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Original filing (PDF)20250926133706NAL0004038627001
THE MITRE CORPORATION
Form 5500
FILING_RECEIVED
THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN
403(b) retirement plan
Active participants
12,114
Accounts w/ balance
17,665
Plan assets (EOY)
$5.1B
Net assets (EOY)
$5.1B
How this plan invests
This plan
1 pooled trust
Schedule D
100 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MITRE CORPORATION.
Plan sponsor
Name
THE MITRE CORPORATION
EIN
04-2239742
Address
MS - N655 - TAX · 7515 COLSHIRE DR · MCLEAN, VA · 22102
Phone
(781) 271-7842
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
THE MITRE CORPORATION
EIN
04-2239742
City
BEDFORD, MA
Phone
(781) 271-7842
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2G · Total participant-directed accounts
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $512K | — |
| TIAA | 13-1624203 | — | RECORDKEEPER | $163K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | 04-2654524 | — | ADVISOR | $456K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, LLP | 13-5381590 | — | ACCOUNTING/AUDIT | $41K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS | 26-0058143 | — | PLAN SPONSOR | $49K | — |
Investments
99 direct securities · 1 pooled fund· $5.1B(100% of reported assets)
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.
Uncategorized
$5.1B
97 holdings
Pooled Separate Account
$38.8M
1 holding
Mutual Funds
$9.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX | — | — | — | $615.6M | 12.0% | |
| Self-Directed Brokerage Accounts * Fidelity Brokerage Link | — | — | — | $327.6M | 6.4% | |
| Fidelity FID FREEDOM 2030 K6 | — | — | — | $290.9M | 5.7% | |
| Traditional Annuity Contracts * TIAA and CREF TIAA Traditional Non Benefit Responsive | — | — | — | $282.9M | 5.5% | |
| Fidelity FID GROWTH CO K6 | — | — | — | $281.8M | 5.5% | |
| Fidelity FID FREEDOM 2035 K6 | — | — | — | $234.1M | 4.6% | |
| Fidelity FID FREEDOM 2025 K6 | — | — | — | $232.4M | 4.5% | |
| College Retirement Equities Fund CREF Stock R3 | — | — | — | $223.9M | 4.4% | |
| Fidelity FID FREEDOM 2040 K6 | — | — | — | $170.6M | 3.3% | |
| Fidelity FID FREEDOM 2045 K6 | — | — | — | $155.6M | 3.0% | |
| TIAA and CREF TIAA Traditional Benefit Responsive | — | — | — | $155.3M | 3.0% | |
| Vanguard VANG TREASURY MM | — | — | — | $107.5M | 2.1% | |
| Fidelity FID FREEDOM 2020 K6 | — | — | — | $107.4M | 2.1% | |
| Fidelity FID FREEDOM 2050 K6 | — | — | — | $100.7M | 2.0% | |
| Fidelity FID OTC K6 | — | — | — | $95.3M | 1.9% | |
| Fidelity FID TOTAL INTL IDX | — | — | — | $93.2M | 1.8% | |
| Fidelity FID MID CAP IDX | — | — | — | $80.8M | 1.6% | |
| Fidelity FID US BOND IDX | — | — | — | $77.0M | 1.5% | |
| College Retirement Equities Fund CREF Growth R3 | — | — | — | $73.5M | 1.4% | |
| Fidelity FID FREEDOM 2055 K6 | — | — | — | $68.9M | 1.3% | |
| Vanguard Inst Idx Inst | — | — | — | $59.0M | 1.2% | |
| JPMorgan JPM EQUITY INCOME R6 | — | — | — | $58.5M | 1.1% | |
| PGIM, Inc. PGIM TOTAL RTN BD R6 | — | — | — | $58.0M | 1.1% | |
| Traditional Annuity Trusts - Benefit Responsive * Met Life METLIFE FIXED-OLD | — | — | — | $57.7M | 1.1% | |
| Fidelity FID FREEDOM 2060 K6 | — | — | — | $54.8M | 1.1% | |
| Fidelity FID FREEDOM 2015 K6 | — | — | — | $53.5M | 1.0% | |
| Fidelity FID SM CAP IDX | — | — | — | $53.1M | 1.0% | |
| Fidelity FID EMERGING MKTS K | — | — | — | $41.6M | 0.8% | |
| TIAA REAL ESTATE TIAA · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $38.8M | 0.8% | |
| College Retirement Equities Fund CREF Global Equities R3 | — | — | — | $38.3M | 0.7% | |
| College Retirement Equities Fund CREF Equity Index R3 | — | — | — | $36.9M | 0.7% | |
| Fidelity FID INTL CAP APPR K6 | — | — | — | $36.7M | 0.7% | |
| MFS Investment Management MFS GROWTH R6 | — | — | — | $33.3M | 0.6% | |
| Nuveen Lifecycle 2025 R6 | — | — | — | $33.2M | 0.6% | |
| Nuveen Lifecycle 2030 R6 | — | — | — | $28.6M | 0.6% | |
| Nuveen Lifecycle 2035 R6 | — | — | — | $28.0M | 0.5% | |
| Invesco INVS DISC MDCP GR R6 | — | — | — | $28.0M | 0.5% | |
