Colleen Anderson signed Winchendon School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Winchendon School's EIN is 05-0270487.
Download the official 2024 Form 5500 (PDF) for Winchendon School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Winchendon School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Non-fully benefit-responsive - fixed annuity contract * TIAA Traditional Account - Non-Fully Benefit-Responsive | Mutual Funds | — | — | $1.8M | 11.3% | |
| s * Nuveen Lifecycle Index 2045 Fund | Mutual Funds | — | — | $1.4M | 8.8% | |
| Variable annuity contracts * CREF Stock Account | Mutual Funds | — | — | $1.2M | 7.8% | |
| Nuveen Lifecycle Index 2030 Fund | Mutual Funds | — | — | $1.2M | 7.7% | |
| CREF Growth Account | Mutual Funds | — | — | $1.1M | 7.1% | |
| Nuveen Lifecycle Index 2020 Fund | Mutual Funds | — | — | $827K | 5.3% | |
| Nuveen Lifecycle Index 2055 Fund | Mutual Funds | — | — | $632K | 4.0% | |
| CREF Global Equities Account | Mutual Funds | — | — | $604K | 3.8% | |
| JPMorgan Large-Cap Growth Fund | Other securities | — | — | $600K | 3.8% | |
| The Hartford The Hartford Dividend Growth Fund | Other securities | — | — | $570K | 3.6% | |
| Nuveen Lifecycle Index 2025 Fund | Mutual Funds | — | — | $506K | 3.2% | |
| Nuveen Lifecycle Index 2035 Fund | Mutual Funds | — | — | $492K | 3.1% | |
| Nuveen Money Market Retirement Fund | Mutual Funds | — | — | $474K | 3.0% | |
| Nuveen S&P 500 Index Fund | Common Collective Trusts | — | — | $434K | 2.8% | |
| Principal Mid-Cap Fund | Other securities | — | — | $401K | 2.6% | |
| Fully benefit-responsive - fixed annuity contracts * TIAA Traditional Account - Fully Benefit-Responsive | Mutual Funds | — | — | $359K | 2.3% | |
| Nuveen Lifecycle Index 2050 Fund | Mutual Funds | — | — | $353K | 2.2% | |
| Nuveen Small-Cap Blend Index Fund | Common Collective Trusts | — | — | $245K | 1.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $244K | 1.6% | |
| CREF Equity Index Account | Common Collective Trusts | — | — | $227K | 1.4% | |
| Nuveen International Equity Index Fund | Common Collective Trusts | — | — | $217K | 1.4% | |
| Nuveen Lifecycle Index 2040 Fund | Mutual Funds | — | — | $183K | 1.2% | |
| CREF Money Market Account | Mutual Funds | — | — | $166K | 1.1% | |
| TIAA Access Nuveen Lifecycle Retirement 2020 Fund | Mutual Funds | — | — | $136K | 0.9% | |
| American Funds American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $132K | 0.8% | |
| TIAA Access Nuveen International Equity Fund | Mutual Funds | — | — | $117K | 0.7% | |
| CREF Bond Market Account | Mutual Funds | — | — | $98K | 0.6% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $93K | 0.6% | |
| TIAA Access Nuveen Lifecycle Retirement 2035 Fund | Mutual Funds | — | — | $86K | 0.5% | |
| CREF Social Choice Account | Mutual Funds | — | — | $79K | 0.5% | |
| American Funds American Funds American Balanced Fund | Mutual Funds | — | — | $74K | 0.5% | |
| TIAA Access Nuveen Mid-Cap Value Fund | Mutual Funds | — | — | $58K | 0.4% | |
| TIAA Access Nuveen Small-Cap Blend Index Fund | Common Collective Trusts | — | — | $55K | 0.4% | |
| TIAA Access Nuveen Large-Cap Value Fund | Mutual Funds | — | — | $53K | 0.3% | |
| Baird Asset Management Baird Short-Term Bond Fund | Other securities | — | — | $51K | 0.3% | |
| American Century American Century Mid-Cap Value Fund | Other securities | — | — | $48K | 0.3% | |
| Nuveen Lifecycle Index 2015 Fund | Mutual Funds | — | — | $47K | 0.3% | |
| CREF Inflation-Linked Bond Account | Mutual Funds | — | — | $41K | 0.3% | |
| TIAA Access Nuveen Real Estate Securities Fund | Mutual Funds | — | — | $37K | 0.2% | |
| various dates, secured by participant account balances | Other securities | — | — | $33K | 0.2% | |
| BlackRock Inflation Protected Bond Fund | Other securities | — | — | $30K | 0.2% | |
| TIAA Access Nuveen Quant Small-Cap Equity Fund | Mutual Funds | — | — | $23K | 0.1% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $23K | 0.1% | |
| TIAA Access Nuveen Lifecycle Retirement 2025 Fund | Mutual Funds | — | — | $20K | 0.1% | |
| TIAA Stable Value - Fully Benefit-Responsive | Stable Value | — | — | $19K | 0.1% | |
| TIAA Access Nuveen Lifecycle Retirement 2045 Fund | Mutual Funds | — | — | $19K | 0.1% | |
| TIAA Access Nuveen Lifecycle Retirement 2030 Fund | Mutual Funds | — | — | $16K | 0.1% | |
| TIAA Access Nuveen Lifecycle Retirement 2040 Fund | Mutual Funds | — | — | $15K | <0.1% | |
| TIAA Access Nuveen Social Choice Equity Fund | Mutual Funds | — | — | $13K | <0.1% | |
| TIAA Access Nuveen Lifecycle Retirement 2050 Fund | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
