John Whelan signed YALE University's 2023 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 2023 Form 5500 (PDF) for YALE University from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)YALE University's plan includes health coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST | 36-1561860 | — | CUSTODIAN | $153K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRIGRAN INVESTMENTS, INC. | 36-3825728 | — | INVESTMENT MANAGER |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| YRHT II LLC Partnership/Joint Venture Interests | Other securities | — | $147.3M | $169.4M | 15.4% | |
| REGISTERED INVESTMENT COMPANIES * MFB NORTHERN INST'L FDS GOV'T SELECT PORTFOLIO Registered Investment Companies | Other securities | — | $104.8M | $104.8M | 9.5% | |
| STOCKBRIDGE FUND LP Partnership/Joint Venture Interests | Other securities | — | $62.1M | $77.4M | 7.0% | |
| YRHT VII LLC Partnership/Joint Venture Interests | Other securities | — | $69.5M | $73.4M | 6.7% | |
| YRHT III LLC Partnership/Joint Venture Interests | Other securities | — | $59.5M | $66.4M | 6.0% | |
| BIL LTD LP Partnership/Joint Venture Interests | Common Stocks | — | $56.9M | $62.9M | 5.7% | |
| PARVUS EUROPEAN OPPORTUNITIES FUND Partnership/Joint Venture Interests | Other securities | — | $50.3M | $58.6M | 5.3% | |
| YRHT LLC Partnership/Joint Venture Interests | Other securities | — | $47.0M | $55.8M | 5.1% | |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS LP Partnership/Joint Venture Interests | Other securities | — | $49.9M | $54.5M | 5.0% | |
| FOXHAVEN CAPITAL LP Partnership/Joint Venture Interests | Other securities | — | $42.5M | $49.5M | 4.5% | |
| YRHT IV LLC Partnership/Joint Venture Interests | Other securities | — | $44.3M | $41.5M | 3.8% | |
| YRHT VIII LLC Partnership/Joint Venture Interests | Other securities | — | $22.5M | $30.3M | 2.8% | |
| UNITED STATES TREASURY BILLS 0% 09/05/24 | U.S. Treasuries | — | $24.4M | $24.8M | 2.2% | |
| UNITED STATES TREASURY INFLATION INDEXED BONDS 1.00% 02/15/48 | U.S. Treasuries | — | $20.0M | $19.5M | 1.8% | |
| US GOVERNMENT SECURITIES UNITED STATES TREASURY BILLS 0% 07/11/24 | U.S. Treasuries | — | $14.6M | $15.0M | 1.4% | |
| YRHT VI LLC Partnership/Joint Venture Interests | Other securities | — | $10.3M | $14.4M | 1.3% | |
| UNITED STATES TREASURY BILLS 0% 08/15/24 | U.S. Treasuries | — | $9.9M | $9.9M | 0.9% | |
| CF ICHIGO JAPAN FUND E ‐ CLASS AA‐3 SERIES 11‐2022 ICE‐1122N 13577.4461 Shares | Other securities | — | $9.9M | $9.3M | 0.8% | |
| SEDGWICK LP Partnership/Joint Venture Interests | Other securities | — | $7.6M | $7.8M | 0.7% | |
| CF ICHIGO JAPAN FUND E ‐ CLASS AA‐3 SERIES 11‐2022 NP (JPY) ICE‐1122M 8475.7428 Shares | Other securities | — | $6.2M | $5.8M | 0.5% | |
| YRHT V LLC Partnership/Joint Venture Interests | Other securities | — | $6.8M | $4.9M | 0.4% | |
| LORTON LLC Partnership/Joint Venture Interests | Other securities | — | $4.1M | $4.8M | 0.4% | |
| CF ICHIGO JAPAN FUND E ‐ CLASS AA‐1 SERIES 01NP2019 (JPY) ICE0119 4325 Shares | Other securities | — | $5.1M | $4.8M | 0.4% | |
| CF ICHIGO JAPAN FUND E ‐ CLASS AA‐3 SERIES 08‐2023 ICE‐0823D 6629.6101 Shares | Other securities | — | $4.7M | $4.3M | 0.4% | |
