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Original filing (PDF)20251010082758NAL0012647200001
CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE
Form 5500
FILING_RECEIVED
CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
165
Accounts w/ balance
270
Plan assets (EOY)
$45.9M
Net assets (EOY)
$45.9M
How this plan invests
This plan
1 pooled trust
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE.
Plan sponsor
Name
CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE
EIN
13-0552040
Address
1779 MASSACHUSETTS AVENUE, NW · WASHINGTON, DC · 20036
Phone
(202) 483-7600
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $52K | — |
Investments
41 direct securities · 1 pooled fund· $45.9M(100% of reported assets)
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.
Uncategorized
$45.8M
41 holdings
Pooled Separate Account
$63K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Instl - | — | — | — | $9.0M | 19.7% | |
| T. Rowe Price T. Rowe Price Retirement 2045 - | — | — | — | $4.8M | 10.5% | |
| T. Rowe Price T. Rowe Price Retirement 2050 - | — | — | — | $3.6M | 7.8% | |
| T. Rowe Price T. Rowe Price Retirement 2025 - | — | — | — | $2.9M | 6.3% | |
| T. Rowe Price T. Rowe Price Retirement 2035 - | — | — | — | $2.3M | 5.0% | |
| TIAA-CREF Nuveen Large Cap Responsible Equity - | — | — | — | $1.9M | 4.2% | |
| T. Rowe Price T. Rowe Price Retirement 2040 - | — | — | — | $1.9M | 4.1% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth I - | — | — | — | $1.9M | 4.1% | |
| T. Rowe Price T. Rowe Price Retirement 2030 - | — | — | — | $1.8M | 4.0% | |
| Vanguard Total Bond Market Index - | — | — | — | $1.8M | 3.9% | |
| T. Rowe Price T. Rowe Price Retirement 2055 - | — | — | — | $1.5M | 3.2% | |
| Vanguard Total International Stock Index Adm - | — | — | — | $1.4M | 3.0% | |
| T. Rowe Price T. Rowe Price New Horizons - | — | — | — | $1.3M | 2.9% | |
| Lincoln Stable Value Account (fully benefit-responsive) - | — | — | — | $1.1M | 2.4% | |
| Looms Sayles Looms Sayles Core Plus Bond Class N - | — | — | — | $1.1M | 2.4% | |
| T. Rowe Price T. Rowe Price Retirement 2020 - | — | — | — | $1.0M | 2.3% | |
| Vanguard Extended Market Index Adm - | — | — | — | $930K | 2.0% | |
| T. Rowe Price T. Rowe Price Retirement 2060 - | — | — | — | $924K | 2.0% | |
| Harding Loevner Harding Loevner International Equity Institutional Class Z - | — | — | — | $869K | 1.9% | |
| Janus Henderson Janus Henderson Enterprise N - | — | — | — | $519K | 1.1% | |
| T. Rowe Price T. Rowe Price Equity income - | — | — | — | $481K | 1.0% | |
| Harbor Mid Cap Value Instl - | — | — | — | $362K | 0.8% | |
| DFA US DFA US Small Cap Value Instl - | — | — | — | $300K | 0.7% | |
| PIMCO Inflation Response Multi Asset Institutional - | — | — | — | $279K | 0.6% | |
| TIAA Traditional (non-fully benefit-responsive) - | — | — | — | $244K | 0.5% | |
| CREF Equity Index R1 - | — | — | — | $216K | 0.5% | |
| Cohen & Steers Cohen & Steers Realty Shares - | — | — | — | $214K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement 2015 - | — | — | — | $167K | 0.4% | |
| TIAA Traditional (fully benefit-responsive) - | — | — | — | $162K | 0.4% | |
| through May 2034 - | — | — | — | $142K | 0.3% | |
| CREF Stock R1 - | — | — | — | $122K | 0.3% | |
| CREF Growth Fund R1 - | — | — | — | $116K | 0.3% | |
| CREF Global Equities R1 - | — | — | — | $97K | 0.2% | |
| CREF Lifecycle 2015-Rtmt - | — | — | — | $93K | 0.2% | |
| CREF Social Choice R1 - | — | — | — | $67K | 0.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $63K | 0.1% | |
| CREF Small Cap Blend Idx-Rtmt - | — | — | — | $60K | 0.1% | |
| CREF Nuveen Internatl Eq Idx Retire - | — | — | — | $34K | <0.1% | |
| CREF Lifecycle 2045-Rtmt - | — | — | — | $33K | <0.1% | |
| CREF Lifecycle 2025-Rtmt - | — | — | — | $30K | <0.1% | |
| CREF Inflation Linked Bond R1 - | — | — | — | $23K | <0.1% | |
| CREF Core Bond R1 - | — | — | — | $14K | <0.1% |
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