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 R2 in their Schedule of Assets, totaling $131.3M 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 | MANHATTANVILLE COLLEGE MANHATTANVILLE COLLEGE 403(B) RETIREMENT PLAN | PURCHASE NY | 277 | $122.8M | $24.2M |
| 2 | MARYMOUNT MANHATTAN COLLEGE MARYMOUNT MANHATTAN COLLEGE TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW YORK NY | 240 | $112.8M | $20.5M |
| 3 | THE NIGHTINGALE-BAMFORD SCHOOL |
NEW YORK NY |
| 207 |
| $110.3M |
| $19.5M |
| 4 | THE CHAPIN SCHOOL LTD. THE CHAPIN SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 242 | $107.7M | $17.3M |
| 5 | DWIGHT-ENGLEWOOD SCHOOL DWIGHT ENGLEWOOD SCHOOL 403(B) RETIREMENT SAVINGS PLAN | ENGLEWOOD NJ | 241 | $90.2M | $13.4M |
| 6 | ALLEN-STEVENSON SCHOOL ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 123 | $79.5M | $12.5M |
| 7 | RIVERDALE COUNTRY SCHOOL RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BRONX NY | 449 | $76.6M | $8.9M |
| 8 | FRIENDS ACADEMY FRIENDS ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | LOCUST VALLEY NY | 194 | $65.0M | $7.4M |
| 9 | CALDWELL UNIVERSITY CALDWELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CALDWELL NJ | 167 | $58.1M | $7.4M |
