Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies * CREF Stock R1 Registered Investment Company in their Schedule of Assets, totaling $3.6M 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 | THE EVERGREEN SCHOOL THE EVERGREEN SCHOOL 403(B) DC PLAN | SHORELINE WA | 122 | $31.2M | $3.6M |
