Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding CREF Stock R1 X2 Variable Annuity in their Schedule of Assets, totaling $10.4M 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 | TERC, INC. TERC, INC. DC RETIREMENT PLAN | CAMBRIDGE MA | 83 | $52.7M | $5.2M |
| 2 | OLD STURBRIDGE INC. OLD STURBRIDGE VILLAGE 403B DC PLAN | STURBRIDGE MA | 281 | $15.3M | $2.7M |
| 3 | FENWAY COMMUNITY HEALTH CENTER, INC. FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN |
BOSTON MA |
| 399 |
| $69.9M |
| $1.1M |
| 4 | AMERICAN FOUNDATION FOR SUICIDE PREVENTION AMERICAN FOUNDATION FOR SUICIDE PREVENTION TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW YORK NY | 168 | $18.1M | $872K |
| 5 | CITIZEN SCHOOLS, INC. CITIZEN SCHOOLS, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 242 | $6.0M | $329K |
| 6 | INLY SCHOOL INLY SCHOOL 403(B) DC PLAN | SCITUATE MA | 132 | $6.2M | $250K |
