Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Registered investment companies * CREF CREF Stock R1 in their Schedule of Assets, totaling $25.0M 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 | PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA 403(B) RETIREMENT PLAN | BURBANK CA | 151 | $41.3M | $7.3M |
| 2 | COTTEY COLLEGE COTTEY COLLEGE DC RETIREMENT PLAN | NEVADA MO | 238 | $31.8M | $7.1M |
| 3 | UMS-WRIGHT PREPARATORY SCHOOL |
MOBILE AL |
| 189 |
| $27.2M |
| $5.7M |
| 4 | LAKE FOREST ACADEMY LAKE FOREST ACADEMY DEFINED CONTRIBUTION PLAN | LAKE FOREST IL | 164 | $43.8M | $2.4M |
| 5 | OLD TRAIL SCHOOL OLD TRAIL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BATH OH | 96 | $17.0M | $1.1M |
| 6 | SANTA FE PREPARATORY SCHOOL SANTA FE PREPARATORY SCHOOL DC RETIREMENT PLAN | SANTA FE NM | 135 | $17.6M | $1.1M |
| 7 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. DEFINED CONTRIBUTION PLAN FOR STAFF | NEW YORK NY | 34 | $1.5M | $262K |
