Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Variable annuity contracts * CREF CREF Stock Account in their Schedule of Assets, totaling $204.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVERSITY OF HARTFORD UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN | WEST HARTFORD CT | 777 | $457.5M | $80.9M |
| 2 | CHOATE ROSEMARY HALL FOUNDATION, INC. CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN | WALLINGFORD CT | 348 | $222.7M | $39.7M |
| 3 | WESTERN NEW ENGLAND UNIVERSITY |
SPRINGFIELD MA |
| 865 |
| $287.5M |
| $30.9M |
| 4 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 | $317.9M | $22.0M |
| 5 | THE WHEELER SCHOOL THE WHEELER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | PROVIDENCE RI | 220 | $70.3M | $10.3M |
| 6 | SUFFIELD ACADEMY SUFFIELD ACADEMY 403(B) RETIREMENT PLAN | SUFFIELD CT | 234 | $53.9M | $5.4M |
| 7 | AVON OLD FARMS SCHOOL , INC. AVON OLD FARMS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | AVON CT | 194 | $56.2M | $4.9M |
| 8 | CONNECTICUT PUBLIC BROADCASTING INC CONNECTICUT PUBLIC BROADCASTING INC 403(B) PLAN | HARTFORD CT | 125 | $34.8M | $4.9M |
| 9 | SOUTH KENT SCHOOL CORPORATION SOUTH KENT SCHOOL RETIREMENT PLAN | SOUTH KENT CT | 59 | $12.9M | $2.1M |
| 10 | HOUSING WORKS, INC. HOUSING WORKS, INC. 403(B) PLAN | BROOKLYN NY | 325 | $18.9M | $1.8M |
