Eric Malloy signed Allen Chase Foundation DBA Eaglebrook School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allen Chase Foundation DBA Eaglebrook School's EIN is 04-2108341.
Download the official 2023 Form 5500 (PDF) for Allen Chase Foundation DBA Eaglebrook School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Allen Chase Foundation DBA Eaglebrook School's plan includes a 403(b) annuity, ERISA 404(c) participant direction, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-CREF | 13-1624203 | — | RECORDKEEPER | $375 | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF Stock R1 | Mutual Funds | — | — | $9.0M | 20.5% | |
| TIAA Traditional Non-Benefit-Responsive | Mutual Funds | — | — | $7.0M | 15.9% | |
| CREF Growth R1 | Mutual Funds | — | — | $3.7M | 8.5% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $3.0M | 6.9% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $1.9M | 4.3% | |
| American Funds 2030 Target R4 | Mutual Funds | — | — | $1.8M | 4.0% | |
| American Funds 2045 Target R4 | Mutual Funds | — | — | $1.5M | 3.4% | |
| CREF Money Market R1 | Mutual Funds | — | — | $1.4M | 3.2% | |
| American Funds 2035 Target R4 | Mutual Funds | — | — | $1.3M | 3.0% | |
| American Funds 2040 Target R4 | Mutual Funds | — | — | $1.3M | 2.9% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $1.1M | 2.5% | |
| American Funds 2025 Target R4 | Mutual Funds | — | — | $945K | 2.1% | |
| American Funds 2055 Target R4 | Mutual Funds | — | — | $864K | 2.0% | |
| TIAA Stable Value Benefit-Responsive | Stable Value | — | — | $789K | 1.8% | |
| American Funds 2050 Target R4 | Mutual Funds | — | — | $740K | 1.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $706K | 1.6% | |
| American Funds 2020 Target R4 | Mutual Funds | — | — | $673K | 1.5% | |
| TIAA Traditional Benefit-Responsive | Mutual Funds | — | — | $673K | 1.5% | |
| T Rowe Price Value | Mutual Funds | — | — | $669K | 1.5% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $596K | 1.4% | |
| Victory RS Global Fund Cl R6 | Other securities | — | — | $558K | 1.3% | |
| Nuveen Internatl Eq Idx Retire | Common Collective Trusts | — | — | $544K | 1.2% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $422K | 1.0% | |
| AB Large Cap Growth Fund Adv | Other securities | — | — | $413K | 0.9% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $381K | 0.9% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $371K | 0.8% | |
| American Funds 2015 Target R4 | Mutual Funds | — | — | $263K | 0.6% | |
| Nuveen Money Market Premier | Mutual Funds | — | — | $254K | 0.6% | |
| American Funds 2060 Target R4 | Mutual Funds | — | — | $229K | 0.5% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $182K | 0.4% | |
| American Funds 2010 Target R4 | Mutual Funds | — | — | $144K | 0.3% | |
| MFS Mid Cap Value Class R4 | Mutual Funds | — | — | $132K | 0.3% | |
| MFS Research International R6 | Mutual Funds | — | — | $131K | 0.3% | |
| Janus Henderson Venture Fund I | Mutual Funds | — | — | $95K | 0.2% | |
| Participant Loans | Participant loans | — | — | $82K | 0.2% | |
| GSF Sm Cap Val Insights Instl | Other securities | — | — | $80K | 0.2% | |
| JPMorgan Mid Cap Growth Cl R5 | Other securities | — | — | $69K | 0.2% | |
| Parnassus Value Equity Inv | Other securities | — | — | $43K | <0.1% | |
| American Funds 2065 Tar Ret R4 | Mutual Funds | — | — | $28K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
