Vermont Academy's EIN is 03-0179600.
Download the official 2024 Form 5500 (PDF) for Vermont Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vermont Academy's plan includes ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | NEW YORK, NY | — | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF/Participant Directed * CREF Stock M utual Fund | Mutual Funds | — | — | $3.6M | 19.3% | |
| TIAA-Traditional Non Benefit Responsive Guaranteed Investment Contract | Stable Value | — | — | $3.4M | 18.2% | |
| CREF Global Equities M utual Fund | Mutual Funds | — | — | $1.7M | 9.1% | |
| CREF Growth M utual Fund | Mutual Funds | — | — | $1.6M | 8.7% | |
| TIAA Access Nuv LifCyc 2040 T4 M utual Fund | Mutual Funds | — | — | $735K | 3.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $624K | 3.3% | |
| TIAA Access Nuv Intl Equity T4 M utual Fund | Mutual Funds | — | — | $523K | 2.8% | |
| CREF Core Bond R1 M utual Fund | Mutual Funds | — | — | $456K | 2.4% | |
| TIAA Access Nuv Lrg Cap Val T4 M utual Fund | Mutual Funds | — | — | $436K | 2.3% | |
| TIAA-Traditional Benefit Responsive Guaranteed Investment Contract | Stable Value | — | — | $417K | 2.2% | |
| CREF Social Choice M utual Fund | Mutual Funds | — | — | $402K | 2.1% | |
| TIAA Access Nuv LifCyc 2045 T4 M utual Fund | Mutual Funds | — | — | $345K | 1.8% | |
| CREF Equity Index M utual Fund | Common Collective Trusts | — | — | $341K | 1.8% | |
| TIAA Access Nuv LifCyc 2050 T4 M utual Fund | Mutual Funds | — | — | $310K | 1.6% | |
| CREF M oney M arket M utual Fund | Mutual Funds | — | — | $274K | 1.5% | |
| CREF Money Market R1 | Mutual Funds | — | — | $274K | 1.5% | |
| Schwab International Index Fd M utual Fund | Mutual Funds | — | — | $264K | 1.4% | |
| TIAA Access Nuv LifCyc 2030 T4 M utual Fund | Mutual Funds | — | — | $257K | 1.4% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 M utual Fund | Mutual Funds | — | — | $244K | 1.3% | |
| Vanguard 500 Idx Adm M utual Fund | Common Collective Trusts | — | — | $223K | 1.2% | |
| TIAA Access Nuv M id Cap Val T4 M utual Fund | Mutual Funds | — | — | $199K | 1.1% | |
| TIAA Access Nuv LifCyc 2035 T4 M utual Fund | Mutual Funds | — | — | $198K | 1.1% | |
| TIAA Access Nuv RlEstSecSel T4 M utual Fund | Mutual Funds | — | — | $184K | 1.0% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 M utual Fund | Mutual Funds | — | — | $166K | 0.9% | |
| TIAA Access Nuv LifCyc 2025 T4 M utual Fund | Mutual Funds | — | — | $153K | 0.8% | |
| TIAA Access Nuv LifCyc 2020 T4 M utual Fund | Mutual Funds | — | — | $150K | 0.8% | |
| CREF Inflation-Linked Bond M utual Fund | Mutual Funds | — | — | $137K | 0.7% | |
| TIAA-Traditional Non Benefit Responsive 2 Guaranteed Investment Contract | Stable Value | — | — | $115K | 0.6% | |
| TIAA Access Nuv LifCyc 2055 T4 M utual Fund | Mutual Funds | — | — | $109K | 0.6% | |
| TIAA-Traditional Benefit Responsive 2 Guaranteed Investment Contract | Stable Value | — | — | $109K | 0.6% | |
| Schwab Fund U.S. Sm Co Index M utual Fund | Mutual Funds | — | — | $107K | 0.6% | |
| TIAA Access Nuv LfCy Rt Inc T4 M utual Fund | Mutual Funds | — | — | $98K | 0.5% | |
| Vanguard Small-Cap Idx Adm M utual Fund | Common Collective Trusts | — | — | $95K | 0.5% | |
| TIAA Access Nuv LgCp Res Eq T4 M utual Fund | Mutual Funds | — | — | $83K | 0.4% | |
| TIAA Access Nuv Core Equity T4 M utual Fund | Mutual Funds | — | — | $70K | 0.4% | |
| Vanguard S-T Inf Pro Sec Idx Adm M utual Fund | Common Collective Trusts | — | — | $68K | 0.4% | |
| (continued from last page) Vanguard Intr-Trm Bnd Idx Adm M utual Fund | Common Collective Trusts | — | — | $68K | 0.4% | |
| TIAA Access Nuv Core Pl Bd T4 M utual Fund | Mutual Funds | — | — | $63K | 0.3% | |
| TIAA Access Nuv M id Cap Grw T4 M utual Fund | Mutual Funds | — | — | $60K | 0.3% | |
| TIAA Access Nuv LifCyc 2060 T4 M utual Fund | Mutual Funds | — | — | $57K | 0.3% | |
| TIAA Access Nuv Equity Idx T4 M utual Fund | Common Collective Trusts | — | — | $52K | 0.3% | |
| TIAA Access Nuv LifCyc 2010 T4 M utual Fund | Mutual Funds | — | — | $45K | 0.2% | |
| Dodge & Cox Income Fund - Cl X M utual Fund | Mutual Funds | — | — | $33K | 0.2% | |
| TIAA Access Nuv Lrg Cap Gr T4 M utual Fund | Mutual Funds | — | — | $26K | 0.1% | |
| Nuveen Large Cap Resp Eq R6 M utual Fund | Mutual Funds | — | — | $24K | 0.1% | |
| Vanguard Real Estate Idx Adm M utual Fund | Common Collective Trusts | — | — | $23K | 0.1% | |
| TIAA Access Nuv LifCyc 2015 T4 M utual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Treasury M oneyM kt Inv M utual Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
