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Original filing (PDF)20251009190433NAL0003831171001
PRESIDENT & FELLOWS OF HARVARD COLLEGE HARVARD HUMAN RESOURCES, BENEFI
Form 5500
FILING_RECEIVED
HARVARD UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
15,031
Accounts w/ balance
25,749
Plan assets (EOY)
$2.0B
Net assets (EOY)
$2.0B
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRESIDENT & FELLOWS OF HARVARD COLLEGE HARVARD HUMAN RESOURCES, BENEFI.
Plan sponsor
Name
PRESIDENT & FELLOWS OF HARVARD COLLEGE HARVARD HUMAN RESOURCES, BENEFI
EIN
04-2103580
Address
114 MT AUBURN ST · ROOM 433 · CAMBRIDGE, MA · 02138
Phone
(617) 496-1542
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSEWATERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNOC | 13-1624203 | — | INVESTMENT MANAGER | $447K | — |
Investments
28 direct securities · 1 pooled fund· $2.0B(99% of reported assets)
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.
Uncategorized
$2.0B
28 holdings
Pooled Separate Account
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF Vanguard Target Retire 2035 | — | — | — | $239.6M | 11.8% | |
| TIAA-CREF Vanguard Target Retire 2040 | — | — | — | $218.8M | 10.8% | |
| TIAA-CREF Vanguard Target Retire 2030 | — | — | — | $207.9M | 10.2% | |
| TIAA-CREF Vanguard Total St Mk Ix In Pl | — | — | — | $199.5M | 9.8% | |
| TIAA-CREF Vanguard Target Retire 2045 | — | — | — | $181.3M | 8.9% | |
| TIAA Traditional Annuities *TIAA TIAA Traditional Non-Benefit Responsive - GRA | — | — | — | $166.1M | 8.2% | |
| TIAA-CREF Vanguard Target Retire 2025 | — | — | — | $126.0M | 6.2% | |
| TIAA-CREF Vanguard Target Retire 2050 | — | — | — | $106.6M | 5.2% | |
| Registered Investment Companies * Teachers Insurance and Annuity Association(TIAA) - College Retirement Equity Fund (CREF) CREF Stock R3 | — | — | — | $90.2M | 4.4% | |
| TIAA-CREF Vanguard Target Retire 2055 | — | — | — | $67.1M | 3.3% | |
| TIAA-CREF Vanguard Target Retire 2020 | — | — | — | $59.0M | 2.9% | |
| TIAA-CREF Vanguard Total Int St Ix IsPls | — | — | — | $55.6M | 2.7% | |
| TIAA-CREF Vanguard Treasury MoneyMkt Inv | — | — | — | $47.6M | 2.3% | |
| TIAA-CREF Vanguard Ttl Bd Mkt Idx InstPl | — | — | — | $43.0M | 2.1% | |
| Participant Directed Brokerage Accounts *TIAA-CREF TIAA-CREF Self Directed Acct | — | — | — | $37.7M | 1.9% | |
| TIAA-CREF Vanguard FTSE Social Idx Instl | — | — | — | $31.3M | 1.5% | |
| TIAA-CREF Vanguard Target Retire Income | — | — | — | $31.1M | 1.5% | |
| TIAA-CREF Vanguard Target Retire 2060 | — | — | — | $24.3M | 1.2% | |
| CREF Money Market R3 | — | — | — | $21.3M | 1.0% | |
| CREF Growth R3 | — | — | — | $14.4M | 0.7% | |
| CREF Equity Index R3 | — | — | — | $8.3M | 0.4% | |
| CREF Social Choice R3 | — | — | — | $8.3M | 0.4% | |
| TIAA-CREF Schwab Treas Infl Prot Sec Idx | — | — | — | $7.6M | 0.4% | |
| TIAA-CREF Vanguard Target Retire 2065 | — | — | — | $7.2M | 0.4% | |
| CREF Global Equities R3 | — | — | — | $4.2M | 0.2% | |
| TIAA REAL ESTATE ACCOUNT TIAA · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.6M | 0.1% | |
| CREF Core Bond R3 | — | — | — | $1.2M | <0.1% | |
| CREF Inflation-Linked Bond R3 | — | — | — | $925K | <0.1% | |
| TIAA-CREF Vanguard Target Retire 2070 | — | — | — | $651K | <0.1% |