Russell Sage Foundation's EIN is 13-1635303.
Download the official 2024 Form 5500 (PDF) for Russell Sage Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Russell Sage Foundation'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 | $7K | — |
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 Vanguard 500 Idx Adm | Common Collective Trusts | — | $16K | $10.1M | 19.9% | |
| UNALLOCATED CONTRACT, AT FAIR VALUE * TIAA Traditional Annuity Account | Mutual Funds | — | — | $7.7M | 15.2% | |
| Nuveen LfCycle Ix 2035 R6 | Mutual Funds | — | $167K | $5.1M | 10.1% | |
| Nuveen Internatl Eq Idx R6 143,438 ` | Common Collective Trusts | — | — | $4.0M | 7.8% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | $3.7M | $3.7M | 7.3% | |
| CREF Stock R1 | Mutual Funds | — | $3K | $3.2M | 6.3% | |
| Nuveen Equity Index R6 | Common Collective Trusts | — | $64K | $3.0M | 5.9% | |
| UNALLOCATED CONTRACT, AT CONTRACT VALUE * TIAA Traditional Annuity Account | Mutual Funds | — | — | $2.0M | 4.0% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | $197K | $1.9M | 3.8% | |
| Nuveen LfCycle Ix 2030 R6 | Mutual Funds | — | $62K | $1.7M | 3.4% | |
| Nuveen LfCycle Ix 2025 R6 | Mutual Funds | — | $34K | $815K | 1.6% | |
| Nuveen LfCycle Ix 2040 R6 | Mutual Funds | — | $24K | $803K | 1.6% | |
| Nuveen LfCycle Ix 2045 R6 | Mutual Funds | — | $21K | $768K | 1.5% | |
| CREF Growth R1 | Mutual Funds | — | $1K | $725K | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $1K | $651K | 1.3% | |
| CREF Equity Index R1 | Common Collective Trusts | — | $1K | $635K | 1.3% | |
| Nuveen LfCycle Ix 2015 R6 | Mutual Funds | — | $28K | $521K | 1.0% | |
| Nuveen Large Cap Resp Eq R6 | Mutual Funds | — | $16K | $487K | 1.0% | |
| TIAA Access Nuv LifCyc 2030 T4 | Mutual Funds | — | $7K | $482K | 0.9% | |
| Nuveen LfCycle Ix 2050 R6 | Mutual Funds | — | $12K | $436K | 0.9% | |
| CREF Global Equities R1 980 | Mutual Funds | — | — | $390K | 0.8% | |
| Vanguard Ttl Intl Bnd Idx Adm | Common Collective Trusts | — | $15K | $294K | 0.6% | |
| Nuveen LfCycle Ix 2060 R6 | Mutual Funds | — | $12K | $288K | 0.6% | |
| Nuveen LfCycle Ix 2055 R6 | Mutual Funds | — | $6K | $179K | 0.4% | |
| CREF Social Choice R1 244 | Mutual Funds | — | — | $99K | 0.2% | |
| TIAA Access Nuv LifCyc 2035 T4 | Mutual Funds | — | $1K | $91K | 0.2% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 895 | Mutual Funds | — | — | $78K | 0.2% | |
| CREF Money Market R1 | Mutual Funds | — | $2K | $70K | 0.1% | |
| with maturities through 2027 | Other securities | — | — | $65K | 0.1% | |
| TIAA Access Nuv Intl Equity T4 | Mutual Funds | — | $1K | $63K | 0.1% | |
| TIAA Access Nuv LifCyc 2040 T4 589 | Mutual Funds | — | — | $49K | <0.1% | |
| Nuveen LfCycle Ix 2065 R6 | Mutual Funds | — | $3K | $43K | <0.1% | |
| CREF Core Bond R1 291 | Mutual Funds | — | — | $41K | <0.1% | |
| TIAA Access Nuv Lrg Cap Val T4 421 | Mutual Funds | — | — | $35K | <0.1% | |
| Nuveen LfCycle Ix 2010 R6 | Mutual Funds | — | $2K | $33K | <0.1% | |
| TIAA Access Nuv Mid Cap Val T4 299 | Mutual Funds | — | — | $24K | <0.1% | |
| TIAA Access Nuv RlEstSecSel T4 447 | Mutual Funds | — | — | $24K | <0.1% | |
| TIAA Access Nuv Core Pl Bd T4 492 | Mutual Funds | — | — | $21K | <0.1% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 198 | Mutual Funds | — | — | $20K | <0.1% | |
| TIAA Access Nuv Lrg Cap Gr T4 85 | Mutual Funds | — | — | $17K | <0.1% | |
| CREF Inflation-Linked Bond R1 155 | Mutual Funds | — | — | $14K | <0.1% | |
| TIAA Access Nuv LgCp Res Eq T4 79 | Mutual Funds | — | — | $10K | <0.1% | |
| TIAA Access Nuv Core Equity T4 51 | Mutual Funds | — | — | $8K | <0.1% | |
| TIAA Access Nuv Equity Idx T4 59 | Common Collective Trusts | — | — | $8K | <0.1% | |
| TIAA Access Nuv Qnt MdCpGrw T4 65 | Mutual Funds | — | — | $6K | <0.1% | |
| TIAA Access Nuv Core Bond T4 91 | Mutual Funds | — | — | $4K | <0.1% | |
| TIAA Access Nuv Infl Lnk Bd T4 61 | Mutual Funds | — | — | $3K | <0.1% | |
| TIAA Access Nuv LifCyc 2010 T4 28 | Mutual Funds | — | — | $2K | <0.1% | |
| TIAA Access Nuv Money Mkt T4 44 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
