Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding CREF Stock R2 Registered investment companies in their Schedule of Assets, totaling $124.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEW YORK MEDICAL COLLEGE NEW YORK MEDICAL COLLEGE TAX-DEFERRED ANNUITY PLAN | VALHALLA NY | 1,319 | $719.8M | $84.7M |
| 2 | FLORIDA INSTITUTE OF TECHNOLOGY FLORIDA TECH RETIREMENT PLAN | MELBOURNE FL | 1,450 | $179.7M | $13.9M |
| 3 | ELMIRA COLLEGE ELMIRA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN |
ELMIRA NY |
| 209 |
| $62.4M |
| $11.9M |
| 4 | WESTMINSTER UNIVERSITY WESTMINSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SALT LAKE CITY UT | 597 | $86.7M | $6.8M |
| 5 | TRUSTEES AND TREASURER OF PIERPONT MORGAN LIBRARY THE MORGAN LIBRARY AND MUSEUM 403(B) DC PLAN | NEW YORK NY | 120 | $59.0M | $6.8M |
