Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Registered investment companies * CREF Stock R2 in their Schedule of Assets, totaling $218.6M 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 | SETON HALL UNIVERSITY SETON HALL UNIVERSITY RETIREMENT PLAN | SOUTH ORANGE NJ | 1,276 | $691.0M | $120.8M |
| 2 | MANHATTAN UNIVERSITY MANHATTAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | RIVERDALE NY | 377 | $291.1M | $61.6M |
| 3 | HOPKINS SCHOOL HOPKINS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
NEW HAVEN CT |
| 201 |
| $90.7M |
| $14.7M |
| 4 | HENRY VISCARDI SCHOOL HENRY VISCARDI SCHOOL DEFINED CONTRIBUTION PLAN | ALBERTSON NY | 167 | $54.3M | $10.8M |
| 5 | THE VISCARDI CENTER, INC. THE VISCARDI CENTER, INC. DEFINED CONTRIBUTION PLAN | ALBERTSON NY | 272 | $33.2M | $6.0M |
| 6 | COLD SPRING HARBOR LABORATORY COLD SPRING HARBOR LABORATORY FROZEN 403(B) PLAN | COLD SPRING HARBOR NY | 22 | $15.0M | $4.7M |
