Vanessa Brown signed WGBH Educational Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WGBH Educational Foundation's EIN is 04-2104397.
Download the official 2024 Form 5500 (PDF) for WGBH Educational Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WGBH Educational Foundation's plan includes profit-sharing, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENT INST. OPERATION | 04-3532603 | — | RECORDKEEPING | $190K | — |
| TIAA-CREF | 13-1624203 | — | CONTRACT | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISOR |
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 Non Benefit-Responsive Account Guaranteed insurance contract | Mutual Funds | — | — | $46.9M | 13.0% | |
| CREF Stock R2 Variable annuity contract | Mutual Funds | — | — | $46.3M | 12.8% | |
| Putnam Large Cap Growth R6 Fund " | Mutual Funds | — | — | $43.2M | 12.0% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $21.2M | 5.9% | |
| CREF Growth R2 " | Mutual Funds | — | — | $14.2M | 3.9% | |
| Vanguard 500 Index Fund " | Common Collective Trusts | — | — | $13.1M | 3.6% | |
| State Street Target Retirement 2040 K Fund " | Other securities | — | — | $12.4M | 3.4% | |
| State Street Target Retirement 2035 K Fund " | Other securities | — | — | $11.8M | 3.3% | |
| TIAA Traditional Benefit-Responsive Guaranteed insurance contract | Mutual Funds | — | — | $11.3M | 3.1% | |
| CREF Social Choice R2 " | Mutual Funds | — | — | $9.8M | 2.7% | |
| State Street Target Retirement 2030 K Fund " | Other securities | — | — | $8.8M | 2.4% | |
| JPMorgan Equity Income Fund Class R6 " | Other securities | — | — | $7.8M | 2.2% | |
| State Street Target Retirement 2025 K Fund " | Other securities | — | — | $7.1M | 2.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $6.3M | 1.8% | |
| CREF Global Equities R2 " | Mutual Funds | — | — | $6.0M | 1.7% | |
| State Street Target Retirement 2050 K Fund " | Other securities | — | — | $5.9M | 1.6% | |
| Vanguard Small-Cap Index Fund " | Common Collective Trusts | — | — | $5.9M | 1.6% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $5.9M | 1.6% | |
| State Street Target Retirement 2055 K Fund " | Other securities | — | — | $5.2M | 1.4% | |
| Vanguard Total Bond Market Index Fund " | Common Collective Trusts | — | — | $5.1M | 1.4% | |
| CREF Equity Index R2 " | Common Collective Trusts | — | — | $5.0M | 1.4% | |
| State Street Target Retirement 2045 K Fund " | Other securities | — | — | $4.6M | 1.3% | |
| Vanguard Total International Stock Index Adm Fund " | Mutual Funds | — | — | $4.4M | 1.2% | |
| Fidelity Government Money Market Fund " ** 160 * Fidelity Balanced K Fund " | Mutual Funds | — | — | $4.2M | 1.2% | |
| State Street Target Retirement 2020 K Fund " | Other securities | — | — | $4.1M | 1.1% | |
| MFS International Growth R6 Fund " | Mutual Funds | — | — | $4.1M | 1.1% | |
| Fidelity US Bond Index Fund " | Common Collective Trusts | — | — | $3.8M | 1.1% | |
| BlackRock High Yield Class K Fund " | Other securities | — | — | $3.4M | 0.9% | |
| Pioneer Bond K Fund " | Other securities | — | — | $3.1M | 0.9% | |
| Vanguard Mid-Cap Index Fund " | Common Collective Trusts | — | — | $3.0M | 0.8% | |
| Vanguard Federal Money Market Fund " | Mutual Funds | — | — | $2.8M | 0.8% | |
| State Street Target Retirement 2060 K Fund " | Other securities | — | — | $2.8M | 0.8% | |
| PIMCO Real Return Fund " | Mutual Funds | — | — | $2.5M | 0.7% | |
| Invesco Developing Markets R6 Fund " | Mutual Funds | — | — | $1.9M | 0.5% | |
| Fidelity Global ex US Index Fund " | Common Collective Trusts | — | — | $1.8M | 0.5% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $1.8M | 0.5% | |
| American Century Mid Cap Value Fund Class R6 " | Other securities | — | — | $1.7M | 0.5% | |
| DFA US Targeted Value Portfolio Fund Mutual fund | Mutual Funds | — | — | $1.7M | 0.5% | |
| CREF Core Bond R2 " | Mutual Funds | — | — | $1.6M | 0.4% | |
| Vanguard Explorer Fund " | Mutual Funds | — | — | $1.4M | 0.4% | |
| State Street Target Retirement K Fund " | Other securities | — | — | $1.2M | 0.3% | |
| CREF Money Market R2 " | Mutual Funds | — | — | $1.2M | 0.3% | |
| Fidelity Brokeragelink Self-directed brokerage account | Self-Directed Brokerage | — | — | $927K | 0.3% | |
| Vanguard Emerging Market Stock Index Adm Fund " | Mutual Funds | — | — | $692K | 0.2% | |
| Carillon Eagle Mid Cap Growth R6 Fund " | Other securities | — | — | $646K | 0.2% | |
| Invesco International Small-Mid Co R6 Fund " | Mutual Funds | — | — | $643K | 0.2% | |
| CREF Inflation-Linked Bond R2 " | Mutual Funds | — | — | $612K | 0.2% | |
| BWGLOBAL Global Opps Bd IS " | Other securities | — | — | $510K | 0.1% | |
| DFA International Value Portfolio Fund " | Mutual Funds | — | — | $482K | 0.1% | |
| State Street Target Retirement 2065 K Fund " | Other securities | — | — | $245K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-1434504 |
| — |
| INV. ADVISORY |
| $38K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER | 04-3499945 | — | LEGAL | $23K | — |
