Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding REGISTERED INVESTMENT COMPANIES SHARES / UNITS * CREF Stock R1 in their Schedule of Assets, totaling $43.2M 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 | NEW CANAAN COUNTRY SCHOOL, INC. NEW CANAAN COUNTRY SCHOOL DC RETIREMENT PLAN | NEW CANAAN CT | 169 | $62.1M | $8.0M |
| 2 | MORRISTOWN BEARD SCHOOL MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MORRISTOWN NJ | 216 | $51.7M | $6.1M |
| 3 | STATEN ISLAND ACADEMY |
STATEN ISLAND NY |
| 105 |
| $26.0M |
| $5.8M |
| 4 | SOCIAL SCIENCE RESEARCH COUNCIL SOCIAL SCIENCE RESEARCH COUNCIL DC RETIREMENT PLAN | BROOKLYN NY | 49 | $33.3M | $5.4M |
| 5 | PORTLEDGE SCHOOL PORTLEDGE SCHOOL RETIREMENT PLAN RA | LOCUST VALLEY NY | 129 | $38.1M | $4.8M |
| 6 | ST. HILDA'S AND ST. HUGH'S SCHOOL ST. HILDA'S AND ST. HUGH'S SCHOOL 403(B)PLAN | NEW YORK NY | 59 | $28.3M | $4.2M |
| 7 | ST. HILDA'S AND ST. HUGH'S SCHOOL TIAA-CREF DEFERRED COMPENSATION 403(B) PLAN FOR ST. HILDA'S AND ST. HUGH'S SCHOOL | NEW YORK NY | 55 | $25.8M | $4.0M |
| 8 | BOARD OF JEWISH EDUCATION, INC. BOARD OF JEWISH EDUCATION, INC SAVINGS PLAN | NEW YORK NY | 67 | $21.9M | $3.2M |
| 9 | ROCKY HILL COUNTRY DAY SCHOOL ROCKY HILL COUNTRY DAY SCHOOL 403(B) RETIREMENT PLAN | EAST GREENWICH RI | 82 | $15.2M | $1.6M |
