Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CREF Stock R3 Registered investment companies in their Schedule of Assets, totaling $589.2M 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 | JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES JOHNS HOPKINS UNIVERSITY 403(B) PLAN | BALTIMORE MD | 25,218 | $8.8B | $447.7M |
| 2 | THE JOHNS HOPKINS UNIVERSITY APPLIE D PHYSICS LABORATORY LLC JHU/APL THE JOHNS HOPKINS UNIVERSITY APPLIED PHYSICS LABORATORY PENSION PLAN B | LAUREL MD | 9,322 | $3.0B | $139.1M |
| 3 |
BALTIMORE MD |
| 2,084 |
| $114.3M |
| $2.4M |
