Sponsors for Educational Opportunity's EIN is 13-2578670.
Download the official 2024 Form 5500 (PDF) for Sponsors for Educational Opportunity from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sponsors for Educational Opportunity's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $20K | — |
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 Equity Index R1 | Common Collective Trusts | — | — | $2.8M | 14.1% | |
| CREF Stock R1 | Mutual Funds | — | — | $1.7M | 8.5% | |
| CREF Growth R1 | Mutual Funds | — | — | $1.4M | 7.3% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $1.3M | 6.6% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $1.3M | 6.5% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $1.1M | 5.8% | |
| rate. No collateral or par value. Maturity value is principal, plus accrued interest. | Other securities | — | — | $842K | 4.3% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $731K | 3.7% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $645K | 3.3% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $608K | 3.1% | |
| TIAA Access Nuveen Lifecycle 2055 T4 | Mutual Funds | — | — | $454K | 2.3% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $432K | 2.2% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $428K | 2.2% | |
| CREF Money Market R1 | Mutual Funds | — | — | $401K | 2.0% | |
| interest. | Other securities | — | — | $388K | 2.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $383K | 2.0% | |
| TIAA Access Nuveen Large Cap Growth T4 | Mutual Funds | — | — | $380K | 1.9% | |
| TIAA Access Accounts (continued) * TIAA Access Nuveen Lifecycle 2050 T4 | Mutual Funds | — | — | $301K | 1.5% | |
| Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $295K | 1.5% | |
| TIAA Access Nuveen Lifecycle 2045 T4 | Mutual Funds | — | — | $268K | 1.4% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $245K | 1.3% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $239K | 1.2% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $236K | 1.2% | |
| TIAA Access Nuveen Lifecycle 2030 T4 | Mutual Funds | — | — | $214K | 1.1% | |
| Vanguard Total International Stock Index Adm | Mutual Funds | — | — | $199K | 1.0% | |
| TIAA Access Nuveen Large Cap Value T4 | Mutual Funds | — | — | $174K | 0.9% | |
| TIAA Access Nuveen International Equity T4 | Mutual Funds | — | — | $163K | 0.8% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $149K | 0.8% | |
| Registered Investment Companies American Funds American Fund New Perspective R6 | Mutual Funds | — | — | $144K | 0.7% | |
| Vanguard Small-Cap Index Adm | Mutual Funds | — | — | $140K | 0.7% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $136K | 0.7% | |
| TIAA Access Nuveen Mid Cap Value T4 | Mutual Funds | — | — | $121K | 0.6% | |
| TIAA Access Nuveen Quant Small Cap Equity T4 | Mutual Funds | — | — | $103K | 0.5% | |
| TIAA Stable Value Fund | Stable Value | — | — | $97K | 0.5% | |
| TIAA Access Nuveen Small Cap Blend Index T4 | Mutual Funds | — | — | $96K | 0.5% | |
| MFS Growth Fund Class R6 | Mutual Funds | — | — | $91K | 0.5% | |
| TIAA Access Nuveen Equity Index T4 | Common Collective Trusts | — | — | $87K | 0.4% | |
| Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $85K | 0.4% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $83K | 0.4% | |
| TIAA Access Nuveen Lifecycle 2020 T4 678 * TIAA Access Nuveen Lifecycle 2025 T4 | Mutual Funds | — | — | $78K | 0.4% | |
| TIAA Access Nuveen Mid Cap Growth T4 | Mutual Funds | — | — | $73K | 0.4% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $68K | 0.3% | |
| Vanguard Mid-Cap Index Adm | Mutual Funds | — | — | $46K | 0.2% | |
| TIAA Access Nuveen Lifecycle 2040 T4 | Mutual Funds | — | — | $46K | 0.2% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $43K | 0.2% | |
| TIAA Access Nuveen Lifecycle 2060 T4 | Mutual Funds | — | — | $42K | 0.2% | |
| Vanguard Mid-Cap Growth Index Adm | Mutual Funds | — | — | $42K | 0.2% | |
| TIAA Access Nuveen Real Estate Securities T4 | Mutual Funds | — | — | $39K | 0.2% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $36K | 0.2% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund Z | Other securities | — | — | $32K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
