John Whelan signed YALE University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
YALE University's EIN is 06-0646973.
Download the official 2024 Form 5500 (PDF) for YALE University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)YALE University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, 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 | $764K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON, LLP | 36-6055558 | — | NONE | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Total St Mk Ix In Pl | Mutual Funds | — | — | $2.2B | 25.8% | |
| TIAA Traditional Annuity Contract | Mutual Funds | — | — | $1.4B | 16.2% | |
| TIAA Traditional Annuity Contract | Mutual Funds | — | — | $1.1B | 13.5% | |
| VAN Developed Mkts Idx Ins Plus | Common Collective Trusts | — | — | $794.3M | 9.5% | |
| CREF Stock R3 | Mutual Funds | — | — | $758.8M | 9.1% | |
| Vanguard Real Estate Idx Inst | Common Collective Trusts | — | — | $434.2M | 5.2% | |
| VAN Emerging Mkts Idx Ins Plus | Common Collective Trusts | — | — | $354.0M | 4.2% | |
| TIAA-CREF Self Directed Accounts | Self-Directed Brokerage | — | — | $294.6M | 3.5% | |
| CREF Growth R3 | Mutual Funds | — | — | $205.5M | 2.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $137.7M | 1.6% | |
| CREF Global Equities R3 | Mutual Funds | — | — | $118.5M | 1.4% | |
| CREF Equity Index R3 | Common Collective Trusts | — | — | $115.6M | 1.4% | |
| CREF Social Choice R3 | Mutual Funds | — | — | $79.6M | 1.0% | |
| CREF Core Bond R3 | Mutual Funds | — | — | $71.6M | 0.9% | |
| Vanguard Ttl Bd Mkt Idx Inst | Common Collective Trusts | — | — | $69.3M | 0.8% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $68.2M | 0.8% | |
| CREF Money Market R3 | Mutual Funds | — | — | $47.9M | 0.6% | |
| Vanguard Infl Protect Sec Inst | Mutual Funds | — | — | $47.1M | 0.6% | |
| CREF Inflation-Linked Bond R3 | Mutual Funds | — | — | $39.4M | 0.5% | |
| CREF Global Equities R4 | Mutual Funds | — | — | $33.2M | 0.4% | |
| Participant Loan Fund | Participant loans | — | — | $22.9M | 0.3% | |
| CREF Social Choice R4 | Mutual Funds | — | — | $16.3M | 0.2% |
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 |
|---|---|---|---|---|---|
| AON INVESTMENTS USA INC | 36-3109431 | — | NONE | $717K | — |
| KREITLER FINANCIAL, LLC | 06-1340298 | — | NONE | $476K | — |
| ASSETMARK,INC. | 58-2113323 | — | NONE | $93K | — |
| TIDEWATER WEALTH MANAGEMENT | 87-3087476 | — | NONE | $58K | — |
| FLEXIBLE PLAN INVESTMENTS, LTD. | 38-2340348 | — | NONE | $48K | — |
| COMMONWEALTH FINANCIAL NETWORK(H/O) | 04-2675571 | — | NONE | $27K | — |
