Bancroft School's EIN is 04-2103861.
Download the official 2023 Form 5500 (PDF) for Bancroft School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Bancroft School's plan includes a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 Annuity, non-benefit responsive | Mutual Funds | — | — | $7.9M | 25.7% | |
| TIAA CREF Stock (6,340) | Mutual Funds | — | — | $5.4M | 17.5% | |
| TIAA CREF Global Equities (4,984 units) | Mutual Funds | — | — | $1.6M | 5.2% | |
| TIAA CREF Growth (3,012 units) | Mutual Funds | — | — | $1.4M | 4.7% | |
| TIAA CREF Equity Index (2,951 units) | Common Collective Trusts | — | — | $1.4M | 4.4% | |
| Nuveen S&P 500 Index (15,843 units) | Common Collective Trusts | — | — | $950K | 3.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $930K | 3.0% | |
| TIAA CREF Core Bond (6,750 units) | Mutual Funds | — | — | $868K | 2.8% | |
| Vanguard Target Retirement 2035 (32,918 units) | Mutual Funds | — | — | $778K | 2.5% | |
| Nuveen International Equity Index (31,080 units) | Common Collective Trusts | — | — | $717K | 2.3% | |
| TIAA CREF Social Choice (2,004 units) | Mutual Funds | — | — | $701K | 2.3% | |
| Vanguard Target Retirement 2045 (23,258 units) | Mutual Funds | — | — | $673K | 2.2% | |
| Vanguard Target Retirement 2040 (14,874 units) | Mutual Funds | — | — | $629K | 2.0% | |
| TIAA CREF Money Market (14,635 units) | Mutual Funds | — | — | $417K | 1.3% | |
| Vanguard Target Retirement 2050 (8,222 units) | Mutual Funds | — | — | $398K | 1.3% | |
| TIAA CREF Inflation-Linked Bond (4,826 units) | Mutual Funds | — | — | $392K | 1.3% | |
| Nuveen TIAA-CREF Large Cap Responsible Equity (13,252 units) | Mutual Funds | — | — | $381K | 1.2% | |
| Vanguard Target Retirement 2025 (17,056 units) | Mutual Funds | — | — | $330K | 1.1% | |
| Vanguard Mid Cap Index (1,044 units) | Mutual Funds | — | — | $313K | 1.0% | |
| Vanguard Target Retirement 2030 (8,083 units) | Mutual Funds | — | — | $304K | 1.0% | |
| TIAA Traditional Annuity, benefit responsive | Mutual Funds | — | — | $302K | 1.0% | |
| Vanguard Small Cap Index (2,843 units) | Mutual Funds | — | — | $297K | 1.0% | |
| TIAA Access Large-Cap Value (3,838 units) | Mutual Funds | — | — | $288K | 0.9% | |
| TIAA Access Intl Equity (6,891 units) | Mutual Funds | — | — | $283K | 0.9% | |
| Vanguard Total Bond Market (28,615 units) | Mutual Funds | — | — | $271K | 0.9% | |
| TIAA Access Quantity Small Cap Equity (2,322 units) | Mutual Funds | — | — | $201K | 0.7% | |
| TIAA Access Lifecycle 2040 (2,580 units) | Mutual Funds | — | — | $193K | 0.6% | |
| DFA Real Estate Sec Port Inst (4,715 units) | Mutual Funds | — | — | $180K | 0.6% | |
| TIAA Access Mid-Cap Value (2,279 units) | Mutual Funds | — | — | $169K | 0.5% | |
| Vanguard Target Retirement 2055 (2,961 units) | Mutual Funds | — | — | $160K | 0.5% | |
| TIAA Access Lifecycle 2045 (2,034 units) | Mutual Funds | — | — | $153K | 0.5% | |
| Vanguard Federal Money Market (152,670 units) | Mutual Funds | — | — | $153K | 0.5% | |
| TIAA Access Social Choice Equity (1,366 units) | Mutual Funds | — | — | $153K | 0.5% | |
| TIAA Access Lifecycle 2035 (2,026 units) | Mutual Funds | — | — | $140K | 0.5% | |
| TIAA Access Core Equity (942 units) | Mutual Funds | — | — | $135K | 0.4% | |
| TIAA Access Small-Cap Balanced Index (1,691 units) | Mutual Funds | — | — | $130K | 0.4% | |
| TIAA Access Real Estate Securities (2,466 units) | Mutual Funds | — | — | $123K | 0.4% | |
| TIAA Access Large-Cap Growth (683 units) | Mutual Funds | — | — | $119K | 0.4% | |
| Vanguard Inflation Protect (5,038 units) | Mutual Funds | — | — | $115K | 0.4% | |
| Vanguard Target Retirement 2060 (2,012 units) | Mutual Funds | — | — | $100K | 0.3% | |
| TIAA Access Lifecycle 2025 (1,424 units) | Mutual Funds | — | — | $88K | 0.3% | |
| TIAA Access Lifecycle 2030 (1,218 units) | Mutual Funds | — | — | $79K | 0.3% | |
| TIAA Access Equity Index (653 units) | Common Collective Trusts | — | — | $77K | 0.3% | |
| TIAA Access Lifecycle 2055 (903 units) | Mutual Funds | — | — | $68K | 0.2% | |
| TIAA Access Mid-Cap Growth (769 units) | Mutual Funds | — | — | $66K | 0.2% | |
| TIAA Access Lifecycle 2050 (748 units) | Mutual Funds | — | — | $56K | 0.2% | |
| TIAA Access Lifecycle 2010 (806 units) | Mutual Funds | — | — | $45K | 0.1% | |
| TIAA Access Lifecycle 2060 (690 units) | Mutual Funds | — | — | $36K | 0.1% | |
| Vanguard Target Retirement 2065 (1,102 units) | Mutual Funds | — | — | $36K | 0.1% | |
| TIAA Access Core Bond Plus (651 units) | Mutual Funds | — | — | $27K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
