Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies * Teachers Insurance and Annuity Association(TIAA) - College Retirement Equity Fund (CREF) CREF CREF Core Bond R3 in their Schedule of Assets, totaling $2.4M 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 | PRESIDENT & FELLOWS OF HARVARD COLLEGE HARVARD HUMAN RESOURCES, BENEFI HARVARD UNIVERSITY RETIREMENT PLAN | CAMBRIDGE MA | 2,666 | $1.6B | $2.4M |
