Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding CREF Stock R2 Variable Annuities in their Schedule of Assets, totaling $279.2M 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 | SRI INTERNATIONAL SRI INTERNATIONAL BASIC RETIREMENT PLAN | MENLO PARK CA | 1,243 | $887.1M | $133.0M |
| 2 | SRI INTERNATIONAL SRI INTERNATIONAL RETIREMENT SAVINGS PLAN | MENLO PARK CA | 1,056 | $787.2M | $81.2M |
| 3 | ASSOCIATED UNIVERSITIES INC. ASSOCIATED UNIVERSITIES INC. RETIREMENT PLAN |
VIENNA VA |
| 616 |
| $204.8M |
| $31.0M |
| 4 | ASSOCIATED UNIVERSITIES INC. AUI SUPPLEMENTAL RETIREMENT ANNUITY PLAN - AUI/NRAO TDA PLAN | VIENNA VA | 627 | $168.5M | $21.1M |
| 5 | DEXTER SOUTHFIELD, INC. DEXTER SOUTHFIELD, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLINE MA | 213 | $61.4M | $12.1M |
| 6 | LONGY SCHOOL OF MUSIC OF BARD COLLEGE LONGY SCHOOL OF MUSIC DEFINED CONTRIBUTION RETIREMENT PLAN | CAMBRIDGE MA | 92 | $10.9M | $785K |
