Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA and CREF CREF Social Choice R2 in their Schedule of Assets, totaling $22.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GONZAGA UNIVERSITY GONZAGA UNIVERSITY 403(B) RETIREMENT PLAN | SPOKANE WA | 2,311 | $521.5M | $13.3M |
| 2 | NORWICH UNIVERSITY NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHFIELD VT | 1,016 | $175.8M | $3.6M |
| 3 | SAINT ANSELM COLLEGE SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN |
MANCHESTER NH |
| 519 |
| $133.3M |
| $3.4M |
| 4 | NEW ENGLAND COLLEGE NEW ENGLAND COLLEGE DC RETIREMENT PLAN | HENNIKER NH | 279 | $50.7M | $1.7M |