Kathryn Link signed Woods HOLE Oceanographic Institution's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Woods HOLE Oceanographic Institution's EIN is 04-2105850.
Download the official 2024 Form 5500 (PDF) for Woods HOLE Oceanographic Institution from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Woods HOLE Oceanographic Institution's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACADIAN EMERGING MARKETS II | 26-3368395 | — | NONE | $40K | — |
| CLIFTON GROUP PARAMETRIC | 20-0292745 | — | NONE | $27K | — |
| BAREES CAPITAL MANAGEMENT | 74-2961140 | — | NONE | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO LONG TERM CREDIT BOND FU Mutual Fund | U.S. Treasuries | — | $24.7M | $22.5M | 11.6% | |
| VANGUARD LONG TERM TREASURY ET Exchange Traded Fund | Mutual Funds | — | $21.0M | $16.9M | 8.7% | |
| STATE STREET BANK & TRUST CO Money Market Fund | Cash / Money Market | — | $9.1M | $9.1M | 4.7% | |
| CROWN GLOBAL SECONDARIES V Private Equity | Other securities | — | $4.4M | $6.5M | 3.4% | |
| TWO SIGMA INT CORE FD LP Private Equity | Other securities | — | $5.0M | $6.4M | 3.3% | |
| JUNTO OFFSHORE FD LTD Hedge Fund | Common Stocks | — | $3.6M | $6.0M | 3.1% | |
| KLCP ERISA FUND E2 (US) Private Equity | Other securities | — | $4.0M | $5.9M | 3.1% | |
| ELLIOT INT LTD 8TH COMM. Hedge Fund | Common Stocks | — | $4.2M | $5.4M | 2.8% | |
| HBK MULTI STRATEGY OFF FD LTD Hedge Fund | Common Stocks | — | $2.8M | $5.3M | 2.7% | |
| IFP GLOBAL EQUITY LP Commingled Fund | Common Collective Trusts | — | $4.1M | $4.9M | 2.5% | |
| LCM PARTNER COPS 4 (USD) Private Equity | Other securities | — | $3.9M | $4.8M | 2.5% | |
| BLUE TORCH CR OPP FD II LP Private Equity | Other securities | — | $3.2M | $4.3M | 2.2% | |
| ACADIAN EMERGING MARKETS II Commingled Fund | Common Collective Trusts | — | $2.9M | $4.3M | 2.2% | |
| THE CHILDRENS INVT FD Hedge Fund | Other securities | — | $1.9M | $3.9M | 2.0% | |
| BLUE OWL ASSET INCOME FD(CAY)V Private Equity | Other securities | — | $2.7M | $3.9M | 2.0% | |
| 400 CAPITAL ASSET BASED OFF Term Fund III Private Equity | Other securities | — | $2.5M | $3.6M | 1.9% | |
| THINK INVESTMENTS OFFSHORE LTD Hedge Fund | Common Stocks | — | $177K | $3.3M | 1.7% | |
| SENATOR GLOBAL OPP OS FD II Hedge Fund | Other securities | — | $1.3M | $3.2M | 1.7% | |
| CAT ROCK CAPITAL PARTNERS LTD Hedge Fund | Common Stocks | — | $1.4M | $3.2M | 1.6% | |
| RIVERSIDE STRATEGIC CAPITAL FU Private Equity | Other securities | — | $1.9M | $3.1M | 1.6% | |
| ARTISAN FDS INC Mutual Fund | Common Stocks | — | $2.1M | $2.7M | 1.4% | |
| FORTRESS CREDIT OPP V Private Equity | Other securities | — | $1.7M | $2.7M | 1.4% | |
| TIGER GLOBAL LONG OPPOR Commingled Fund | Common Collective Trusts | — | $1.8M | $2.6M | 1.4% | |
| SOROBAN CAYMAN FUND, LTD. Hedge Fund | Common Stocks | — | $984K | $2.4M | 1.3% | |
| CRAYHILL PRINCIPAL STRATEGIES FD III Private Equity | Other securities | — | $1.8M | $2.3M | 1.2% | |
| CAMBER CAPITAL O.SHORE FD LTD Hedge Fund | Common Stocks | — | $1.5M | $2.3M | 1.2% | |
| GOF II FEEDER B, LP Private Equity | Other securities | — | $585K | $2.2M | 1.1% | |
| BALANCE POINT CAP PARTNERS V Private Equity | Other securities | — | $1.5M | $2.0M | 1.0% | |
| STEPSTONE VC SECONDARIES V LP Private Equity | Other securities | — | $1.9M | $2.0M | 1.0% | |
| OCP ASIA FUND III LP Private Equity | Other securities | — | $1.1M | $1.8M | 1.0% | |
| INDABA CAPITAL PARTNERS, LP Hedge Fund | Other securities | — | $167K | $1.8M | 0.9% | |
| PARK PRESIDIO CAPITAL Hedge Fund | Other securities | — | $1.1M | $1.7M | 0.9% | |
| CASTLELAKE V LP Private Equity | Other securities | — | $72K | $1.7M | 0.9% | |
| KLCP ERISA FUND E III LP Hedge Fund | Other securities | — | $1.5M | $1.7M | 0.9% | |
| ICAPITAL LEXINGTON CAP PTNRS X Private Equity | Other securities | — | $1.4M | $1.7M | 0.9% | |
| PZENA US BST IDEA Commingled Fund | Common Collective Trusts | — | $50K | $1.6M | 0.8% | |
| WILSHIRE BRIDGEWATER ALPHA FND Hedge Fund | Other securities | — | $1.5M | $1.6M | 0.8% | |
| JPMCB US Active Private Equity | Other securities | — | $1.5M | $1.5M | 0.8% | |
| FORTRESS LENDING FUND III A Private Equity | Other securities | — | $1.0M | $1.5M | 0.8% | |
| AETOS CAPITAL OPPORTUNITIES CA LP Private Equity | Other securities | — | $1.0M | $1.4M | 0.7% | |
| OCP ASIA FUND IV LP Private Equity | Other securities | — | $903K | $1.4M | 0.7% | |
| 400 CAPITAL ASSET BASED OFF Term Fund II Private Equity | Other securities | — | $162K | $1.4M | 0.7% | |
| ORBIS LP S Commingled Fund | Common Collective Trusts | — | $802K | $1.3M | 0.7% | |
| CYRUS OPPORTUNITIES FD II Hedge Fund | Other securities | — | $2.1M | $1.3M | 0.7% | |
| CRAYHILL PRINCIPAL STRATEGIES FD III Private Equity | Other securities | — | $1.1M | $1.1M | 0.6% | |
| BALANCE POINT CAPITAL PART III Private Equity | Other securities | — | $261K | $1.1M | 0.6% | |
| GOF III FEEDER B, LP Private Equity | Other securities | — | $1.1M | $1.0M | 0.5% | |
| MATRIX CAPITAL MGNMT FUND LP Hedge Fund | Other securities | — | $442K | $1.0M | 0.5% | |
| AC CARBON CAYMAN LP Private Equity | Other securities | — | $1.0M | $989K | 0.5% | |
| BLUE TORCH OFF OPP FUND III LP Private Equity | Other securities | — | $874K | $962K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | 04-3515240 | — | NONE | $480K | — |
| WILLIS TOWERS WATSON US LLC | 53-0018129 | — | NONE | $427K | — |
| CBIZ CPAS | 43-1947695 | — | NONE | $93K | — |
| STATE STREET BANK | 04-1867445 | — | NONE | $54K | — |
| HS MANAGEMENT | 26-0335469 | — | NONE | $42K | — |
