Layla Naficy signed Council on Foreign Relations' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Council on Foreign Relations' EIN is 13-1628168.
Download the official 2024 Form 5500 (PDF) for Council on Foreign Relations from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Council on Foreign Relations' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 | $87K | — |
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 * CREF Stock R2 | Mutual Funds | — | — | $21.4M | 13.0% | |
| Vanguard Ttl Stk Mkt Idx Inst | Common Collective Trusts | — | — | $14.4M | 8.7% | |
| Insurance Company General Contracts - Non Benefit Responsive * TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $13.7M | 8.3% | |
| CREF Growth R2 | Mutual Funds | — | — | $9.4M | 5.7% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $9.4M | 5.7% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $8.8M | 5.4% | |
| CREF Stock R4 | Mutual Funds | — | — | $6.7M | 4.1% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $5.8M | 3.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.1M | 3.1% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $4.9M | 3.0% | |
| Nuveen Lifecycle Ix 2040 R6 | Mutual Funds | — | — | $4.7M | 2.9% | |
| CREF Social Choice R4 | Mutual Funds | — | — | $4.3M | 2.6% | |
| Nuveen Lifecycle Ix 2045 R6 | Mutual Funds | — | — | $4.2M | 2.5% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $4.1M | 2.5% | |
| Nuveen Lifecycle Ix 2050 R6 | Mutual Funds | — | — | $4.0M | 2.4% | |
| TIAA Traditional Benefit Responsive 2*** | Mutual Funds | — | — | $3.5M | 2.2% | |
| Nuveen Lifecycle Ix 2055 R6 | Mutual Funds | — | — | $3.4M | 2.1% | |
| T. Rowe Price T. Rowe Price Blue Chip Gr I | Other securities | — | — | $3.3M | 2.0% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $2.9M | 1.8% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $2.8M | 1.7% | |
| CREF Money Market R2 | Mutual Funds | — | — | $2.5M | 1.5% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $2.4M | 1.5% | |
| Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | — | $2.4M | 1.4% | |
| Nuveen Lifecycle Ix 2035 R6 | Mutual Funds | — | — | $2.3M | 1.4% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $2.3M | 1.4% | |
| Nuveen Lifecycle Ix 2030 R6 | Mutual Funds | — | — | $2.2M | 1.4% | |
| Nuveen Lifecycle Ix Ret Inc R6 ** 355 Nuveen Lifecycle Ix 2060 R6 | Mutual Funds | — | — | $2.1M | 1.3% | |
| American Funds American EuroPac Growth R6 | Mutual Funds | — | — | $2.0M | 1.2% | |
| J.P. Morgan JPMorgan US Small Company R6 | Common Stocks | — | — | $1.9M | 1.2% | |
| Insurance Company General Contracts - Fully Benefit Responsive * TIAA Traditional Benefit Responsive*** | Mutual Funds | — | — | $1.8M | 1.1% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $1.4M | 0.9% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $1.2M | 0.7% | |
| Nuveen Lifecycle Ix 2025 R6 | Mutual Funds | — | — | $892K | 0.5% | |
| Nuveen Lifecycle Ix 2020-Ins | Mutual Funds | — | — | $792K | 0.5% | |
| Nuveen Lifecycle Ix 2065 R6 | Mutual Funds | — | — | $672K | 0.4% | |
| Vanguard Pacific Stk Idx Adm | Common Collective Trusts | — | — | $224K | 0.1% | |
| Vanguard European Stk Idx Adm | Common Collective Trusts | — | — | $186K | 0.1% | |
| Participant loans * Interest rates ranging from 4.25% to 9.5% with maturity dates through 2029 -0- | Bonds / Notes | — | — | $185K | 0.1% | |
| Nuveen Lifecycle Ix 2010 R6 | Mutual Funds | — | — | $148K | <0.1% | |
| Nuveen Lifecycle Ix 2015 R6 | Mutual Funds | — | — | $108K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
