Irena Dimario signed The Rockefeller Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Rockefeller Foundation's EIN is 13-1659629.
Download the official 2024 Form 5500 (PDF) for The Rockefeller Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Rockefeller Foundation's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $4K | — |
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 Vangrd Trgt Retire 2050 Fd | Mutual Funds | — | — | $10.7M | 9.0% | |
| Vanguard Instit Index Fnd Inst | Mutual Funds | — | — | $10.4M | 8.8% | |
| Vanguard Vangrd Trgt Retire 2045 Fd | Mutual Funds | — | — | $10.4M | 8.7% | |
| Vangrd Tot St Mkt Indx Fd Adm Registered Investment Company | Common Stocks | — | — | $9.6M | 8.1% | |
| Vanguard Totl Stck Mkt Index Fd Adm | Mutual Funds | — | — | $9.6M | 8.1% | |
| Vanguard Vangrd Trgt Retire 2040 Fd | Mutual Funds | — | — | $9.4M | 7.9% | |
| Vanguard Vangrd Trgt Retire 2030 Fd | Mutual Funds | — | — | $8.1M | 6.8% | |
| Vanguard Vangrd Trgt Retire 2055 Fd | Mutual Funds | — | — | $7.0M | 5.9% | |
| Vanguard Vangrd Trgt Retire 2035 Fd | Mutual Funds | — | — | $6.4M | 5.4% | |
| Vanguard U.S. Growth Fund Adm | Mutual Funds | — | — | $5.7M | 4.8% | |
| Vanguard Explorer Fund Adm | Mutual Funds | — | — | $4.9M | 4.1% | |
| Vangrd Intl Grw Fnd Adm Registered Investment Company | Common Stocks | — | — | $4.8M | 4.1% | |
| Vanguard International Growth | Mutual Funds | — | — | $4.8M | 4.1% | |
| Vanguard Windsor Fund Adm | Mutual Funds | — | — | $4.6M | 3.9% | |
| Vanguard Vangrd Trgt Retire 2025 Fd | Mutual Funds | — | — | $4.5M | 3.8% | |
| Vangrd Wellesley Inc Fnd Adm Registered Investment Company | Common Stocks | — | — | $2.7M | 2.3% | |
| Vanguard Wellesley Income Fund Adm | Mutual Funds | — | — | $2.7M | 2.3% | |
| Vanguard Wellington Fd Adm | Mutual Funds | — | — | $2.7M | 2.3% | |
| Vanguard Tsy Money Market Fund Inv | U.S. Treasuries | — | — | $2.4M | 2.0% | |
| Vangrd Em Mkts Stk Ind Fd Adm Registered Investment Company | Common Stocks | — | — | $2.0M | 1.7% | |
| Vanguard Vangrd Trgt Retire 2060 Fd | Mutual Funds | — | — | $1.9M | 1.6% | |
| Nuveen Large Cap Responsible Eq R6 | Mutual Funds | — | — | $1.9M | 1.6% | |
| Vanguard Short-term Treasury Fn Adm | Mutual Funds | — | — | $1.7M | 1.4% | |
| Vangrd St-Trm Treasury Fnd Adm Registered Investment Company | Common Stocks | — | — | $1.7M | 1.4% | |
| Vanguard Emr Mkts Sel Stck Fd Inv | Mutual Funds | — | — | $1.4M | 1.2% | |
| Vanguard Vangrd Trgt Retire 2020 Fd | Mutual Funds | — | — | $1.2M | 1.0% | |
| American Beacon AmBcn Grca Hmltn Qual Bd Fd R6 | Other securities | — | — | $987K | 0.8% | |
| Vanguard Infl-Prt Securities Fd Adm | Mutual Funds | — | — | $885K | 0.7% | |
| Vanguard Total Bnd Mkt Ind F Adm | Mutual Funds | — | — | $635K | 0.5% | |
| Vanguard FTSE Social Ind Fd Adm | Mutual Funds | — | — | $561K | 0.5% | |
| Vanguard Vangrd Trgt Retire Inc Fd | Mutual Funds | — | — | $440K | 0.4% | |
| Vanguard Global Equity Fund Inv | Mutual Funds | — | — | $377K | 0.3% | |
| Vanguard Vangrd Trgt Retire 2065 Fd | Mutual Funds | — | — | $326K | 0.3% | |
| NOTES RECEIVABLE FROM PARTICIPANTS Rates 6.5% to 9.50% with maturities through 2037 | Bonds / Notes | — | — | $189K | 0.2% | |
| Participant Loans - Rates 4.25% to 9.50% | Bonds / Notes | — | — | $189K | 0.2% | |
| Vanguard ShtTrmInfProtSecsIndxFAdm | Mutual Funds | — | — | $55K | <0.1% | |
| Vangrd ShtTrmInfProtSecIndAdm Registered Investment Company | Common Stocks | — | — | $55K | <0.1% | |
| Voya Gov Money Mkt Fnd A (Hold Acct) | Cash / Money Market | — | — | $13K | <0.1% | |
| WELLINGTON CIF II CORE BOND PLUS S1 WILMINGTON TRUST, N.A. · EIN 04-6913417 / PN 145 | Common Collective Trust | — | — | $0 | <0.1% |
