Amherst College Trustees' EIN is 04-2103542.
Download the official 2023 Form 5500 (PDF) for Amherst College Trustees from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Amherst College Trustees' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | SERVICE PROVIDER | $230K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | BOSTON, MA | INVESTMENT ADVISORS | $20K | — |
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 Traditional Non Benefit Responsive | Mutual Funds | — | — | $99.5M | 17.2% | |
| Variable annuity contracts * CREF Stock R2 | Mutual Funds | — | — | $53.4M | 9.2% | |
| VANGUARD Inst Idx Inst | Common Collective Trusts | — | — | $36.3M | 6.3% | |
| T. ROWE PRICE Retire 2035 Fund | Other securities | — | — | $29.3M | 5.1% | |
| T. ROWE PRICE Retire 2040 Fund | Other securities | — | — | $24.9M | 4.3% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $21.0M | 3.6% | |
| T. ROWE PRICE Retire 2045 Fund | Other securities | — | — | $20.6M | 3.6% | |
| T. ROWE PRICE Retire 2030 Fund | Other securities | — | — | $19.7M | 3.4% | |
| VANGUARD Total Intl Stock Index Inst | Mutual Funds | — | — | $19.3M | 3.3% | |
| VANGUARD Small-Cap Index Inst | Mutual Funds | — | — | $18.8M | 3.2% | |
| TIAA CREF Nuveen Large Cap Resp Eq R6 | Mutual Funds | — | — | $16.4M | 2.8% | |
| CREF Growth R2 | Mutual Funds | — | — | $16.4M | 2.8% | |
| VANGUARD Equity Income Adm | Mutual Funds | — | — | $15.9M | 2.7% | |
| VANGUARD Total Bond Market Index Adm | Mutual Funds | — | — | $14.8M | 2.6% | |
| T. ROWE PRICE Retire 2050 Fund | Other securities | — | — | $14.0M | 2.4% | |
| T. ROWE PRICE Retire 2020 Fund | Other securities | — | — | $13.9M | 2.4% | |
| T. ROWE PRICE Retire 2025 Fund | Other securities | — | — | $13.1M | 2.3% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $9.5M | 1.6% | |
| T. ROWE PRICE Retire 2055 Fund | Other securities | — | — | $8.8M | 1.5% | |
| AB Large Cap Growth Fund Z | Other securities | — | — | $8.7M | 1.5% | |
| T. ROWE PRICE Overseas Stock I | Other securities | — | — | $8.3M | 1.4% | |
| DFA Emerging Markets Core Equity Portfolio Inst | Mutual Funds | — | — | $8.1M | 1.4% | |
| CREF Stock R4 | Mutual Funds | — | — | $7.8M | 1.3% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $6.9M | 1.2% | |
| T. ROWE PRICE Retire 2015 Fund | Other securities | — | — | $6.6M | 1.1% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $6.3M | 1.1% | |
| VANGUARD Federal Money Mkt Inv | Mutual Funds | — | — | $6.2M | 1.1% | |
| DFA Inflation ProtSecPortInst | Mutual Funds | — | — | $6.0M | 1.0% | |
| MFS Total Return Bond R6 | Mutual Funds | — | — | $5.6M | 1.0% | |
| MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $4.6M | 0.8% | |
| MFS Global Real Estate Fund R6 | Mutual Funds | — | — | $4.1M | 0.7% | |
| VANGUARD Mid-Cap Index Adm | Mutual Funds | — | — | $4.0M | 0.7% | |
| MASSMUTUAL Premier Hi Yield I | Other securities | — | — | $3.9M | 0.7% | |
| CREF Money Market R2 | Mutual Funds | — | — | $3.3M | 0.6% | |
| AMERICAN CENTURY MdCpVa Fund Cla R6 | Other securities | — | — | $3.3M | 0.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.2M | 0.6% | |
| T. ROWE PRICE Retire 2010 Fund | Other securities | — | — | $2.6M | 0.5% | |
| T. ROWE PRICE Retire 2060 Fund | Other securities | — | — | $2.4M | 0.4% | |
| PIMCO Low Duration Opp Instal | Mutual Funds | — | — | $2.2M | 0.4% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $2.1M | 0.4% | |
| FIDELITY OTC Portfolio ** 560 * FIDELITY Low Priced Stock | Mutual Funds | — | — | $2.0M | 0.3% | |
| T. ROWE PRICE Retire 2005 Fund | Other securities | — | — | $1.8M | 0.3% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $1.1M | 0.2% | |
| Participant Loans (4.25% - 9.50%) -0- | Bonds / Notes | — | — | $841K | 0.1% | |
| TIAA CREF Self Directed Account | Self-Directed Brokerage | — | — | $562K | <0.1% | |
| FIDELITY Sel Health Care Services 472 * FIDELITY 500 Index | Common Collective Trusts | — | — | $311K | <0.1% | |
| FIDELITY Total Market Index | Common Collective Trusts | — | — | $286K | <0.1% | |
| FIDELITY Govt Money Market | Mutual Funds | — | — | $194K | <0.1% | |
| FIDELITY International Index | Mutual Funds | — | — | $131K | <0.1% | |
| FIDELITY Asset Manager 50% | Mutual Funds | — | — | $45K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MP P.C. | 04-3191789 | SPRINGFIELD, MA | AUDITORS | $44K | — |
