Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding CREF Stock R2 Registered investment company in their Schedule of Assets, totaling $270.4M 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 | UNIVERSITY OF SAN FRANCISCO UNIVERSITY OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 2,740 | $468.2M | $48.4M |
| 2 | TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 10,830 | $876.1M | $41.5M |
| 3 | THE UNIVERSITY OF PUGET SOUND |
TACOMA WA |
| 923 |
| $354.1M |
| $36.6M |
| 4 | UNIVERSITY OF SAN FRANCISCO UNIVERSITY OF SAN FRANCISCO VOLUNTARY RETIREMENT PLAN | SAN FRANCISCO CA | 2,804 | $374.1M | $31.9M |
| 5 | WILLAMETTE UNIVERSITY WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SALEM OR | 872 | $211.9M | $21.9M |
| 6 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST RETIREMENT PLAN | SEATTLE WA | 841 | $126.8M | $17.5M |
| 7 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST SUPPLEMENTAL RETIREMENT ACCOUNT | SEATTLE WA | 611 | $112.0M | $14.9M |
| 8 | CALIFORNIA ACADEMY OF SCIENCES CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN | SAN FRANCISCO CA | 611 | $94.7M | $13.4M |
| 9 | RANSOM EVERGLADES SCHOOL, INC. RANSOM EVERGLADES SCHOOL SECTION 403(B) RETIREMENT PLAN | MIAMI FL | 263 | $83.8M | $13.2M |
| 10 | MOREHOUSE COLLEGE MOREHOUSE COLLEGE DEFINED CONTRIBUTION PLAN | ATLANTA GA | 783 | $85.1M | $10.8M |
