Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Variable annuity contracts * CREF Stock R2 in their Schedule of Assets, totaling $276.2M 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 | WESLEYAN UNIVERSITY WESLEYAN UNIVERSITY RETIREMENT PLAN | MIDDLETOWN CT | 1,866 | $688.1M | $84.1M |
| 2 | ITHACA COLLEGE ITHACA COLLEGE 403(B) RETIREMENT PLAN | ITHACA NY | 1,595 | $635.3M | $81.1M |
| 3 | AMHERST COLLEGE TRUSTEES AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN |
AMHERST MA |
| 1,907 |
| $578.9M |
| $53.4M |
| 4 | CONNECTICUT COLLEGE CONNECTICUT COLLEGE DEFINED CONTRIBUTION AND TDA RETIREMENT PLAN | NEW LONDON CT | 615 | $302.5M | $44.6M |
| 5 | AMHERST COLLEGE TRUSTEES AMHERST COLLEGE STAFF RETIREMENT PLAN | AMHERST MA | 27 | $21.4M | $11.1M |
| 6 | AMHERST COLLEGE TRUSTEES FOLGER SHAKESPEARE LIBRARY STAFF RETIREMENT PLAN | AMHERST MA | 22 | $3.0M | $1.6M |
| 7 | CTC ENTERPRISE VENTURES CORPORATION CTC ENTERPRISE VENTURES CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN | JOHNSTOWN PA | 32 | $7.7M | $413K |
