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Original filing (PDF)20251001152942NAL0016317312001
DANA-FARBER CANCER INSTITUTE, INC.
Form 5500
FILING_RECEIVED
DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
6 service providers
Active participants
6,039
Accounts w/ balance
9,898
Plan assets (EOY)
$930.2M
Net assets (EOY)
$930.2M
How this plan invests
This plan
1 pooled trust
Schedule D
65 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 (4 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DANA-FARBER CANCER INSTITUTE, INC..
Plan sponsor
Name
DANA-FARBER CANCER INSTITUTE, INC.
EIN
04-2263040
Address
450 BROOKLINE AVE · BOSTON, MA · 022155418
Phone
(617) 632-3052
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $141K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $85K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS | 26-0058143 | — | NONE | $33K | — |
| DANA-FARBER CANCER INSTITUTE | 04-2263040 | — | PLAN SPONSOR | $26K | — |
| CARON & BLETZER, PLLC | 04-3499945 | — | NONE | $25K | — |
| TIAA | 13-1624203 | — | NONE | $23K | — |
Investments
64 direct securities · 1 pooled fund· $930.2M(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
$924.8M
64 holdings
Pooled Separate Account
$5.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund K6 " | — | — | — | $134.9M | 14.5% | |
| Fidelity 500 Index Fund " | — | — | — | $88.1M | 9.5% | |
| Fidelity Freedom 2040 Fund K6 " | — | — | — | $61.6M | 6.6% | |
| Fidelity Freedom 2035 Fund K6 " | — | — | — | $56.9M | 6.1% | |
| Fidelity Freedom 2050 Fund K6 " | — | — | — | $49.7M | 5.3% | |
| Fidelity Freedom 2045 Fund K6 " | — | — | — | $49.5M | 5.3% | |
| Fidelity Freedom 2030 Fund K6 " | — | — | — | $48.6M | 5.2% | |
| CREF Stock R2 Variable annuity contract | — | — | — | $42.0M | 4.5% | |
| Fidelity Freedom 2025 Fund K6 " | — | — | — | $33.6M | 3.6% | |
| Fidelity Freedom 2055 Fund K6 " | — | — | — | $29.1M | 3.1% | |
| TIAA Traditional Non Benefit Responsive Guaranteed insurance contract | — | — | — | $27.4M | 2.9% | |
| Fidelity Gov't Money Market Institutional Fund " | — | — | — | $26.4M | 2.8% | |
| Fidelity Freedom 2020 Fund K6 " | — | — | — | $22.6M | 2.4% | |
| CREF Equity Index R2 " | — | — | — | $18.7M | 2.0% | |
| Fidelity Freedom 2060 Fund K6 " | — | — | — | $16.5M | 1.8% | |
| American Fund EuroPacific Growth Fund R6 " | — | — | — | $15.5M | 1.7% | |
| Fidelity Gov't Money Market Premium Fund " ** 19 * Fidelity Total Bond K6 " | — | — | — | $15.5M | 1.7% | |
| BlackRock Equity Dividend K Fund " | — | — | — | $12.0M | 1.3% | |
| JPMorgan Mid Cap Value Fund R6 " | — | — | — | $11.4M | 1.2% | |
| JPMorgan Small Cap Equity Fund R6 " | — | — | — | $11.4M | 1.2% | |
| Fidelity Low Priced Stock Fund K6 " | — | — | — | $10.8M | 1.2% | |
| Fidelity International Index Fund " | — | — | — | $10.6M | 1.1% | |
