Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding CREF Stock Variable annuity contracts in their Schedule of Assets, totaling $39.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HARVARD-WESTLAKE SCHOOL HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | STUDIO CITY CA | 364 | $220.8M | $29.7M |
| 2 | CENTER FOR EARLY EDUCATION CENTER FOR EARLY EDUCATION DC RETIREMENT PLAN | WEST HOLLYWOOD CA | 128 | $45.5M | $5.7M |
| 3 | SAINT JAMES SCHOOL |
MONTGOMERY AL |
| 0 |
| $12.5M |
| $2.4M |
| 4 | SAINT JAMES SCHOOL SAINT JAMES SCHOOL TDA | MONTGOMERY AL | 0 | $8.9M | $1.9M |
