Dilkushi Wilson signed Whitehead Institute for Biomedical Research's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whitehead Institute for Biomedical Research's EIN is 06-1043412.
Download the official 2024 Form 5500 (PDF) for Whitehead Institute for Biomedical Research from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whitehead Institute for Biomedical Research's plan includes 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 | $125 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $10K | — |
| CBIZ MHM, LLC | 34-1846498 |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA TRADITIONAL Benefit Responsive | Mutual Funds | — | — | $8.5M | 15.4% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $5.6M | 10.0% | |
| CREF Stock R2 | Mutual Funds | — | — | $5.0M | 9.0% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $4.1M | 7.4% | |
| CREF Growth R2 | Mutual Funds | — | — | $3.4M | 6.2% | |
| T. Rowe Blue Chip Growth | Other securities | — | — | $2.7M | 4.8% | |
| Nuveen Lifecycle 2035 Retire | Mutual Funds | — | — | $2.5M | 4.5% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $2.1M | 3.7% | |
| MFS Intnl Diversification R4 | Mutual Funds | — | — | $2.0M | 3.7% | |
| Nuveen Lifecycle 2045 Retire | Mutual Funds | — | — | $1.9M | 3.4% | |
| JPMorgan Equity Income Select | Other securities | — | — | $1.7M | 3.1% | |
| Vanguard Strategic Equity Inv | Mutual Funds | — | — | $1.7M | 3.1% | |
| Nuveen Lifecycle 2040 Retire | Mutual Funds | — | — | $1.7M | 3.0% | |
| TIAA REAL ESTATE TIAA CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.6M | 2.9% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $1.3M | 2.3% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $1.1M | 1.9% | |
| Nuveen Lifecycle 2025 Retire | Mutual Funds | — | — | $969K | 1.7% | |
| Vanguard Treasury MoneyMkt Inv | Mutual Funds | — | — | $968K | 1.7% | |
| Nuveen Lifecycle 2050 Retire | Mutual Funds | — | — | $842K | 1.5% | |
| Dodge & Cox Income Fund I | Mutual Funds | — | — | $769K | 1.4% | |
| BlackRock High Yield Inst | Other securities | — | — | $704K | 1.3% | |
| Nuveen Lifecycle 2030 Retire | Mutual Funds | — | — | $694K | 1.3% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $663K | 1.2% | |
| Nuveen Short Term Bond Retire | Mutual Funds | — | — | $590K | 1.1% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $454K | 0.8% | |
| Nuveen Bond Index Retirement | Mutual Funds | — | — | $382K | 0.7% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $343K | 0.6% | |
| Nuveen Lifecycle 2020 Retire | Mutual Funds | — | — | $323K | 0.6% | |
| Nuveen Lifecycle 2055 Retire | Mutual Funds | — | — | $288K | 0.5% | |
| Nuveen Lifecycle 2060 Retire | Mutual Funds | — | — | $166K | 0.3% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $162K | 0.3% | |
| CREF Money Market R2 | Mutual Funds | — | — | $140K | 0.3% | |
| Nuveen Lifecycle 2065 Retire | Mutual Funds | — | — | $57K | 0.1% | |
| Nuveen Lifecycle 2015 Retire | Mutual Funds | — | — | $45K | <0.1% | |
| Participant Loans | Participant loans | — | — | $23K | <0.1% | |
| Nuveen Lifecycle Ret Inc Rtmt | Mutual Funds | — | — | $21K | <0.1% | |
| Nuveen Lifecycle 2010 Retire | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $8K |
| — |
| PARKER, BROWN, MACAULAY & SHEERIN | 04-3422478 | — | NONE | $5K | — |
