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 | $74K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $530 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $41K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPS CO. LLC | 04-2647786 | — | NONE | $79K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Teachers Insurance Traditional Non Benefit Responsive Annuity TIAA Traditional Non Benefit Responsive TIAA Traditional — shares | Mutual Funds | — | — | $371.5M | 25.0% | |
| CREF Stock Account - R3 CREF Stock Fund 275,772 shares | Mutual Funds | — | — | $252.9M | 17.0% | |
| Fidelity Contrafund K6 Global equities 2,179,200 shares | Mutual Funds | — | — | $67.8M | 4.6% | |
| Vanguard Institutional Index Domestic equities 138,070 shares | Mutual Funds | — | — | $66.1M | 4.4% | |
| CREF Growth Account - R3 CREF Annuities Other 103,798 shares | Mutual Funds | — | — | $54.8M | 3.7% | |
| CREF Stock Account - R4 CREF Stock Fund 50,768 shares | Mutual Funds | — | — | $46.7M | 3.1% | |
| CREF Social Choice Account - R3 CREF Annuities Other 106,258 shares | Mutual Funds | — | — | $39.3M | 2.6% | |
| Teachers Insurance Traditional Benefit Responsive Annuity TIAA Traditional Benefit Responsive Contract — shares | Mutual Funds | — | — | $37.5M | 2.5% | |
| Fidelity 500 Index Fund Domestic equities 177,208 shares | Common Collective Trusts | — | — | $36.2M | 2.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $34.0M | 2.3% | |
| BrokerageLink Fidelity Fund Self-directed brokerage account — shares | Self-Directed Brokerage | — | — | $27.0M | 1.8% | |
| CREF Equity Index Account - R3 CREF Annuities Other 50,498 shares | Common Collective Trusts | — | — | $26.1M | 1.8% | |
| CREF Global Equities Account - R3 CREF Annuities Other 74,233 shares | Mutual Funds | — | — | $25.9M | 1.7% | |
| JPMorgan Large Cap Growth Fund R6 Domestic equities 304,632 shares | Other securities | — | — | $25.5M | 1.7% | |
| John Hancock Funds III Disciplined Value Fd Cl R6 Domestic equities 1,001,960 shares | Other securities | — | — | $22.6M | 1.5% | |
| Fidelity Freedom Index 2030 Fund - Institutional Premium Class Multi-strategy funds 1,011,943 shares | Mutual Funds | — | — | $20.4M | 1.4% | |
| Vanguard Total International Stock Index Fund Institutional Shares Global equities 159,915 shares | Common Collective Trusts | — | — | $20.3M | 1.4% | |
| The Hartford International Opportunities Fund Class R6 Global equities 891,084 shares | Other securities | — | — | $17.2M | 1.2% | |
| JPMorgan Core Bond Fund R6 Fixed income 1,691,791 shares | Other securities | — | — | $17.1M | 1.2% | |
| JPMorgan Core Bond Fund Class R6 Fixed income 1,679,494 shares | Other securities | — | — | $17.0M | 1.1% | |
| Vanguard Bond Index Fund Total Bond Mkt Index Fund Institutional Share Fixed income 1,725,237 shares | Common Collective Trusts | — | — | $16.4M | 1.1% | |
| Vanguard Index Trust Extended Market Index Fd Instl Shs Domestic equities 111,478 shares | Common Collective Trusts | — | — | $16.1M | 1.1% | |
| MFS Mid Cap Value Fund Class R6 Domestic equities 487,432 shares | Mutual Funds | — | — | $15.5M | 1.0% | |
| Fidelity Investments Money Market Government Portfolio - Institutional Class Money markets 15,257,273 shares | Mutual Funds | — | — | $15.3M | 1.0% | |
