Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Registered Investment Companies * CREF CREF Stock R1 in their Schedule of Assets, totaling $12.0M 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 | COTTEY COLLEGE COTTEY COLLEGE DC RETIREMENT PLAN | NEVADA MO | 238 | $31.8M | $7.1M |
| 2 | LAKE FOREST ACADEMY LAKE FOREST ACADEMY DEFINED CONTRIBUTION PLAN | LAKE FOREST IL | 164 | $43.8M | $2.4M |
| 3 | OLD TRAIL SCHOOL OLD TRAIL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
BATH OH |
| 96 |
| $17.0M |
| $1.1M |
| 4 | SANTA FE PREPARATORY SCHOOL SANTA FE PREPARATORY SCHOOL DC RETIREMENT PLAN | SANTA FE NM | 135 | $17.6M | $1.1M |
| 5 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. DEFINED CONTRIBUTION PLAN FOR STAFF | NEW YORK NY | 34 | $1.5M | $262K |
