Lynn Cordaro signed President & Fellows of Harvard College Harvard Human Resources, Benefi's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
President & Fellows of Harvard College Harvard Human Resources, Benefi's EIN is 04-2103580.
Download the official 2024 Form 5500 (PDF) for President & Fellows of Harvard College Harvard Human Resources, Benefi from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)President & Fellows of Harvard College Harvard Human Resources, Benefi's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA), automatic enrollment.
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 | — | RECORD KEEPER | $530K | — |
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 Vanguard Total St Mk Ix In Pl | Mutual Funds | — | — | $599.9M | 14.0% | |
| TIAA Traditional Annuities * TIAA Traditional Benefit Responsive - GSRA | Mutual Funds | — | — | $438.2M | 10.2% | |
| Registered Investment Companies * Teachers Insurance and Annuity Association(TIAA) - College Retirement Equity Fund (CREF) CREF Stock R3 | Mutual Funds | — | — | $382.0M | 8.9% | |
| CREF Vanguard Target Retire 2030 | Mutual Funds | — | — | $306.0M | 7.1% | |
| CREF Vanguard Target Retire 2035 | Mutual Funds | — | — | $303.0M | 7.0% | |
| CREF Vanguard Target Retire 2040 | Mutual Funds | — | — | $258.4M | 6.0% | |
| CREF Vanguard Target Retire 2045 | Mutual Funds | — | — | $241.4M | 5.6% | |
| CREF Vanguard Target Retire 2025 | Mutual Funds | — | — | $225.9M | 5.3% | |
| CREF Vanguard Total Int St Ix IsPls | Mutual Funds | — | — | $166.6M | 3.9% | |
| CREF Vanguard Target Retire 2050 | Mutual Funds | — | — | $164.9M | 3.8% | |
| CREF Vanguard Ttl Bd Mkt Idx InstPl | Common Collective Trusts | — | — | $160.8M | 3.7% | |
| Participant Directed Brokerage Accounts * TIAA TIAA-CREF Self Directed Acct | Self-Directed Brokerage | — | — | $152.3M | 3.5% | |
| CREF Vanguard Target Retire Income | Mutual Funds | — | — | $150.3M | 3.5% | |
| CREF Vanguard Target Retire 2020 | Mutual Funds | — | — | $136.3M | 3.2% | |
| TIAA Traditional Benefit Responsive - SRA | Mutual Funds | — | — | $116.9M | 2.7% | |
| CREF Vanguard Target Retire 2055 | Mutual Funds | — | — | $90.9M | 2.1% | |
| CREF Vanguard FTSE Social Idx Instl | Common Collective Trusts | — | — | $73.4M | 1.7% | |
| CREF Vanguard Treasury MoneyMkt Inv | Mutual Funds | — | — | $59.3M | 1.4% | |
| CREF Growth R3 | Mutual Funds | — | — | $40.6M | 0.9% | |
| CREF Vanguard Target Retire 2060 | Mutual Funds | — | — | $34.5M | 0.8% | |
| CREF Equity Index R3 | Common Collective Trusts | — | — | $27.0M | 0.6% | |
| CREF Social Choice R3 | Mutual Funds | — | — | $23.0M | 0.5% | |
| CREF Schwab Treas Infl Prot Sec Idx | Common Collective Trusts | — | — | $22.2M | 0.5% | |
| CREF Global Equities R3 | Mutual Funds | — | — | $20.2M | 0.5% | |
| TIAA Traditional Non-Benefit Responsive - RA | Mutual Funds | — | — | $15.6M | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $14.3M | 0.3% | |
| Participant Loan * TIAA Notes receivable from participants Interest rates range from 4.25% to 9.50% Maturity dates through 11/15/34 | Mutual Funds | — | — | $10.7M | 0.2% | |
| CREF Vanguard Target Retire 2065 | Mutual Funds | — | — | $9.3M | 0.2% | |
| CREF Money Market R3 | Mutual Funds | — | — | $8.9M | 0.2% | |
| CREF Core Bond R3 | Mutual Funds | — | — | $8.2M | 0.2% | |
| CREF Inflation-Linked Bond R3 | Mutual Funds | — | — | $5.6M | 0.1% | |
| CREF Vanguard Target Retire 2070 | Mutual Funds | — | — | $1.3M | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
