Adelia Soremekun signed The Jackson Laboratory's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Jackson Laboratory's EIN is 01-0211513.
Download the official 2024 Form 5500 (PDF) for The Jackson Laboratory from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Jackson Laboratory's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $265K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $197K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Income Fund Instl Shs Mutual fund | Mutual Funds | — | — | $53.4M | 8.9% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | Mutual Funds | — | — | $48.9M | 8.1% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | Mutual Funds | — | — | $44.1M | 7.3% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | Mutual Funds | — | — | $40.5M | 6.7% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | Mutual Funds | — | — | $38.7M | 6.4% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | Mutual Funds | — | — | $37.2M | 6.2% | |
| TIAA Traditional Nonbenefit Responsive Insurance company, at fair value | Mutual Funds | — | — | $33.6M | 5.6% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | Mutual Funds | — | — | $29.1M | 4.8% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | Mutual Funds | — | — | $23.9M | 4.0% | |
| Vanguard Total International Stock Index * Fund Instl Mutual fund | Mutual Funds | — | — | $20.1M | 3.3% | |
| CREF Stock R2 Mutual fund | Mutual Funds | — | — | $20.0M | 3.3% | |
| Vanguard Growth Index Fund Adm Mutual fund | Common Collective Trusts | — | — | $18.3M | 3.0% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | Mutual Funds | — | — | $16.8M | 2.8% | |
| TIAA Traditional Nonbenefit Responsive 2 Insurance company, at fair value | Mutual Funds | — | — | $15.9M | 2.6% | |
| CREF Growth R2 Mutual fund | Mutual Funds | — | — | $13.1M | 2.2% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | Mutual Funds | — | — | $12.3M | 2.0% | |
| American Funds New Perspective Fund R6 Mutual fund | Mutual Funds | — | — | $11.9M | 2.0% | |
| Vanguard Target Retirement Income Mutual fund | Mutual Funds | — | — | $10.4M | 1.7% | |
| Vanguard Value Index Fund Instl Mutual fund | Common Collective Trusts | — | — | $10.0M | 1.7% | |
| Vanguard Real Estate Index Fund Instl Shs Mutual fund | Common Collective Trusts | — | — | $8.8M | 1.5% | |
| Vanguard Mid-Cap Index Fund Instl Shs Mutual fund | Common Collective Trusts | — | — | $7.8M | 1.3% | |
| Vanguard High-Yield Corporate Fund Adm Mutual fund | Mutual Funds | — | — | $7.2M | 1.2% | |
| Vanguard FTSE Social Index Fund Adm Mutual fund | Common Collective Trusts | — | — | $7.0M | 1.2% | |
| CREF Equity Index R2 Mutual fund | Common Collective Trusts | — | — | $6.9M | 1.2% | |
| Vanguard Treasury Money Market Fund Mutual fund | Mutual Funds | — | — | $6.7M | 1.1% | |
| Participant loans receivable Interest rates at 3.25% to 8.50% | Bonds / Notes | — | — | $6.2M | 1.0% | |
| Vanguard Small-Cap Index Fund Adm Mutual fund | Common Collective Trusts | — | — | $5.7M | 0.9% | |
| CREF Global Equities R2 Mutual fund | Mutual Funds | — | — | $5.4M | 0.9% | |
| Vanguard Inflation-Protected Securities Fund * Adm Shs Mutual fund | Mutual Funds | — | — | $5.2M | 0.9% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | Mutual Funds | — | — | $4.3M | 0.7% | |
| TIAA Traditional Benefit Responsive Insurance contract, at contract value | Mutual Funds | — | — | $4.0M | 0.7% | |
| Vanguard Short-Term Bond Index Fund Adm Mutual fund | Common Collective Trusts | — | — | $3.6M | 0.6% | |
| CREF Social Choice R2 Mutual fund | Mutual Funds | — | — | $3.6M | 0.6% | |
| American Century Mid Cap Value Fund R6 Mutual fund | Other securities | — | — | $2.7M | 0.4% | |
| Invesco Oppenheimer Gold & Special Minerals Fund R6 Mutual fund | Mutual Funds | — | — | $2.5M | 0.4% | |
| CREF Core Bond R2 Mutual fund | Mutual Funds | — | — | $2.4M | 0.4% | |
| TIAA-CREF ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.4M | 0.4% | |
| Vanguard Total International Bond Index * Fund Adm Mutual fund | Mutual Funds | — | — | $2.2M | 0.4% | |
| AB Small Cap Growth Portfolio Class Z Mutual fund | Other securities | — | — | $2.1M | 0.3% | |
| Vanguard Windsor II Fund Adm Mutual fund | Mutual Funds | — | — | $1.7M | 0.3% | |
| PIMCO Total Return Fund, Inst Mutual fund | Mutual Funds | — | — | $1.6M | 0.3% | |
| Carillon Eagle Mid Cap Growth Fund R6 Mutual fund | Other securities | — | — | $1.4M | 0.2% | |
| JPMorgan Small Cap Value Fund R6 Mutual fund | Other securities | — | — | $1.2M | 0.2% | |
| CREF Money Market R2 Mutual fund | Mutual Funds | — | — | $993K | 0.2% | |
| CREF Inflation-Linked Bond R2 Mutual fund | Mutual Funds | — | — | $978K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual fund | Mutual Funds | — | — | $127K | <0.1% | |
| TIAA-CREF Plan Loan Default Fund Mutual fund | Mutual Funds | — | — | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
