Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Registered Investment Companies Variable annuity contracts * CREF Stock R1 in their Schedule of Assets, totaling $4.0M 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 | BAY PATH UNIVERSITY BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN | LONGMEADOW MA | 1,117 | $67.3M | $3.6M |
| 2 | CENTER FOR RESPONSIVE SCHOOLS, INC. CENTER FOR RESPONSIVE SCHOOLS, INC. 403(B) PLAN | TURNERS FALLS MA | 72 | $7.4M | $416K |
