KIM Almeida signed Brown University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brown University's EIN is 05-0258809.
Download the official 2024 Form 5500 (PDF) for Brown University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brown University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $222K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Domestic equities 311,383 shares | Common Collective Trusts | — | — | $63.6M | 6.5% | |
| CREF Stock Account - R3 CREF stock fund 68,112 shares | Mutual Funds | — | — | $62.5M | 6.4% | |
| Teachers Insurance Traditional Non Benefit Responsive Annuity TIAA Traditional Non Benefit Responsive TIAA Traditional — shares | Mutual Funds | — | — | $45.3M | 4.7% | |
| Fidelity Freedom Index 2045 Fund - Institutional Premium Class Multi-strategy funds 1,736,724 shares | Mutual Funds | — | — | $45.0M | 4.6% | |
| Fidelity Freedom Index 2040 Fund - Institutional Premium Class Multi-strategy funds 1,751,439 shares | Mutual Funds | — | — | $43.1M | 4.4% | |
| Fidelity Contrafund K6 Multi-strategy funds 1,272,361 shares | Mutual Funds | — | — | $39.6M | 4.1% | |
| Vanguard Institutional Index Domestic equities 81,157 shares | Mutual Funds | — | — | $38.9M | 4.0% | |
| Nuveen Lifecycle Index 2040 Fund R6 Multi-strategy funds 1,312,949 shares | Mutual Funds | — | — | $38.4M | 3.9% | |
| Fidelity Freedom Index 2050 Fund - Institutional Premium Class Multi-strategy funds 1,464,043 shares | Mutual Funds | — | — | $38.0M | 3.9% | |
| Fidelity Freedom Index 2030 Fund - Institutional Premium Class Multi-strategy funds 1,845,793 shares | Mutual Funds | — | — | $37.2M | 3.8% | |
| Fidelity Freedom Index 2035 Fund - Institutional Premium Class Multi-strategy funds 1,470,908 shares | Mutual Funds | — | — | $34.3M | 3.5% | |
| Nuveen Lifecycle Index 2045 Fund R6 Multi-strategy funds 994,950 shares | Mutual Funds | — | — | $30.7M | 3.2% | |
| Fidelity Freedom Index 2055 Fund - Institutional Premium Class Multi-strategy funds 1,243,687 shares | Mutual Funds | — | — | $26.6M | 2.7% | |
| Nuveen Lifecycle Index 2035 Fund R6 Multi-strategy funds 956,609 shares | Mutual Funds | — | — | $25.6M | 2.6% | |
| Nuveen Lifecycle Index 2050 Fund R6 Multi-strategy funds 746,839 shares | Mutual Funds | — | — | $23.5M | 2.4% | |
| Nuveen Lifecycle Index 2030 Fund R6 Multi-strategy funds 861,744 shares | Mutual Funds | — | — | $20.8M | 2.1% | |
| Fidelity Freedom Index 2025 Fund - Institutional Premium Class Multi-strategy funds 1,004,933 shares | Mutual Funds | — | — | $18.7M | 1.9% | |
| Nuveen Lifecycle Index 2025 Fund R6 Multi-strategy funds 841,775 shares | Mutual Funds | — | — | $18.0M | 1.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $16.9M | 1.7% | |
| Teachers Insurance Traditional Annuity * Teachers Insurance Traditional Benefit Responsive Annuity TIAA Traditional Benefit Responsive Contact — shares | Mutual Funds | — | — | $15.3M | 1.6% | |
| CREF Social Choice Account - R3 CREF Annuities Other 37,388 shares | Mutual Funds | — | — | $13.8M | 1.4% | |
| Vanguard Total International Stock Index Fund Institutional Shares Global equities 108,418 shares | Common Collective Trusts | — | — | $13.7M | 1.4% | |
| CREF Stock Account - R4 CREF stock fund 12,032 shares | Mutual Funds | — | — | $11.1M | 1.1% | |
| John Hancock Funds III Disciplined Value Fd Cl R6 Domestic equities 487,816 shares | Other securities | — | — | $11.0M | 1.1% | |
