Babson College's EIN is 04-2103544.
Download the official 2024 Form 5500 (PDF) for Babson College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Babson College's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVEST INSTITUTIONAL OPPS | 04-2647786 | — | RECORDKEEPER | $108K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
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.
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 |
|---|---|---|---|---|---|
| CARON & BLETER, PLLC | 04-3499945 | — | NONE | $31K | — |
| THE ANGELL PENSION GROUP, INC | 04-2530412 | — | NONE | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CREF Stock R2 Variable annuity contract | Mutual Funds | — | — | $43.8M | 9.2% | |
| TIAA Traditional Non Benefit Responsive Guaranteed investment contract | Stable Value | — | — | $40.1M | 8.4% | |
| Fidelity Contrafund Fund K6 " | Mutual Funds | — | — | $38.5M | 8.1% | |
| Vanguard Target Retirement 2025 Fund " | Mutual Funds | — | — | $35.5M | 7.4% | |
| Vanguard Target Retirement 2030 Fund " | Mutual Funds | — | — | $34.9M | 7.3% | |
| Vanguard Target Retirement 2035 Fund " | Mutual Funds | — | — | $33.0M | 6.9% | |
| Vanguard Target Retirement 2040 Fund " | Mutual Funds | — | — | $32.7M | 6.9% | |
| Fidelity Total Market Index Fund " | Common Collective Trusts | — | — | $23.9M | 5.0% | |
| Vanguard Target Retirement 2045 Fund " | Mutual Funds | — | — | $22.6M | 4.7% | |
| Brokeragelink Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $18.6M | 3.9% | |
| Vanguard Target Retirement Income Fund " | Mutual Funds | — | — | $17.7M | 3.7% | |
| Vanguard Target Retirement 2020 Fund " | Mutual Funds | — | — | $16.3M | 3.4% | |
| Vanguard Target Retirement 2050 Fund " | Mutual Funds | — | — | $13.4M | 2.8% | |
| CREF Growth R2 " | Mutual Funds | — | — | $9.3M | 2.0% | |
| TIAA Traditional Benefit Responsive Guaranteed investment contract | Stable Value | — | — | $8.7M | 1.8% | |
| TIAA Traditional Non Benefit Responsive 2 " | Mutual Funds | — | — | $7.9M | 1.7% | |
| Vanguard Target Retirement 2055 Fund " | Mutual Funds | — | — | $6.9M | 1.5% | |
| TIAA Traditional Benefit Responsive 2 " | Mutual Funds | — | — | $6.6M | 1.4% | |
| CREF Equity Index R2 " | Common Collective Trusts | — | — | $6.6M | 1.4% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $5.5M | 1.1% | |
| CREF Global Equities R2 " | Mutual Funds | — | — | $5.4M | 1.1% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $5.2M | 1.1% | |
| JP Morgan Core Bond R6 " | Other securities | — | — | $3.7M | 0.8% | |
| CREF Social Choice R2 " | Mutual Funds | — | — | $3.3M | 0.7% | |
| Fidelity Inv MM Treasury Only Instl " | Mutual Funds | — | — | $3.2M | 0.7% | |
| Victory Sycamore Established Value R6 " | Other securities | — | — | $3.0M | 0.6% | |
| MFS Value Fund Class R6 " | Mutual Funds | — | — | $2.7M | 0.6% | |
| Vanguard Target Retirement 2060 Fund " | Mutual Funds | — | — | $2.5M | 0.5% | |
| Parnassus Core Equity IS " | Other securities | — | — | $2.5M | 0.5% | |
| MetLife Fixed-Old " | Other securities | — | — | $2.4M | 0.5% | |
| Fidelity Small Cap Value Fund " | Mutual Funds | — | — | $2.4M | 0.5% | |
| DFA Emerging Markets Core Equity Portfolio Institutional Clas Mutual fund | Mutual Funds | — | — | $2.3M | 0.5% | |
| Victory Munder Mid Cap Growth R6 " | Other securities | — | — | $1.9M | 0.4% | |
| CREF Inflation-Linked Bond R2 " | Mutual Funds | — | — | $1.9M | 0.4% | |
| The Hartford World Bond Fund Class R6 " | Other securities | — | — | $1.8M | 0.4% | |
| AllianceBernstein Small Cap Growth Fund Z " | Other securities | — | — | $1.8M | 0.4% | |
| Vanguard Inflation Protected Securities ADM " | Mutual Funds | — | — | $1.7M | 0.4% | |
| American Funds EuroPacific Growth Fund R6 " | Mutual Funds | — | — | $1.7M | 0.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.4M | 0.3% | |
| Participant loans (3.25%-9.50%) - | Bonds / Notes | — | — | $1.3M | 0.3% | |
| CREF Money Market R2 " | Mutual Funds | — | — | $1.2M | 0.2% | |
| CREF Core Bond R2 " | Mutual Funds | — | — | $964K | 0.2% | |
| Vanguard Target Retirement 2065 Fund " | Mutual Funds | — | — | $571K | 0.1% | |
| MetLife Fixed-New " | Other securities | — | — | $130K | <0.1% | |
| Vanguard Target Retirement 2070 Fund " | Mutual Funds | — | — | $33K | <0.1% | |
| MFS Value Fund Class R4 " | Mutual Funds | — | — | $5K | <0.1% |
