Worcester Art Museum's EIN is 04-1988530.
Download the official 2023 Form 5500 (PDF) for Worcester Art Museum from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Worcester Art Museum's plan includes a 403(b) annuity, profit-sharing.
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 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $11K | — |
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 Variable annuity | Mutual Funds | — | — | $2.9M | 23.2% | |
| TIAA Traditional Non Benefit Responsive Guaranteed investment contract | Stable Value | — | — | $2.8M | 21.8% | |
| CREF Growth " | Mutual Funds | — | — | $1.1M | 8.8% | |
| CREF Global Equities " | Mutual Funds | — | — | $693K | 5.5% | |
| Vanguard 500 Index Admiral Shares " | Common Collective Trusts | — | — | $426K | 3.4% | |
| Nuveen Lifecycle Index 2030 Fund R6 Class " | Mutual Funds | — | — | $404K | 3.2% | |
| Vanguard Growth Index Admiral Shares " | Mutual Funds | — | — | $322K | 2.5% | |
| Nuveen Lifecycle Index 2025 Fund R6 Class " | Mutual Funds | — | — | $275K | 2.2% | |
| CREF Equity Index " | Common Collective Trusts | — | — | $253K | 2.0% | |
| Vanguard Federal Money Market Investor Shares " | Mutual Funds | — | — | $247K | 2.0% | |
| CREF Social Choice " | Mutual Funds | — | — | $204K | 1.6% | |
| American Funds New Perspective R6 " | Mutual Funds | — | — | $203K | 1.6% | |
| MFS Mid Cap Value R6 " | Mutual Funds | — | — | $187K | 1.5% | |
| Nuveen Lifecycle Index 2035 Fund R6 Class " | Mutual Funds | — | — | $180K | 1.4% | |
| Nuveen Lifecycle Index 2040 Fund R6 Class " | Mutual Funds | — | — | $163K | 1.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $162K | 1.3% | |
| CREF Money Market " | Mutual Funds | — | — | $160K | 1.3% | |
| TIAA Access Inflation-Linked Bond " ** 798 * TIAA Access Intl Equity " | Mutual Funds | — | — | $133K | 1.1% | |
| Vanguard Balanced Index Institutional Shares " | Mutual Funds | — | — | $132K | 1.0% | |
| Nuveen Lifecycle Index 2020 Fund R6 Class Mutual fund | Mutual Funds | — | — | $122K | 1.0% | |
| TIAA Access Lg-Cap Value " | Mutual Funds | — | — | $110K | 0.9% | |
| CREF Core Bond " | Mutual Funds | — | — | $110K | 0.9% | |
| Franklin Small-Mid Cap Growth R6 " | Mutual Funds | — | — | $109K | 0.9% | |
| DFA Inflation Protected Securities Portfolio Institutional Shares " | Mutual Funds | — | — | $102K | 0.8% | |
| CREF Inflation-Linked Bond " | Mutual Funds | — | — | $97K | 0.8% | |
| Nuveen Real Estate Securities Select Fund R6 Class " | Mutual Funds | — | — | $92K | 0.7% | |
| Vanguard Small-Cap Index Admiral Shares " | Mutual Funds | — | — | $70K | 0.6% | |
| TIAA Access Lifecycle 2040 " | Mutual Funds | — | — | $66K | 0.5% | |
| TIAA Access Mid-Cap Value " | Mutual Funds | — | — | $60K | 0.5% | |
| TIAA Access Lifecycle 2015 " | Mutual Funds | — | — | $59K | 0.5% | |
| John Hancock Bond R6 " | Other securities | — | — | $55K | 0.4% | |
| American Funds New World R6 " ** 524 Nuveen Lifecycle Index 2060 Fund R6 Class " | Mutual Funds | — | — | $46K | 0.4% | |
| TIAA Access Lifecycle 2035 " | Mutual Funds | — | — | $44K | 0.3% | |
| Nuveen Lifecycle Index 2065 Fund R6 Class " ** 18 BlackRock Sustainable Advantage Large Cap Core Fund Class K " | Mutual Funds | — | — | $43K | 0.3% | |
| Participant Loans (8.50% - 9.50%) - | Bonds / Notes | — | — | $40K | 0.3% | |
| TIAA Access Money Market " ** 64 * TIAA Access Real Estate Securities " | Mutual Funds | — | — | $38K | 0.3% | |
| TIAA Access Quant Sm-Cap Equity " | Mutual Funds | — | — | $37K | 0.3% | |
| TIAA Access Lifecycle 2045 " | Mutual Funds | — | — | $36K | 0.3% | |
| Nuveen Lifecycle Index 2050 Fund R6 Class " | Mutual Funds | — | — | $35K | 0.3% | |
| Vanguard Intermediate-Term Bond Index Admiral Shares " | Mutual Funds | — | — | $31K | 0.2% | |
| TIAA Access Lifecycle 2050 " | Mutual Funds | — | — | $29K | 0.2% | |
| TIAA Access Large Cap Responsible Equity " | Mutual Funds | — | — | $28K | 0.2% | |
| TIAA Access Lifecycle 2025 " | Mutual Funds | — | — | $26K | 0.2% | |
| Calvert International Equity Fund Class R6 " | Other securities | — | — | $26K | 0.2% | |
| Nuveen Lifecycle Index 2045 Fund R6 Class " | Mutual Funds | — | — | $25K | 0.2% | |
| TIAA Access Lg-Cap Growth " | Mutual Funds | — | — | $21K | 0.2% | |
| TIAA Access Equity Index " | Common Collective Trusts | — | — | $17K | 0.1% | |
| TIAA Access Core Equity " | Mutual Funds | — | — | $15K | 0.1% | |
| Nuveen Lifecycle Index 2055 Fund R6 Class " | Mutual Funds | — | — | $13K | 0.1% | |
| TIAA Access Sm-Cap Blend Index " | Mutual Funds | — | — | $13K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
