Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 83 U.S. retirement plans report holding CREF** Stock in their Schedule of Assets, totaling $1.2B 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 | UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH UCAR RETIREMENT PLAN | BOULDER CO | 1,643 | $1.2B | $160.5M |
| 3 | UNIVERSITY OF DENVER |
DENVER CO |
| 7,091 |
| $908.8M |
| $115.9M |
| 4 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $56.0M |
| 5 | HAVERFORD COLLEGE HAVERFORD COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | HAVERFORD PA | 1,160 | $260.0M | $49.3M |
| 6 | COLORADO COLLEGE COLORADO COLLEGE RETIREMENT BENEFIT PLAN | COLORADO SPRINGS CO | 737 | $381.5M | $47.6M |
| 7 | TRINITY UNIVERSITY TRINITY UNIVERSITY 403(B) RETIREMENT PLAN | SAN ANTONIO TX | 1,039 | $376.0M | $47.2M |
| 8 | IONA UNIVERSITY IONA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NEW ROCHELLE NY | 718 | $248.4M | $46.6M |
| 9 | IIT RESEARCH INSTITUTE IIT RESEARCH INSTITUTE EMPLOYEES' TAX SHELTERED ANNUITY PLAN | CHICAGO IL | 114 | $107.6M | $30.7M |
| 10 | MCLAREN HEALTH CARE CORP. MCLAREN EMPLOYEES' 403(B) RETIREMENT PLAN | GRAND BLANC MI | 18,139 | $1.9B | $27.3M |