John Donnelly signed Massachusetts Institute of Technology's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Massachusetts Institute of Technology's EIN is 04-2103594.
Download the official 2024 Form 5500 (PDF) for Massachusetts Institute of Technology from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Massachusetts Institute of Technology's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $195K | — |
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 | |||||
|---|---|---|---|---|---|---|
| RUSSELL 3000 INDEX BLACKROCK INST. TRUST COMPANY, N. A · EIN 94-3371912 / PN 001 | Common Collective Trust | — | — | $2.3B | 30.0% | |
| MSCI ACWI EX-US INDX BLACKROCK INST. TRUST COMPANY, N. A · EIN 27-4955447 / PN 001 | Common Collective Trust | — | — | $659.9M | 8.5% | |
| U.S DEBT INDEX BLACKROCK INST. TRUST COMPANY, N. A · EIN 94-6589507 / PN 001 | Common Collective Trust | — | — | $401.9M | 5.2% | |
| Brokera gel i nk Regis tered Inves tment Compa ny | Other securities | — | — | $382.7M | 5.0% | |
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $344.7M | 4.5% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $299.5M | 3.9% | |
| Va ngua rd Ta rget Retirement 2040 Common Collective Trus t | Common Collective Trusts | — | — | $292.1M | 3.8% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $292.1M | 3.8% | |
| Va ngua rd Ta rget Retirement 2035 Common Coll ective Trus t | Other securities | — | — | $283.1M | 3.7% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $283.1M | 3.7% | |
| Va ngua rd Prime Money Ma rket Fund Admi ra l Sha res Regis tered Inves tment Compa ny | Other securities | — | — | $276.6M | 3.6% | |
| Va ngua rd Ta rget Retirement 2045 Common Collective Trus t | Common Collective Trusts | — | — | $275.7M | 3.6% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $275.7M | 3.6% | |
| Va ngua rd Ta rget Retirement 2050 Common Collective Trus t | Common Collective Trusts | — | — | $271.4M | 3.5% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $271.4M | 3.5% | |
| Va ngua rd Ta rget Retirement 2030 Common Col lective Trus t | Other securities | — | — | $268.9M | 3.5% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $268.9M | 3.5% | |
| Va ngua rd Ta rget Retirement 2025 Common Collective Trus t | Common Collective Trusts | — | — | $204.5M | 2.6% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $204.5M | 2.6% | |
| Va ngua rd Infla tion-Protected Securi ties Fund Ins titutiona l Sha resRegis tered Inves tment Compa ny | Other securities | — | — | $130.9M | 1.7% | |
| Va ngua rd Ta rget Retirement 2055 Common Collective Trus t | Common Collective Trusts | — | — | $125.9M | 1.6% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $125.9M | 1.6% | |
| RUSSELL 1000 GROWTH BLACKROCK INST. TRUST COMPANY, N. A · EIN 94-3302953 / PN 001 | Common Collective Trust | — | — | $124.9M | 1.6% | |
| Va ngua rd Ta rget Retirement 2020 Common Collective Trus t | Common Collective Trusts | — | — | $109.2M | 1.4% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $109.2M | 1.4% | |
| Va ngua rd Ta rget Retirement Income Common Collective Trus t | Common Collective Trusts | — | — | $104.5M | 1.4% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $104.5M | 1.4% | |
| T. Rowe Price La rge-Ca p Growth Trus t B Common Collective Trus t | Common Collective Trusts | — | — | $93.1M | 1.2% | |
| TRP LRG CAP GR TR B T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $93.1M | 1.2% | |
| RUSSELL 2000 INDEX BLACKROCK INST. TRUST COMPANY, N. A · EIN 94-3318704 / PN 001 | Common Collective Trust | — | — | $90.3M | 1.2% | |
| Bla ckRock Emergi ng Ma rkets Index Ma s ter Fund Common Collective Trus t | Common Collective Trusts | — | — | $81.2M | 1.1% | |
| EMERGING MKTS INDEX BLACKROCK INST. TRUST COMPANY, N. A · EIN 27-2777161 / PN 001 | Common Collective Trust | — | — | $81.2M | 1.1% | |
| Va ngua rd FTSE Soci a l Index Fund Ins titutiona l Sha res Regis tered Inves tment Compa ny | Common Collective Trusts | — | — | $65.7M | 0.9% | |
| Va ngua rd Ta rget Retirement 2060 Common Collective Trus t | Common Collective Trusts | — | — | $65.2M | 0.8% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $65.2M | 0.8% | |
| MID CAP EQUITY INDEX BLACKROCK INST. TRUST COMPANY, N. A · EIN 94-3272818 / PN 001 | Common Collective Trust | — | — | $62.4M | 0.8% | |
| Dodge & Cox Stock Fund Regi s tered Inves tment Compa ny | Mutual Funds | — | — | $56.3M | 0.7% | |
| Bla ckRock Rus s el l 1000® Va l ue Fund Cl a s F Common Collective Trus t | Common Collective Trusts | — | — | $52.6M | 0.7% | |
| RUSSELL 1000 VALUE BLACKROCK INST. TRUST COMPANY, N. A · EIN 94-3330726 / PN 001 | Common Collective Trust | — | — | $52.6M | 0.7% | |
| Va ngua rd Short-Term Bond Index Fund Ins titutiona l Sha res Regis tered Inves tment Compa ny | Common Collective Trusts | — | — | $47.7M | 0.6% | |
| WT HIGH YIELD WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 106 | Common Collective Trust | — | — | $35.4M | 0.5% | |
| Wellington Trus t Compa ny CIF II Hi gh Yi el d (Seri es 1) Common Collective Trus t | Common Collective Trusts | — | — | $35.4M | 0.5% | |
| Brokera gel i nk Interes t Bea ring Ca s h | Other securities | — | — | $33.8M | 0.4% | |
| Bla ckRock FTSE EPRA NAREIT US Rea l Es ta te Securi ties Index FundCommon Collective Trus t | Common Collective Trusts | — | — | $27.7M | 0.4% | |
| US REAL ESTATE INDEX BLACKROCK INST. TRUST COMPANY, N. A · EIN 82-5109516 / PN 001 | Common Collective Trust | — | — | $27.7M | 0.4% | |
| Notes recei va bl e from pa rticipa nts : (Interes t a t 3.25% to 9.00%, ma turi ty da tes of 11/26/2023 to 12/31/2039) | Bonds / Notes | — | — | $25.8M | 0.3% | |
| Va ngua rd Ta rget Retirement 2065 Common Collective Trus t | Common Collective Trusts | — | — | $22.5M | 0.3% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $22.5M | 0.3% | |
| Ha rding Loevner Interna tiona l Equity Cla s A Common Col lective Trus t | Common Collective Trusts | — | — | $19.1M | 0.2% | |
| HRDG LVNR INTL EQ A GLOBAL TRUST COMPANY · EIN 27-6075499 / PN 003 | Common Collective Trust | — | — | $19.1M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
