Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Registered Investment Companies * Teachers Insurance and Annuity Association(TIAA) - College Retirement Equity Fund (CREF) CREF CREF Stock R3 in their Schedule of Assets, totaling $1.3B 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 RETIREMENT INCOME PLAN FOR TEACHING FACULTY OF HARVARD UNIVERSITY | CAMBRIDGE MA | 2,737 | $2.4B | $853.5M |
| 2 | PRESIDENT & FELLOWS OF HARVARD COLLEGE HARVARD HUMAN RESOURCES, BENEFI HARVARD UNIVERSITY TAX DEFERRED ANNUITY PLAN | CAMBRIDGE MA | 22,562 | $4.3B | $382.0M |
| 3 |
CAMBRIDGE MA |
| 15,031 |
| $2.0B |
| $90.2M |