| Fidelity Freedom Index 2025 Fund - Institutional Premium Class Multi-strategy funds 577,395 shares | Mutual Funds | — | — | $10.7M | 0.7% | |
| CREF Money Market Account - R3 CREF Annuities Other 353,501 shares | Mutual Funds | — | — | $10.5M | 0.7% | |
| CREF Social Choice Account - R4 CREF Annuities Other 28,284 shares | Mutual Funds | — | — | $10.5M | 0.7% | |
| TIAA Traditional Benefit Responsive 2 Contract — shares | Mutual Funds | — | — | $9.8M | 0.7% | |
| TIAA Traditional Non Benefit Responsive 2 TIAA Traditional — shares | Mutual Funds | — | — | $9.4M | 0.6% | |
| Nuveen Lifecycle Index 2025 Fund R6 Multi-strategy funds 430,699 shares | Mutual Funds | — | — | $9.2M | 0.6% | |
| Fidelity Freedom Index 2020 Fund - Institutional Premium Class Multi-strategy funds 525,793 shares | Mutual Funds | — | — | $8.3M | 0.6% | |
| Vanguard Money Market Reserves Federal Money Market Fund Money markets 8,153,991 shares | Mutual Funds | — | — | $8.2M | 0.5% | |
| MFS Mid Cap Value Fund Class R6 Domestic equities 256,112 shares | Mutual Funds | — | — | $8.1M | 0.5% | |
| Fidelity Freedom Index 2035 Fund - Institutional Premium Class Multi-strategy funds 331,873 shares | Mutual Funds | — | — | $7.7M | 0.5% | |
| CREF Core Bond Account - Class R3 CREF Annuities Other 56,795 shares | Mutual Funds | — | — | $7.6M | 0.5% | |
| Fidelity International Index Fund Global equities 133,262 shares | Common Collective Trusts | — | — | $6.3M | 0.4% | |
| CREF Inflation-Linked Bond Account - R3 CREF Annuities Other 73,133 shares | Mutual Funds | — | — | $6.2M | 0.4% | |
| John Hancock Funds Disciplined Value Fund Class R6 Domestic equities 272,636 shares | Other securities | — | — | $6.1M | 0.4% | |
| BrokerageLink External Fund Self-directed brokerage account — shares | Self-Directed Brokerage | — | — | $6.0M | 0.4% | |
| Principal Funds, Inc. - SmallCap Value Fund II Domestic equities 517,577 shares | Common Stocks | — | — | $5.9M | 0.4% | |
| The Hartford International Opportunities Fund Class R6 Global equities 299,743 shares | Other securities | — | — | $5.8M | 0.4% | |
| Nuveen Lifecycle Index 2030 Fund R6 Multi-strategy funds 209,816 shares | Mutual Funds | — | — | $5.1M | 0.3% | |
| Fidelity U.S. Bond Index Fund Global equities 492,885 shares | Common Collective Trusts | — | — | $5.0M | 0.3% | |
| Fidelity Extended Market Index Fund Domestic equities 51,551 shares | Common Collective Trusts | — | — | $4.7M | 0.3% | |
| MassMutual Select Mid Cap Growth Equity II Fund Class I Domestic equities 237,654 shares | Other securities | — | — | $4.6M | 0.3% | |
| Nuveen Lifecycle Index 2020 Fund R6 Multi-strategy funds 232,951 shares | Mutual Funds | — | — | $4.4M | 0.3% | |
| Self Directed Acct Self-directed — shares | Self-Directed Brokerage | — | — | $4.3M | 0.3% | |
| MassMutual Mid Cap Growth Fund Class I Domestic equities 209,209 shares | Other securities | — | — | $4.0M | 0.3% | |
| Nuveen Lifecycle Index 2015 Fund R6 Multi-strategy funds 204,094 shares | Mutual Funds | — | — | $3.5M | 0.2% | |
| Fidelity Freedom Index 2040 Fund - Institutional Premium Class Multi-strategy funds 134,425 shares | Mutual Funds | — | — | $3.3M | 0.2% |
