Lynne Wagner signed The Derryfield School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Derryfield School's EIN is 02-0265542.
Download the official 2024 Form 5500 (PDF) for The Derryfield School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Derryfield School's plan includes ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | NONE | $47K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF Stock Fund, 5,531 shares | Mutual Funds | — | $6K | $4.9M | 16.0% | |
| TIAA Traditional Non-Benefit Responsive Account | Mutual Funds | — | — | $4.9M | 16.0% | |
| Standard Insurance * Company Stable Asset Fund II, 88,848 shares | Common Stocks | — | $89K | $3.1M | 10.1% | |
| Vanguard 500 Index Fund, 4,983 shares | Common Collective Trusts | — | $5K | $2.7M | 8.8% | |
| Dodge & Cox Income Fund, 213,449 shares | Mutual Funds | — | $213K | $2.6M | 8.6% | |
| CREF Equity Index Fund, 3,681 shares | Common Collective Trusts | — | $4K | $1.9M | 6.0% | |
| American Funds Washington Mutual, 29,190 shares | Mutual Funds | — | $29K | $1.8M | 5.8% | |
| CREF Growth Fund 2,761 shares | Mutual Funds | — | $3K | $1.4M | 4.6% | |
| CREF Social Choice Fund, 3,160 shares | Mutual Funds | — | $3K | $1.1M | 3.7% | |
| CREF Global Equities Fund, 2,509 shares | Mutual Funds | — | $3K | $852K | 2.8% | |
| American Funds EuroPacific Growth Fund, 13,486 shares | Mutual Funds | — | $13K | $724K | 2.3% | |
| Vanguard Growth Index Fund, 2,665 shares | Common Collective Trusts | — | $3K | $563K | 1.8% | |
| Vanguard Mid Cap Index Fund, 1,606 shares | Common Collective Trusts | — | $2K | $525K | 1.7% | |
| TIAA Traditional Benefit Responsive Account | Mutual Funds | — | — | $518K | 1.7% | |
| Fundamental International Large Company Index Schwab Fund, 46,223 shares | Mutual Funds | — | $46K | $479K | 1.5% | |
| American Funds US Government Securities, 37,999 shares | Mutual Funds | — | $38K | $446K | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $384K | 1.2% | |
| Vanguard Mid Cap Value Index Fund, 4,513 shares | Common Collective Trusts | — | $5K | $378K | 1.2% | |
| CREF Core Bond Fund, 2,723 shares | Mutual Funds | — | $3K | $358K | 1.2% | |
| Vanguard Small Cap Index 2,249 shares | Mutual Funds | — | $2K | $259K | 0.8% | |
| American Funds New World Fund, 3,240 shares | Mutual Funds | — | $3K | $249K | 0.8% | |
| CREF Inflation-Linked Index Fund, 2,287 shares | Common Collective Trusts | — | $2K | $189K | 0.6% | |
| DFA US Target Value Fund, 4,052 shares | Mutual Funds | — | $4K | $139K | 0.5% | |
| Vanguard Mid Cap Growth Index Fund, 1,194 shares | Common Collective Trusts | — | $1K | $130K | 0.4% | |
| CREF Money Market Fund, 4,393 shares | Mutual Funds | — | $4K | $128K | 0.4% | |
| Vanguard Small Cap Growth Index Fund 160 shares | Common Collective Trusts | — | — | $16K | <0.1% | |
| DFA Real Estate Securities Fund, 197 shares | Mutual Funds | — | — | $8K | <0.1% | |
| PIMCO Commodity Real Return Strategy Fund 349 shares | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
