Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding CREF Stock - in their Schedule of Assets, totaling $291.8M 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 | RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 12,450 | $929.2M | $161.8M |
| 2 | MERCY UNIVERSITY MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN | DOBBS FERRY NY | 1,913 | $100.4M | $15.8M |
| 3 | FAIRLEIGH DICKINSON UNIVERSITY |
TEANECK NJ |
| 2,127 |
| $138.3M |
| $14.2M |
| 4 | OKLAHOMA MEDICAL RESEARCH FOUNDATION OKLAHOMA MEDICAL RESEARCH FOUNDATION FOR FULL-TIME EMPLOYEES | OKLAHOMA CITY OK | 519 | $90.3M | $12.0M |
| 5 | LAKELAND UNIVERSITY LAKELAND UNIVERSITY RETIREMENT PLAN 403(B) | PLYMOUTH WI | 323 | $55.0M | $9.9M |
| 6 | KANSAS CITY UNIVERSITY KANSAS CITY UNIVERSITY RETIREMENT PLAN | KANSAS CITY MO | 537 | $97.0M | $7.7M |
| 7 | THE EPISCOPAL ACADEMY THE EPISCOPAL ACADEMY 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN | NEWTOWN SQUARE PA | 357 | $42.7M | $7.5M |
| 8 | AMERICAN TYPE CULTURE COLLECTION AMERICAN TYPE CULTURE COLLECTION 403(B) PLAN | MANASSAS VA | 709 | $70.8M | $7.1M |
| 9 | AMERICAN TYPE CULTURE COLLECTION AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A | MANASSAS VA | 710 | $64.8M | $7.0M |
| 10 | EDUCAUSE EDUCAUSE DC PLAN | BOULDER CO | 83 | $48.0M | $6.6M |
