The Berkeley Carroll School's EIN is 11-2611384.
Download the official 2024 Form 5500 (PDF) for The Berkeley Carroll School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Berkeley Carroll School's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, 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 | $600 | — |
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 | |||||
|---|---|---|---|---|---|---|
| REGISTERED INVESTMENT COMPANIES SHARES / UNITS * CREF Stock | Mutual Funds | — | $14K | $13.2M | 17.6% | |
| INSURANCE COMPANY GENERAL CONTRACTS, AT FAIR VALUE * TIAA Traditional Annuity Account - Non Benefit Responsive | Mutual Funds | — | — | $13.0M | 17.4% | |
| CREF Growth | Mutual Funds | — | $11K | $5.8M | 7.8% | |
| CREF Global Equities | Mutual Funds | — | $12K | $4.3M | 5.8% | |
| TIAA Access Nuveen LifeCycle 2045 | Mutual Funds | — | $51K | $4.0M | 5.3% | |
| CREF Equity Index | Common Collective Trusts | — | $6K | $3.3M | 4.5% | |
| TIAA Access Nuveen LifeCycle 2050 | Mutual Funds | — | $39K | $3.0M | 4.0% | |
| TIAA Access Nuveen LifeCycle 2035 | Mutual Funds | — | $37K | $2.7M | 3.6% | |
| TIAA Access Nuveen LifeCycle 2040 | Mutual Funds | — | $33K | $2.6M | 3.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $5K | $2.4M | 3.2% | |
| TIAA Access Nuveen LifeCycle 2055 | Mutual Funds | — | $28K | $2.1M | 2.9% | |
| CREF Core Bond | Mutual Funds | — | $16K | $2.1M | 2.8% | |
| CREF Social Choice | Mutual Funds | — | $5K | $1.9M | 2.6% | |
| TIAA Access Nuveen International Equity | Mutual Funds | — | $47K | $1.8M | 2.5% | |
| TIAA Access Nuveen LifeCycle 2030 | Mutual Funds | — | $24K | $1.6M | 2.2% | |
| TIAA Access Nuveen LargeCap Responsible Equity | Mutual Funds | — | $9K | $1.1M | 1.5% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | $13K | $1.1M | 1.4% | |
| CREF Money Market | Mutual Funds | — | $32K | $949K | 1.3% | |
| TIAA Access Nuveen Large Cap Value | Mutual Funds | — | $12K | $938K | 1.3% | |
| TIAA Access Nuveen Mid Cap Value | Mutual Funds | — | $10K | $804K | 1.1% | |
| TIAA Access Nuveen Small Cap Blend Index | Mutual Funds | — | $9K | $775K | 1.0% | |
| TIAA Access Nuveen LifeCycle 2060 | Mutual Funds | — | $14K | $753K | 1.0% | |
| TIAA Access Nuveen Quant Small Cap Equity | Mutual Funds | — | $7K | $629K | 0.8% | |
| TIAA Access Nuveen Lrg Cap Gr | Mutual Funds | — | $3K | $596K | 0.8% | |
| TIAA Access Nuveen Equity Index | Common Collective Trusts | — | $5K | $590K | 0.8% | |
| TIAA Access Nuveen Real Estate Sec Sel | Mutual Funds | — | $11K | $586K | 0.8% | |
| TIAA Access Nuveen LifeCycle 2020 | Mutual Funds | — | $8K | $457K | 0.6% | |
| TIAA Access Nuveen LifeCycle 2025 | Mutual Funds | — | $4K | $252K | 0.3% | |
| TIAA Acess Nuveen Core Plus Bond | Mutual Funds | — | $5K | $198K | 0.3% | |
| TIAA Access Nuveen Mid Cap Growth | Mutual Funds | — | $2K | $168K | 0.2% | |
| TIAA Access Nuv Core Equity 897 | Mutual Funds | — | — | $138K | 0.2% | |
| TIAA Access Nuv LifeCycle 2015 896 | Mutual Funds | — | — | $52K | <0.1% | |
| TIAA Access Nuv LifeCycle 2010 341 | Mutual Funds | — | — | $19K | <0.1% | |
| TIAA Access Nuv LifeCycle Retirement Income 56 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
