Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding REGISTERED INVESTMENT COMPANIES SHARES / UNITS * CREF Stock in their Schedule of Assets, totaling $28.4M 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 BERKELEY CARROLL SCHOOL THE BERKELEY CARROLL SCHOOL RETIREMENT PLAN | BROOKLYN NY | 365 | $74.7M | $13.2M |
| 2 | GREEN VALE SCHOOL GREEN VALE SCHOOL 403(B) DC PLAN RA | OLD BROOKVILLE NY | 112 | $44.0M | $8.8M |
| 3 | RIPPOWAM CISQUA SCHOOL RIPPOWAM CISQUA SCHOOL 403(B) PLAN |
BEDFORD NY |
| 227 |
| $34.5M |
| $3.5M |
| 4 | PROVIDENCE COUNTRY DAY SCHOOL PROVIDENCE COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | EAST PROVIDENCE RI | 146 | $15.3M | $2.8M |
