Wesleyan University's EIN is 06-0646959.
Download the official 2024 Form 5500 (PDF) for Wesleyan University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wesleyan University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | BOSTON, MA | RECORDKEEPER | $83K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $114.1M | 16.6% | |
| Variable Annuity Contracts * CREF Stock R2 | Mutual Funds | — | — | $84.1M | 12.2% | |
| Vanguard Inst Idx Inst | Common Collective Trusts | — | — | $78.8M | 11.4% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $42.9M | 6.2% | |
| CREF Growth R2 | Mutual Funds | — | — | $34.3M | 5.0% | |
| Vanguard Extended Mkt Idx Inst | Common Collective Trusts | — | — | $28.7M | 4.2% | |
| American Funds Target Date Ret 2040 R6 | Mutual Funds | — | — | $28.3M | 4.1% | |
| Vanguard Ttl Intl Stk Idx Inst | Common Collective Trusts | — | — | $21.3M | 3.1% | |
| American Funds Target Date Ret 2035 R6 | Mutual Funds | — | — | $19.9M | 2.9% | |
| T.Rowe Price Growth Stock I | Other securities | — | — | $19.5M | 2.8% | |
| American Funds Target Date Ret 2030 R6 | Mutual Funds | — | — | $18.4M | 2.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $16.7M | 2.4% | |
| American Funds Target Date Ret 2045 R6 | Mutual Funds | — | — | $15.7M | 2.3% | |
| Vanguard Total Bond Market Idx Inst | Common Collective Trusts | — | — | $13.3M | 1.9% | |
| American Funds Target Date Ret 2050 R6 | Mutual Funds | — | — | $12.3M | 1.8% | |
| American Funds Target Date Ret 2025 R6 | Mutual Funds | — | — | $12.3M | 1.8% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $12.1M | 1.8% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $11.6M | 1.7% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $11.3M | 1.6% | |
| Dodge & Cox Stock Fund Class X | Mutual Funds | — | — | $10.8M | 1.6% | |
| Invesco Diversified Divid R6 ** 144 American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $8.5M | 1.2% | |
| Western Asset Core Plus Bnd IS | Other securities | — | — | $8.1M | 1.2% | |
| American Funds Target Date Ret 2055 R6 | Mutual Funds | — | — | $7.4M | 1.1% | |
| American Funds Target Date Ret 2020 R6 | Mutual Funds | — | — | $7.2M | 1.1% | |
| Fidelity Brokeragelink | Mutual Funds | — | — | $6.7M | 1.0% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $4.9M | 0.7% | |
| Boston Trust Walden Balanced Fund | Other securities | — | — | $3.9M | 0.6% | |
| Vanguard 500 Idx Fd Admiral Shs | Common Collective Trusts | — | — | $3.7M | 0.5% | |
| American Funds Target Date Ret 2010 R6 | Mutual Funds | — | — | $3.4M | 0.5% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $3.4M | 0.5% | |
| CREF Money Market R2 | Mutual Funds | — | — | $3.1M | 0.5% | |
| TIAA-CREF Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $2.9M | 0.4% | |
| American Funds Target Date Ret 2060 R6 | Mutual Funds | — | — | $2.7M | 0.4% | |
| American Funds Target Date Ret 2015 R6 | Mutual Funds | — | — | $2.5M | 0.4% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $1.7M | 0.2% | |
| Vanguard Windsor II Fund Admiral Shs | Mutual Funds | — | — | $882K | 0.1% | |
| Vanguard U.S. Growth Fund Admiral Shs | Mutual Funds | — | — | $829K | 0.1% | |
| Vanguard FTSE Social Index Admiral | Mutual Funds | — | — | $817K | 0.1% | |
| Participant Loans (interest ranging from 4.25% to 9.50%) -0- | Bonds / Notes | — | — | $705K | 0.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $701K | 0.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $649K | <0.1% | |
| Vanguard Total Stock Market Index Fund A | Common Collective Trusts | — | — | $648K | <0.1% | |
| DWS Scudder Multiasset Consrvtv S ** 147 * BNY Mellon Sustainable US Equity Fund, Class Z | Other securities | — | — | $390K | <0.1% | |
| Vanguard Wellington Fund Admiral Shs | Mutual Funds | — | — | $381K | <0.1% | |
| Vanguard Growth and Income Fund Admiral | Mutual Funds | — | — | $312K | <0.1% | |
| Vanguard Balanced Index Fund Admiral Shs | Common Collective Trusts | — | — | $267K | <0.1% | |
| Vanguard Growth Index Fund Admiral Shs | Common Collective Trusts | — | — | $267K | <0.1% | |
| Vanguard Extended Market Index Fund | Common Collective Trusts | — | — | $249K | <0.1% | |
| Vanguard Strategic Equity Fund | Mutual Funds | — | — | $248K | <0.1% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $230K | <0.1% |
