Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding CREF Stock Variable annuity in their Schedule of Assets, totaling $211.3M 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 | MERCER UNIVERSITY MERCER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MACON GA | 1,938 | $558.7M | $81.9M |
| 2 | UNIVERSITY OF LA VERNE UNIVERSITY OF LA VERNE 403(B) RETIREMENT SAVINGS PLAN | LA VERNE CA | 5,575 | $266.2M | $46.3M |
| 3 | SOUTHWESTERN LAW SCHOOL |
LOS ANGELES CA |
| 202 |
| $106.0M |
| $20.6M |
| 4 | FLINT HILL SCHOOL FLINT HILL 403(B) DC AND TDA PLAN | OAKTON VA | 235 | $74.6M | $13.4M |
| 5 | BERKSHIRE SCHOOL, INC. TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF BERKSHIRE SCHOOL | SHEFFIELD MA | 179 | $65.9M | $10.1M |
| 6 | THE TATNALL SCHOOL, INC TATNALL SCHOOL 403(B) PLAN | WILMINGTON DE | 115 | $41.9M | $9.8M |
| 7 | SAMUEL MERRITT UNIVERSITY SAMUEL MERRITT UNIVERSITY 403(B) PLAN | OAKLAND CA | 755 | $101.2M | $7.7M |
| 8 | WASHINGTON EPISCOPAL SCHOOL WASHINGTON EPISCOPAL SCHOOL TIAA-CREF RETIREMENT PLAN | BETHESDA MD | 93 | $22.7M | $6.0M |
| 9 | LA JOLLA INSTITUTE FOR IMMUNOLOGY LA JOLLA INSTITUTE FOR IMMUNOLOGY RETIREMENT SAVINGS PLAN | LA JOLLA CA | 347 | $90.2M | $3.3M |
| 10 | WORCESTER ART MUSEUM WORCESTER ART MUSEUM RETIREMENT PLAN | WORCESTER MA | 186 | $12.7M | $2.9M |
