Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Variable Annuity Accounts * CREF Stock R2 in their Schedule of Assets, totaling $80.8M 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 | UNIVERSITY HEALTH PHYSICIANS UNIVERSITY HEALTH PHYSICIANS 403(B) RETIREMENT PLAN | KANSAS CITY MO | 388 | $253.9M | $37.1M |
| 2 | MILTON HERSHEY SCHOOL MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT ANNUITY PLAN | HERSHEY PA | 1,346 | $214.3M | $24.9M |
| 3 | MILTON HERSHEY SCHOOL |
HERSHEY PA |
| 1,693 |
| $181.1M |
| $18.8M |