| TECHTARGET INC 119393 Shares | Common Stocks | — | $3.6M | $3.7M | 0.3% | |
| GENTHERM INC 72607 Shares | Common Stocks | — | $3.9M | $3.6M | 0.3% | |
| SYNAPTICS INC 39946 Shares | Common Stocks | — | $3.5M | $3.5M | 0.3% | |
| CF ICHIGO JAPAN FUND E ‐ CLASS AA‐1 SERIES 08NP2018 (JPY) ICE0818 3319.5689 Shares | Other securities | — | $3.6M | $3.4M | 0.3% | |
| MATERION CORP 29732 Shares | Common Stocks | — | $3.4M | $3.2M | 0.3% | |
| BARTON LLC Partnership/Joint Venture Interests | Other securities | — | $2.5M | $3.1M | 0.3% | |
| SONOS INC 204636 Shares | Common Stocks | — | $3.2M | $3.0M | 0.3% | |
| HARMONIC INC 251379 Shares | Common Stocks | — | $3.6M | $3.0M | 0.3% | |
| LIMITED PARTNERSHIPS ABINGDON LLC Partnership/Joint Venture Interests | Other securities | — | $2.6M | $2.9M | 0.3% | |
| HERNDON IV LLC Partnership/Joint Venture Interests | Other securities | — | $2.6M | $2.7M | 0.2% | |
| HERNDON LLC Partnership/Joint Venture Interests | Other securities | — | $3.3M | $2.5M | 0.2% | |
| VEITCH LLC Partnership/Joint Venture Interests | Other securities | — | $3.2M | $2.4M | 0.2% | |
| CF ICHIGO JAPAN FUND E ‐ CLASS AA‐3 SERIES 08‐2023 ICE‐0823C 3637.0569 Shares | Other securities | — | $2.6M | $2.4M | 0.2% | |
| KENWOOD LLC Partnership/Joint Venture Interests | Other securities | — | $2.4M | $2.3M | 0.2% | |
| RAMSGATE VIII LLC Partnership/Joint Venture Interests | Other securities | — | $3.6M | $2.3M | 0.2% | |
| WHITEHAVEN XI LLC Partnership/Joint Venture Interests | Other securities | — | $2.2M | $2.3M | 0.2% | |
| CLAYTON DUBILIER RICE FUND VI LP Partnership/Joint Venture Interests 70 CLEVELAND LLC Partnership/Joint Venture Interests | Other securities | — | $2.9M | $2.3M | 0.2% | |
| SHUTTERSTOCK INC 58572 Shares | Common Stocks | — | $2.7M | $2.3M | 0.2% | |
| ANIKA THERAPEUTICS INC 76715 Shares | Common Stocks | — | $2.0M | $1.9M | 0.2% | |
| MACOMB XI LLC Partnership/Joint Venture Interests | Other securities | — | $2.1M | $1.9M | 0.2% | |
| ICHIGO JAPAN FUND G LP - CLASS K - PORTFOLIO 003 Partnership/Joint Venture Interests | Other securities | — | $1.6M | $1.9M | 0.2% | |
| RIDGEFIELD IX LLC Partnership/Joint Venture Interests | Other securities | — | $2.1M | $1.9M | 0.2% | |
| CF ICHIGO JAPAN FUND E ‐ CLASS P SERIES 08‐2018 89310818P 1948.2256 Shares | Other securities | — | $2.0M | $1.9M | 0.2% | |
| RED VIOLET INC 71934 Shares | Common Stocks | — | $1.5M | $1.8M | 0.2% | |
| RADFORD LLC Partnership/Joint Venture Interests | Other securities | — | $2.0M | $1.8M | 0.2% | |
| HACKETT GROUP INC 80937 Shares | Common Stocks | — | $1.8M | $1.8M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $246K |
| — |
| BROOKDALE REALTY SERVICES, LLC | 58-2124234 | — | INVESTMENT MANAGER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 13-2655998 | — | BROKER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YALE UNIVERSITY | 06-0646973 | — | PLAN ADMINISTRATOR | $385K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE TAX LLP | 86-1065772 | — | TAX ACCOUNTANT | $88K | — |
| GRANT THORNTON | 36-6055558 | — | ACCOUNTANT | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | ACTUARY | $340K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA INC. | 06-6033492 | — | ADMINISTRATOR | $567K | — |
