Martha Stratis signed College Board's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
College Board's EIN is 13-1623965.
Download the official 2024 Form 5500 (PDF) for College Board from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)College Board's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 Annuity Account - non benefit responsive | Mutual Funds | — | $2.7M | $2.8M | 19.1% | |
| UNALLOCATED CONTRACT * TIAA Traditional Annuity Account - non benefit responsive | Mutual Funds | — | — | $2.7M | 18.6% | |
| REGISTERED INVESTMENT COMPANIES SHARES / UNITS * CREF Stock R2 | Mutual Funds | — | $3K | $2.5M | 16.8% | |
| TIAA-CREF Lfcyle Idx 2045-Inst | Common Collective Trusts | — | $45K | $1.4M | 9.5% | |
| TIAA-CREF Lfcyle Idx 2035-Inst | Common Collective Trusts | — | $40K | $1.1M | 7.3% | |
| TIAA-CREF Lfcyle Idx 2040-Inst | Common Collective Trusts | — | $36K | $1.1M | 7.2% | |
| TIAA-CREF Lfcyle Idx 2050-Inst | Common Collective Trusts | — | $33K | $1.0M | 7.0% | |
| Vanguard Total St Mk Ix In Pl | Mutual Funds | — | $3K | $805K | 5.5% | |
| CREF Growth R2 | Mutual Funds | — | $1K | $557K | 3.8% | |
| TIAA-CREF Lfcyle Idx 2055-Inst | Common Collective Trusts | — | $19K | $488K | 3.3% | |
| TIAA-CREF Lfcyle Idx 2025-Inst | Common Collective Trusts | — | $22K | $461K | 3.1% | |
| TIAA-CREF Lfcyle Idx 2020-Inst | Common Collective Trusts | — | $18K | $337K | 2.3% | |
| CREF Social Choice R2 809 | Mutual Funds | — | — | $297K | 2.0% | |
| Vanguard Treasury MoneyMkt Inv | Mutual Funds | — | $287K | $287K | 1.9% | |
| CREF Equity Index R2 549 | Common Collective Trusts | — | — | $282K | 1.9% | |
| TIAA-CREF Lfcyle Idx 2030-Inst | Common Collective Trusts | — | $11K | $269K | 1.8% | |
| CREF Global Equities R2 743 | Mutual Funds | — | — | $257K | 1.7% | |
| REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $153K | 1.0% | |
| CalvertUSLargeCapCoreRespIdxR6 | Other securities | — | $2K | $127K | 0.9% | |
| CREF Core Bond R2 905 | Mutual Funds | — | — | $121K | 0.8% | |
| Vanguard Real Estate Idx Inst | Common Collective Trusts | — | $5K | $106K | 0.7% | |
| Vanguard Ttl Intl Stk Idx Inst 705 | Common Collective Trusts | — | — | $89K | 0.6% | |
| TIAA-CREF Lfcyle Idx 2015-Inst | Common Collective Trusts | — | $5K | $85K | 0.6% | |
| TIAA-CREF Lfcyle Idx RtIn-Inst | Common Collective Trusts | — | $5K | $78K | 0.5% | |
| Vanguard S P S-C 600 Idx Inst 122 | Common Collective Trusts | — | — | $52K | 0.4% | |
| Vanguard Ttl Bd Mkt Idx Inst | Common Collective Trusts | — | $5K | $46K | 0.3% | |
| Vanguard Emr Mkts Stk Idx Inst | Common Collective Trusts | — | $1K | $29K | 0.2% | |
| TIAA-CREF Lfcyle Idx 2060-Inst 804 | Common Collective Trusts | — | — | $16K | 0.1% | |
| CREF Inflation-Linked Bond R2 115 | Mutual Funds | — | — | $10K | <0.1% | |
| Vanguard Infl Protect Sec Inst 674 | Mutual Funds | — | — | $6K | <0.1% | |
| CREF Money Market R2 125 | Mutual Funds | — | — | $4K | <0.1% | |
| TIAA-CREF Lfcyle Idx 2010-Inst 204 | Common Collective Trusts | — | — | $3K | <0.1% | |
| TIAA-CREF Lfcyle Idx 2065-Inst 214 | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
