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Original filing (PDF)20251008080842NAL0005548001001
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
Form 5500
FILING_RECEIVED
MIDDLEBURY COLLEGE CORE RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,539
Accounts w/ balance
3,093
Plan assets (EOY)
$573.5M
Net assets (EOY)
$573.5M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE.
Plan sponsor
Name
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
EIN
03-0179298
Address
75 SHANNON STREET · SUITE 100 · MIDDLEBURY, VT · 05753
Phone
(802) 443-5751
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MCSOLEY MCCOY & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $270K | — |
Investments
33 direct securities · 1 pooled fund· $570.2M(99% of reported assets)
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.
Uncategorized
$550.1M
33 holdings
Pooled Separate Account
$20.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Teachers Insurance and Annuity Association (TIAA) TIAA Traditional Non Benefit Responsive | — | — | — | $95.7M | 16.7% | |
| Vanguard Inst Idx Inst | — | — | — | $67.5M | 11.8% | |
| College Retirement Equities Fund Variable Annuities (CREF) Stock Fund | — | — | — | $45.3M | 7.9% | |
| Teachers Insurance and Annuity Association (TIAA) Vanguard Extended Money Market | — | — | — | $28.0M | 4.9% | |
| Institutional Lifecycle Fund 2030 | — | — | — | $26.7M | 4.7% | |
| Institutional Lifecycle Fund 2040 | — | — | — | $26.1M | 4.6% | |
| Institutional Lifecycle Fund 2035 | — | — | — | $24.1M | 4.2% | |
| Growth Fund | — | — | — | $23.6M | 4.1% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $22.9M | 4.0% | |
| Social Choice Fund | — | — | — | $21.4M | 3.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $20.1M | 3.5% | |
| MFS Value Fund Class R6 | — | — | — | $17.8M | 3.1% | |
| Institutional Lifecycle Fund 2045 | — | — | — | $17.0M | 3.0% | |
| Institutional Lifecycle Fund 2025 | — | — | — | $14.9M | 2.6% | |
| Vanguard Total Bond Market Idx | — | — | — | $14.5M | 2.5% | |
| T.Rowe Price Blue Chip Gr 1 | — | — | — | $12.7M | 2.2% | |
| Equity Index Fund | — | — | — | $11.4M | 2.0% | |
| Global Equities Fund | — | — | — | $10.3M | 1.8% | |
| Institutional Lifecycle Fund 2050 | — | — | — | $8.9M | 1.5% | |
| Vanguard Shrt-Term IP Sec Id I | — | — | — | $7.9M | 1.4% | |
| The Hartford International Opp R6 | — | — | — | $7.0M | 1.2% | |
| Prudential Total Return Bond Q | — | — | — | $6.3M | 1.1% | |
| Hartford Schroders EmMktEq SDR | — | — | — | $5.7M | 1.0% | |
| Institutional Lifecycle Fund 2020 | — | — | — | $5.4M | 0.9% | |
| Bond Market Fund | — | — | — | $5.4M | 0.9% | |
| Institutional Lifecycle Fund 2055 | — | — | — | $4.4M | 0.8% | |
| Vanguard Federal Money Market | — | — | — | $4.2M | 0.7% | |
| American Century Small Cap Val R6 | — | — | — | $4.1M | 0.7% | |
| Institutional Lifecycle Fund 2015 | — | — | — | $2.9M | 0.5% | |
| Emerald Growth Fund Inst | — | — | — | $2.5M | 0.4% | |
| Inflation Linked Bond Fund | — | — | — | $1.9M | 0.3% | |
| Institutional Lifecycle Fund 2060 | — | — | — | $1.7M | 0.3% | |
| Institutional Lifecycle Fund 2010 | — | — | — | $1.5M | 0.3% | |
| Institutional Lifecycle Fund 2065 | — | — | — | $259K | <0.1% |