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 Stock in their Schedule of Assets, totaling $107.1M 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 | ADELPHI UNIVERSITY ADELPHI UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | GARDEN CITY NY | 1,256 | $473.2M | $44.2M |
| 2 | ELMHURST UNIVERSITY ELMHURST UNIVERSITY RETIREMENT PLAN | ELMHURST IL | 507 | $135.3M | $19.7M |
| 3 | NATIONAL OPINION RESEARCH CENTER NORC, INC. SUPPLEMENTAL RETIREMENT PLAN |
CHICAGO IL |
| 2,500 |
| $175.0M |
| $19.4M |
| 4 | THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN NY | 264 | $111.3M | $17.9M |
| 5 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR BUILDING | NEW YORK NY | 1,066 | $140.1M | $2.8M |
| 6 | DORIS DUKE MANAGEMENT FOUNDATION DORIS DUKE MANAGEMENT FOUNDATION 401(K) PLAN | NEW YORK NY | 116 | $50.3M | $2.5M |
| 7 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR STAFF | NEW YORK NY | 3,078 | $48.6M | $693K |
