Catalyst Inc.'s EIN is 13-1992402.
Download the official 2023 Form 5500 (PDF) for Catalyst Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Catalyst Inc.'s plan includes a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| CREF Stock R1 | Mutual Funds | — | — | $5.4M | 22.7% | |
| ( a ) ( b ) ( c ) ( d ) ( e ) * TIAA Insurance Company General Contract TIAA Traditional Non Benefit-Responsive | Mutual Funds | — | — | $2.3M | 9.6% | |
| CREF Growth R1 | Mutual Funds | — | — | $1.6M | 6.6% | |
| NUVEEN Lifecycle IX 2050 Retire LV | Mutual Funds | — | — | $1.3M | 5.4% | |
| NUVEEN Lifecycle IX 2045 Retire LU | Mutual Funds | — | — | $1.3M | 5.3% | |
| NUVEEN Lifecycle IX 2035 Retire LS | Mutual Funds | — | — | $1.2M | 5.1% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $1.1M | 4.6% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $946K | 4.0% | |
| NUVEEN Lifecycle IX 2040 Retire LT | Mutual Funds | — | — | $930K | 3.9% | |
| NUVEEN Lifecycle IX 2055 Retire ZM | Mutual Funds | — | — | $756K | 3.2% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $706K | 3.0% | |
| NUVEEN Lifecycle IX 2030 Retire LR | Mutual Funds | — | — | $605K | 2.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $570K | 2.4% | |
| TIAA Access NUV Core Equity T4 | Mutual Funds | — | — | $565K | 2.4% | |
| NUVEEN Lifecycle IX 2025 Retire LQ | Mutual Funds | — | — | $442K | 1.8% | |
| NUVEEN Lifecycle IX 2060 Retire AK | Mutual Funds | — | — | $420K | 1.8% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $406K | 1.7% | |
| CREF Money Market R1 | Mutual Funds | — | — | $395K | 1.7% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $324K | 1.4% | |
| TIAA-CREF CREF Funds CREF Core Bond R1 | Mutual Funds | — | — | $320K | 1.3% | |
| TIAA-CREF Funds NUVEEN Lifecycle IX 2020 Retire LP | Mutual Funds | — | — | $261K | 1.1% | |
| Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | — | $252K | 1.1% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $206K | 0.9% | |
| NUVEEN Money Market-Rtmt XU | Mutual Funds | — | — | $163K | 0.7% | |
| MFS Mid Cap Value Class R4 | Mutual Funds | — | — | $141K | 0.6% | |
| American Funds AF EuroPacific Growth Fund R4 | Mutual Funds | — | — | $125K | 0.5% | |
| TIAA Access NUV Mid-Cap Val T4 | Mutual Funds | — | — | $125K | 0.5% | |
| TIAA Access NUV Intl Equity T4 | Mutual Funds | — | — | $124K | 0.5% | |
| TIAA Traditional Non Benefit-Responsive 2 | Mutual Funds | — | — | $100K | 0.4% | |
| TIAA Access NUV Sm-Cap Bl Idx T4 | Common Collective Trusts | — | — | $96K | 0.4% | |
| TIAA Access NUV Lg-Cap Gr Idx (Retirement) | Common Collective Trusts | — | — | $81K | 0.3% | |
| Allspring Spec SmallCap Val R6 | Other securities | — | — | $76K | 0.3% | |
| TIAA Access NUV Lg-Cap Val T4 | Mutual Funds | — | — | $74K | 0.3% | |
| TIAA Traditional Benefit-Responsive 2 at contract value | Mutual Funds | — | — | $69K | 0.3% | |
| Dodge & Cox Dodge Money Market Rtmt XU 934 MFS Value Fund Class R4 | Mutual Funds | — | — | $67K | 0.3% | |
| Participant loans Rates are 4.25%-9.50% with maturity dates through 4/15/2029 -0- | Bonds / Notes | — | — | $60K | 0.3% | |
| Harbor Capital Harbor Capital Appreciation In | Other securities | — | — | $53K | 0.2% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $45K | 0.2% | |
| TIAA Access Annuity TIAA Access NUV Core Bond Plus T4 | Mutual Funds | — | — | $42K | 0.2% | |
| TIAA Access NUV Lifecycle 2035 T4 | Mutual Funds | — | — | $36K | 0.2% | |
| TIAA Access NUV Real Est Secs T4 | Mutual Funds | — | — | $36K | 0.2% | |
| TIAA Access NUV Lifecycle 2040 T4 | Mutual Funds | — | — | $32K | 0.1% | |
| TIAA Access NUV Mid-Cap Gr T4 | Mutual Funds | — | — | $27K | 0.1% | |
| Principal Small Cap Grw I R5 | Other securities | — | — | $23K | <0.1% | |
| TIAA Access NUV Lg-Cap Gr T4 | Mutual Funds | — | — | $13K | <0.1% | |
| MFS Mid Cap Growth Fund R4 | Mutual Funds | — | — | $10K | <0.1% | |
| TIAA Access NUV Quant Sml Cp Eq T4 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