| Parnassus CORE EQ IS | — | — | — | $27.4M | 0.5% | |
| TIAA and CREF TIAA Traditional Benefit Responsive 2 | — | — | — | $27.2M | 0.5% | |
| Fidelity FID FREEDOM 2010 K6 | — | — | — | $26.1M | 0.5% | |
| Fidelity FID SMALL CAP GR K6 | — | — | — | $25.8M | 0.5% | |
| College Retirement Equities Fund CREF Social Choice R3 | — | — | — | $25.6M | 0.5% | |
| Nuveen Lifecycle 2040 R6 | — | — | — | $25.1M | 0.5% | |
| Fidelity FID INFL PR BD IDX | — | — | — | $24.3M | 0.5% | |
| Nuveen Lifecycle 2045 R6 | — | — | — | $22.8M | 0.4% | |
| PGIM, Inc. PGIM HIGH YIELD R6 | — | — | — | $22.8M | 0.4% | |
| Fidelity FID FREEDOM 2065 K6 | — | — | — | $21.2M | 0.4% | |
| Vanguard Ttl Bd Mkt Idx Inst | — | — | — | $20.8M | 0.4% | |
| CREF Stock R4 | — | — | — | $18.0M | 0.4% | |
| College Retirement Equities Fund CREF Money Market R3 | — | — | — | $17.9M | 0.3% | |
| Nuveen Lifecycle 2020 R6 | — | — | — | $17.9M | 0.3% | |
| Vanguard Ttl Intl Stk Idx Inst | — | — | — | $17.5M | 0.3% | |
| College Retirement Equities Fund CREF Core Bond R3 | — | — | — | $17.2M | 0.3% | |
| JPMorgan Equity Inc Fd Cla R6 | — | — | — | $16.3M | 0.3% | |
| Allspring AS SPL MID CP VAL R6 | — | — | — | $15.4M | 0.3% | |
| Vanguard Small-Cap Idx Inst | — | — | — | $15.4M | 0.3% | |
| 10% - | — | — | — | $15.3M | 0.3% | |
| Nuveen Lifecycle 2010 R6 | — | — | — | $13.3M | 0.3% | |
| MFS Investment Management MFS Intl Diversification Cl R6 | — | — | — | $13.2M | 0.3% | |
| Nuveen Lifecycle 2050 R6 | — | — | — | $12.6M | 0.2% | |
| Vanguard Mid-Cap Idx Inst | — | — | — | $11.8M | 0.2% | |
| College Retirement Equities Fund CREF Inflation-Linked Bond R3 | — | — | — | $11.7M | 0.2% | |
| Nuveen Lifecycle 2015 R6 | — | — | — | $11.0M | 0.2% | |
| Fidelity FID FREEDOM INC K6 | — | — | — | $10.4M | 0.2% | |
| C&S REAL ESTATE Z | — | — | — | $10.2M | 0.2% | |
| TIAA and CREF TIAA Traditional Non Benefit Responsive 2 | — | — | — | $8.9M | 0.2% | |
| Met Life METLIFE FIXED-NEW | — | — | — | $7.6M | 0.1% | |
| Vanguard Infl Protect Sec Inst | — | — | — | $6.9M | 0.1% | |
| TIAA-CREF Self Directed Acct | — | — | — | $6.8M | 0.1% | |
| Nuveen Lifecycle 2055 R6 | Mutual Funds | — | — | $6.7M | 0.1% | |
| Nuveen Real Est Sec Sel R6 | — | — | — | $6.2M | 0.1% | |
| PGIM, Inc. PGIM High Yield R6 | — | — | — | $6.1M | 0.1% | |
| MFS Investment Management MFS Growth Fund Class R6 | — | — | — | $5.9M | 0.1% | |
| Vanguard Treasury MoneyMkt Inv | — | — | — | $5.1M | 0.1% | |
| Comptoir Group PLC COM STOCK | — | — | — | $5.0M | <0.1% | |
| Allspring AS SPL SM CAP VAL R6 | — | — | — | $4.4M | <0.1% | |
| Parnassus Core Eq Fd Investor | — | — | — | $3.7M | <0.1% | |
| Nuveen Lifecycle 2060 R6 | — | — | — | $3.5M | <0.1% | |
| MassMutual Small Cap Gr Eq I | — | — | — | $3.5M | <0.1% | |
| Allspring Spec Mid Cap Val R6 | Mutual Funds | — | — | $3.2M | <0.1% | |
| PGIM, Inc. PGIM Total Return Bond R6 | — | — | — | $2.7M | <0.1% | |
| Invesco Discovery Mid Cp Gr R6 | — | — | — | $2.5M | <0.1% | |
| American Funds American Funds New World R6 | — | — | — | $2.3M | <0.1% | |
| Equitable EQ/MODERAT | — | — | — | $1.8M | <0.1% | |
| Allspring Spec SmallCap Val R6 | — | — | — | $1.7M | <0.1% | |
| Equitable EQ MONEY M | — | — | — | $892K | <0.1% | |
| Equitable MM AGGRES | — | — | — | $223K | <0.1% | |
| Equitable EQ/INT.GOV | — | — | — | $203K | <0.1% | |
| Nuveen Lifecycle 2065 R6 | — | — | — | $146K | <0.1% | |
| Nuveen Lifecycle Ret Inc R6 | — | — | — | $122K | <0.1% | |
| Equitable EQUITY 500 | — | — | — | $83K | <0.1% | |
| Equitable EQ/LRG VAL | — | — | — | $51K | <0.1% | |
| Equitable 1290 VT SM | — | — | — | $46K | <0.1% | |
| Met Life MET POLICY CREDIT | — | — | — | $23K | <0.1% | |
| Fidelity FID FREEDOM 2070 K6 | — | — | — | $18K | <0.1% | |
| Comptoir Group PLC MM TECHNOL | — | — | — | $16K | <0.1% | |
| Equitable EQ/CORE PL | — | — | — | $15K | <0.1% | |
| Variable Annuity Contracts * College Retirement Equities Fund EQ/INTL EQ | — | — | — | $14K | <0.1% | |
| Equitable GUARANTEED | — | — | — | $14K | <0.1% | |
| Equitable EQ/INTL VA | — | — | — | $3K | <0.1% |