| T.Rowe Price Institutional Mid-Cap Equity Growth Fund Mutual fund | — | — | — | $9.6M | 1.0% | |
| Fidelity Extended Market Index Fund " | — | — | — | $6.5M | 0.7% | |
| TIAA Traditional Non Benefit Responsive 2 " | — | — | — | $6.4M | 0.7% | |
| Fidelity US Bond Index Fund " | — | — | — | $6.0M | 0.6% | |
| CREF Social Choice R2 " | — | — | — | $5.8M | 0.6% | |
| Vanguard FTSE Social Index IS Fund " | — | — | — | $5.8M | 0.6% | |
| American Fund New World Fund R6 " | — | — | — | $5.7M | 0.6% | |
| CREF Growth R2 " | — | — | — | $5.5M | 0.6% | |
| CREF Stock R4 " | — | — | — | $5.5M | 0.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.5M | 0.6% | |
| MFS Massachusetts Investors Growth Stock Fund R6 " | — | — | — | $5.4M | 0.6% | |
| Fidelity Capital & Income Fund " | — | — | — | $5.3M | 0.6% | |
| CREF Equity Index R4 " | — | — | — | $5.3M | 0.6% | |
| CREF Money Market R2 " | — | — | — | $4.7M | 0.5% | |
| Vanguard Extended Market Index Fund Inst " | — | — | — | $4.4M | 0.5% | |
| Fidelity Freedom 2065 Fund K6 " | — | — | — | $4.3M | 0.5% | |
| Fidelity Freedom 2015 Fund K6 " | — | — | — | $3.7M | 0.4% | |
| PIMCO Real Return Inst Fund " | — | — | — | $3.7M | 0.4% | |
| Nuveen Lifecycle 2025 Fund R6 " | — | — | — | $3.7M | 0.4% | |
| CREF Global Equities R2 " | — | — | — | $3.4M | 0.4% | |
| Vanguard Developed Markets Index Fund Adm " | — | — | — | $3.0M | 0.3% | |
| Nuveen Lifecycle 2030 Fund R6 " | — | — | — | $2.6M | 0.3% | |
| CREF Core Bond R2 " | — | — | — | $2.6M | 0.3% | |
| BlackRock Total Return K " | — | — | — | $2.5M | 0.3% | |
| Nuveen Lifecycle 2020 Fund R6 " | — | — | — | $2.1M | 0.2% | |
| Cohen & Steers Institutional Realty Fund " | — | — | — | $2.0M | 0.2% | |
| Fidelity Freedom Income Fund K6 " | — | — | — | $2.0M | 0.2% | |
| Fidelity Freedom 2010 Fund K6 " | — | — | — | $1.7M | 0.2% | |
| CREF Inflation-Linked Bond R2 " | — | — | — | $1.7M | 0.2% | |
| CREF Social Choice R4 " | — | — | — | $1.6M | 0.2% | |
| Vanguard Treasury Money Market Inv " | — | — | — | $1.5M | 0.2% | |
| Vanguard Total Bond Market Index Fund Adm " | — | — | — | $1.5M | 0.2% | |
| Nuveen Lifecycle 2035 Fund R6 " | — | — | — | $988K | 0.1% | |
| Nuveen Lifecycle 2050 Fund R6 " | — | — | — | $985K | 0.1% | |
| Nuveen Lifecycle 2045 Fund R6 " | — | — | — | $972K | 0.1% | |
| NYLI MacKay High Yield Corporate Bond R6 " | — | — | — | $856K | <0.1% | |
| Nuveen Lifecycle 2040 Fund R6 " | — | — | — | $816K | <0.1% | |
| Nuveen Lifecycle 2010 Fund R6 " | — | — | — | $644K | <0.1% | |
| Nuveen Lifecycle 2015 Fund R6 " | — | — | — | $501K | <0.1% | |
| Nuveen Lifecycle 2055 Fund R6 " | — | — | — | $324K | <0.1% | |
| Nuveen Lifecycle 2060 Fund R6 " | — | — | — | $44K | <0.1% | |
| Nuveen Lifecycle 2065 Fund R6 " | — | — | — | $14K | <0.1% | |
| Fidelity Freedom 2070 Fund K6 " ** 763 * Nuveen Lifecycle Retirement Income Fund R6 " | — | — | — | $5K | <0.1% |