Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding CREF Stock R4 Registered investment company in their Schedule of Assets, totaling $801.0M 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 | CALIFORNIA INSTITUTE OF TECHNOLOGY CALTECH BASE RETIREMENT PLAN | PASADENA CA | 10,047 | $5.2B | $265.4M |
| 2 | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA TIAA RETIREMENT PLAN | NEW YORK NY | 11,597 | $5.9B | $193.9M |
| 3 | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA |
NEW YORK NY |
| 11,525 |
| $4.6B |
| $185.9M |
| 4 | CALIFORNIA INSTITUTE OF TECHNOLOGY CALTECH VOLUNTARY RETIREMENT PLAN | PASADENA CA | 7,880 | $2.3B | $143.7M |
| 5 | THE UNIVERSITY OF PUGET SOUND UNIVERSITY OF PUGET SOUND RETIREMENT SAVINGS PLAN | TACOMA WA | 923 | $354.1M | $9.1M |
| 6 | THE COOPER UNION FOR THE ADVANCEMENT OF SCIENCE AND ART THE COOPER UNION DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 332 | $155.7M | $1.6M |
| 7 | TRINITY SCHOOL, INC. TRINITY SCHOOL 403(B) PLAN | ATLANTA GA | 175 | $36.8M | $1.2M |
| 8 | CREIGHTON UNIVERSITY RETIREMENT PLAN OF CREIGHTON UNIVERSITY | OMAHA NE | 3,738 | $684.0M | $162K |
| 9 | TOWER HILL SCHOOL TOWER HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WILMINGTON DE | 167 | $64.7M | $20K |
| 10 | COR JESU ACADEMY COR JESU ACADEMY 403(B) DC PLAN | ST. LOUIS MO | 79 | $3.5M | $5K |
