | DEDHAM COUNTRY DAY SCHOOL DEDHAM COUNTRY DAY SCHOOL DC RETIREMENT PLAN | DEDHAM MA | 79 | $26.7M | $5.0M |
| 10 | ETHEL WALKER SCHOOL ETHEL WALKER SCHOOL RETIREMENT PLAN | SIMSBURY CT | 108 | $27.5M | $4.8M |
