Mercy University's EIN is 13-1967321.
Download the official 2024 Form 5500 (PDF) for Mercy University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mercy University's plan includes a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA CREF | 13-1624203 | — | NONE | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTER, LLC | — | RALEIGH, NC | NONE | $51K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF Stock | Mutual Funds | — | — | $15.8M | 15.8% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $12.8M | 12.8% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $11.2M | 11.1% | |
| SEPARATE ACCOUNT II TALCOTT RESOLUTION LIFE · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $5.6M | 5.6% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $5.4M | 5.4% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $4.6M | 4.6% | |
| CREF Growth | Mutual Funds | — | — | $4.4M | 4.4% | |
| CREF Global Equities | Mutual Funds | — | — | $3.9M | 3.9% | |
| CREF Equity Index | Common Collective Trusts | — | — | $3.5M | 3.5% | |
| TIAA REAL ESTATE ACCOUNT TIAA OF AMERICA · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.2M | 2.2% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $2.2M | 2.2% | |
| T. Rowe Price Retire 2035 Fund | Other securities | — | — | $2.1M | 2.1% | |
| T. Rowe Price Blue Chip Gr I | Other securities | — | — | $2.0M | 2.0% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $2.0M | 2.0% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $1.7M | 1.7% | |
| T. Rowe Price Retire 2025 Fund | Other securities | — | — | $1.6M | 1.6% | |
| Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | — | $1.6M | 1.6% | |
| American EuroPac Growth R6 | Other securities | — | — | $1.4M | 1.4% | |
| T. Rowe Price Retire 2030 Fund | Other securities | — | — | $1.4M | 1.4% | |
| CREF Bond Market | Mutual Funds | — | — | $1.4M | 1.3% | |
| CREF Social Choice | Mutual Funds | — | — | $1.3M | 1.3% | |
| MFS Mid Cap Value Class R6 | Mutual Funds | — | — | $1.2M | 1.2% | |
| T. Rowe Price Retire 2040 Fund | Other securities | — | — | $1.0M | 1.0% | |
| T. Rowe Price Retire 2045 Fund | Other securities | — | — | $986K | 1.0% | |
| T. Rowe Price Retire 2050 Fund | Other securities | — | — | $879K | 0.9% | |
| Americn Fnd The Grw Fd Of Amr Inv Opt R3 | Other securities | — | — | $878K | 0.9% | |
| T. Rowe Price Retire 2020 Fund | Other securities | — | — | $851K | 0.8% | |
| CREF Money Market | Mutual Funds | — | — | $760K | 0.8% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $750K | 0.7% | |
| Metropolitan W Tot Ret Bd Pln | Other securities | — | — | $713K | 0.7% | |
| Participant loans | Participant loans | — | — | $628K | 0.6% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $615K | 0.6% | |
| T. Rowe Price Retire 2015 Fund | Other securities | — | — | $608K | 0.6% | |
| Janus Henderson Forty Inv Opt S | Mutual Funds | — | — | $547K | 0.5% | |
| T. Rowe Price Retire 2055 Fund | Other securities | — | — | $533K | 0.5% | |
| Principal Small Cap Val II R6 | Other securities | — | — | $521K | 0.5% | |
| Blackrock Lifepath Dynam 2030 Inv Opt A | Other securities | — | — | $440K | 0.4% | |
| Goldman Sachs Mid Cap Value A | Other securities | — | — | $403K | 0.4% | |
| General Account | Other securities | — | — | $365K | 0.4% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $295K | 0.3% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $292K | 0.3% | |
| MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $281K | 0.3% | |
| T. Rowe Price Retire 2010 Fund | Other securities | — | — | $259K | 0.3% | |
| Invesco Main Street Mid Cap Inv Opt A | Mutual Funds | — | — | $239K | 0.2% | |
| T. Rowe Inte US Sm-Cp Gr Eq I | Other securities | — | — | $235K | 0.2% | |
| Hartford Disciplined Eq Hls Inv Opt Ib | Other securities | — | — | $229K | 0.2% | |
| Lord Abbett Bond Debenture Inv Opt A | U.S. Treasuries | — | — | $229K | 0.2% | |
| Cohen & Steers Inst Realty Shar | Other securities | — | — | $202K | 0.2% | |
| Invesco Developing Markets Inv Opt A | Mutual Funds | — | — | $167K | 0.2% | |
| Eaton Vance Dividend Builder Inv Opt A | Other securities | — | — | $160K | 0.2% |
