The Conference Board, Inc.'s EIN is 13-1624108.
Download the official 2023 Form 5500 (PDF) for The Conference Board, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Conference Board, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $58K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Inst Idx Inst | Common Collective Trusts | — | — | $11.8M | 18.8% | |
| TIAA CREF Traditional Annuity Accounts – nonbenefit responsive, at fair value | Mutual Funds | — | — | $5.4M | 8.6% | |
| Baird Aggregate Bond Inst | Other securities | — | — | $3.9M | 6.2% | |
| Vanguard Short-Trm Bd Idx Adm | Common Collective Trusts | — | — | $3.0M | 4.8% | |
| CREF Stock R1 | Mutual Funds | — | — | $2.7M | 4.3% | |
| T Rowe Price T Rowe Price Growth Stock I | Mutual Funds | — | — | $2.5M | 3.9% | |
| TIAA CREF Stable Value Fund (Group Annuity Contract), at contract value | Stable Value | — | — | $2.4M | 3.8% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $2.4M | 3.8% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $2.4M | 3.7% | |
| American Funds American EuroPac Growth R6 | Mutual Funds | — | — | $2.0M | 3.2% | |
| T Rowe Price T. Rowe Price Rtmt I 2040 I | Mutual Funds | — | — | $1.7M | 2.7% | |
| T Rowe Price T. Rowe Price Rtmt I 2050 I | Mutual Funds | — | — | $1.6M | 2.6% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $1.6M | 2.5% | |
| DWS U.S. Treasury Money Fund S | Other securities | — | — | $1.5M | 2.4% | |
| T Rowe Price T. Rowe Price Rtmt I 2030 I | Mutual Funds | — | — | $1.4M | 2.3% | |
| MFS Mid Cap Value Class R6 | Mutual Funds | — | — | $1.4M | 2.2% | |
| T Rowe Price T. Rowe Price Rtmt I 2035 I | Mutual Funds | — | — | $1.3M | 2.0% | |
| T Rowe Price T. Rowe Price Rtmt I 2020 I | Mutual Funds | — | — | $1.2M | 1.9% | |
| JPMorgan Mid Cap Gro Fd Cl R6 | Other securities | — | — | $1.0M | 1.6% | |
| TIAA CREF Traditional Annuity Accounts – benefit responsive, at contract value | Mutual Funds | — | — | $972K | 1.5% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $886K | 1.4% | |
| T Rowe Price T Rowe Price Intl Discovery I | Mutual Funds | — | — | $878K | 1.4% | |
| T Rowe Price T. Rowe Price Rtmt I 2060 I | Mutual Funds | — | — | $826K | 1.3% | |
| T Rowe Price T. Rowe Price Rtmt I 2045 I | Mutual Funds | — | — | $816K | 1.3% | |
| CREF Growth R1 | Mutual Funds | — | — | $752K | 1.2% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $714K | 1.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $585K | 0.9% | |
| T Rowe Price T Rowe Price Emerg Mkts Stk I | Mutual Funds | — | — | $546K | 0.9% | |
| T Rowe Price T. Rowe Price Rtmt I 2025 I | Mutual Funds | — | — | $525K | 0.8% | |
| T Rowe Price T. Rowe Price Rtmt I 2055 I | Mutual Funds | — | — | $511K | 0.8% | |
| Champlain Small Company Instl | Common Stocks | — | — | $470K | 0.7% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $338K | 0.5% | |
| Nuveen Mid-Cap Val-Rtmt | Mutual Funds | — | — | $304K | 0.5% | |
| Nuveen Infl-Lnkd Bond-Rtmt ** 995 * Nuveen Intl Eq Idx-Rtmt | Common Collective Trusts | — | — | $239K | 0.4% | |
| and maturity dates through June 2037 | Other securities | — | — | $208K | 0.3% | |
| Nuveen Lifecycle 2040-Rtmt | Mutual Funds | — | — | $191K | 0.3% | |
| T Rowe Price T. Rowe Price Rtmt I 2010 I | Mutual Funds | — | — | $173K | 0.3% | |
| Nuveen Lg-Cap Gr-Rtmt ** 400 * Nuveen Lg-Cap Val Idx-Rtmt | Common Collective Trusts | — | — | $167K | 0.3% | |
| Nuveen Core Plus Bond-Rtmt | Mutual Funds | — | — | $152K | 0.2% | |
| Nuveen Eq Index-Rtmt | Mutual Funds | — | — | $131K | 0.2% | |
| Nuveen Lg-Cap Val-Rtmt | Mutual Funds | — | — | $117K | 0.2% | |
| Nuveen S&P 500 Idx-Rtmt | Common Collective Trusts | — | — | $105K | 0.2% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $96K | 0.2% | |
| T Rowe Price T Rowe Price Retirement 2065 I | Mutual Funds | — | — | $90K | 0.1% | |
| Nuveen Qt Sml Cap Eq Rtmt | Mutual Funds | — | — | $88K | 0.1% | |
| T Rowe Price T. Rowe Price Rtmt I 2015 I | Mutual Funds | — | — | $86K | 0.1% | |
| TIAA CREF TIAA-CREF Self Directed Acct | Self-Directed Brokerage | — | — | $85K | 0.1% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $79K | 0.1% | |
| Nuveen Real Est Secs-Rtmt | Mutual Funds | — | — | $75K | 0.1% | |
| Nuveen Lg-Cap Gr Idx-Rtmt | Common Collective Trusts | — | — | $74K | 0.1% |