| CREF Growth Account - R3 CREF Annuities Other 19,482 shares | Mutual Funds | — | — | $10.3M | 1.1% | |
| Fidelity Freedom Index 2020 Fund - Institutional Premium Class Multi-strategy funds 642,128 shares | Mutual Funds | — | — | $10.1M | 1.0% | |
| Fidelity Freedom Index 2060 Fund - Institutional Premium Class Multi-strategy funds 530,305 shares | Mutual Funds | — | — | $9.6M | 1.0% | |
| Vanguard Index Trust Extended Market Index Fd Instl Shs Domestic equities 66,302 shares | Common Collective Trusts | — | — | $9.6M | 1.0% | |
| Nuveen Lifecycle Index 2055 Fund R6 Multi-strategy funds 366,058 shares | Mutual Funds | — | — | $9.3M | 1.0% | |
| Vanguard Bond Index Fund Total Bond Mkt Index Fund Institutional Share Fixed Income 961,780 shares | Common Collective Trusts | — | — | $9.1M | 0.9% | |
| The Hartford International Opportunities Fund Class R6 Global equities 471,641 shares | Other securities | — | — | $9.1M | 0.9% | |
| Fidelity International Index Fund Global equities 187,144 shares | Common Collective Trusts | — | — | $8.9M | 0.9% | |
| Fidelity Investments Money Market Government Portfolio - Institutional Class Money markets 8,868,499 shares | Mutual Funds | — | — | $8.9M | 0.9% | |
| JPMorgan Large Cap Growth Fund R6 Domestic equities 105,563 shares | Other securities | — | — | $8.8M | 0.9% | |
| JPMorgan Core Bond Fund Class R6 Fixed Income 861,315 shares | Other securities | — | — | $8.7M | 0.9% | |
| Fidelity Extended Market Index Fund Domestic equities 90,041 shares | Common Collective Trusts | — | — | $8.2M | 0.8% | |
| CREF Social Choice Account - R4 CREF Annuities Other 21,836 shares | Mutual Funds | — | — | $8.1M | 0.8% | |
| CREF Equity Index Account - R3 CREF Annuities Other 15,582 shares | Common Collective Trusts | — | — | $8.1M | 0.8% | |
| JPMorgan Core Bond Fund R6 Fixed Income 786,911 shares | Other securities | — | — | $8.0M | 0.8% | |
| MFS Mid Cap Value Fund Class R6 Domestic equities 248,327 shares | Mutual Funds | — | — | $7.9M | 0.8% | |
| MFS Mid Cap Value Fund Class R6 Domestic equities 246,112 shares | Mutual Funds | — | — | $7.8M | 0.8% | |
| TIAA Traditional Non Benefit Responsive 2 TIAA Traditional — shares | Mutual Funds | — | — | $7.2M | 0.7% | |
| Nuveen Lifecycle Index 2020 Fund R6 Multi-strategy funds 367,827 shares | Mutual Funds | — | — | $6.9M | 0.7% | |
| The Hartford International Opportunities Fund Class R6 Global equities 334,072 shares | Other securities | — | — | $6.4M | 0.7% | |
| CREF Global Equities Account - R3 CREF Annuities Other 16,498 shares | Mutual Funds | — | — | $5.7M | 0.6% | |
| BrokerageLink Fidelity Fund Self-directed — shares | Self-Directed Brokerage | — | — | $5.0M | 0.5% | |
| Fidelity U.S. Bond Index Fund Fixed Income 481,321 shares | Common Collective Trusts | — | — | $4.9M | 0.5% | |
| John Hancock Funds Disciplined Value Fund Class R6 Domestic equities 183,463 shares | Other securities | — | — | $4.1M | 0.4% | |
| BrokerageLink External Fund Self-directed — shares | Self-Directed Brokerage | — | — | $4.1M | 0.4% | |
| MassMutual Mid Cap Growth Fund Class I Domestic equities 201,238 shares | Other securities | — | — | $3.9M | 0.4% |
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 |
|---|---|---|---|---|---|
| FIDELITY INV INST OPS CO. LLC | 04-2647786 | — | NONE | $350K | — |
