Shawn Davidson signed The Foundation for AIDS Research's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Foundation for AIDS Research's EIN is 13-3163817.
Download the official 2024 Form 5500 (PDF) for The Foundation for AIDS Research from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Foundation for AIDS Research's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | ADVISOR | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA CREF Growth | Mutual Funds | — | — | $2.7M | 10.8% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $2.5M | 10.1% | |
| TIAA CREF Stock | Mutual Funds | — | — | $2.4M | 9.5% | |
| Vanguard Windsor II Adm | Mutual Funds | — | — | $1.7M | 7.0% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $1.7M | 6.9% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $1.5M | 6.1% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $1.2M | 4.7% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $869K | 3.5% | |
| TIAA CREF Equity Index | Common Collective Trusts | — | — | $842K | 3.4% | |
| T. Rowe Price Dividend Growth Inv | Other securities | — | — | $827K | 3.4% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $814K | 3.3% | |
| Hotchkis and Wiley Val Opp I | Other securities | — | — | $706K | 2.9% | |
| TIAA CREF Global Equities | Mutual Funds | — | — | $704K | 2.9% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $657K | 2.7% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $496K | 2.0% | |
| First Eagle First Eagle Overseas Fund R6 | Other securities | — | — | $443K | 1.8% | |
| TIAA CREF Social Choice | Mutual Funds | — | — | $411K | 1.7% | |
| Vanguard Federal Money Market INV | Mutual Funds | — | — | $356K | 1.4% | |
| Lord Abbett Bond Debenture R6 | U.S. Treasuries | — | — | $339K | 1.4% | |
| Federated Hermes Instl Hiyd BD R6 | Other securities | — | — | $318K | 1.3% | |
| Invesco Emerging Markets All Cap R5 | Mutual Funds | — | — | $317K | 1.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $289K | 1.2% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $286K | 1.2% | |
| AllianceBernstein Global Bond Fund Z | Other securities | — | — | $280K | 1.1% | |
| TIAA CREF Core Bond | Mutual Funds | — | — | $183K | 0.7% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $169K | 0.7% | |
| BlackRock Global Allocation Inv K | Other securities | — | — | $163K | 0.7% | |
| Nuveen Small Cap Value R6 | Mutual Funds | — | — | $134K | 0.5% | |
| Vanguard Inflation-Protected Sec Adm | Mutual Funds | — | — | $131K | 0.5% | |
| TIAA Access Nuveen Equity Idx T4N | Common Collective Trusts | — | — | $127K | 0.5% | |
| American Funds New World R6 | Mutual Funds | — | — | $110K | 0.4% | |
| Vanguard Short Term Corp BD Idex Adm | Mutual Funds | — | — | $107K | 0.4% | |
| TIAA CREF Money Market | Mutual Funds | — | — | $104K | 0.4% | |
| TIAA CREF Inflation-Linked Bond | Mutual Funds | — | — | $84K | 0.3% | |
| Franklin Templeton Franklin Income R6 | Mutual Funds | — | — | $73K | 0.3% | |
| Goldman Sachs Local Emerg Mkts Debt R6 | Other securities | — | — | $68K | 0.3% | |
| MFS Emerging Markets Debt R6 | Mutual Funds | — | — | $66K | 0.3% | |
| TIAA Access Nuveen LifCyc 2050 T4 | Mutual Funds | — | — | $31K | 0.1% | |
| PIMCO Commodities PLUS Strategy Instl | Mutual Funds | — | — | $22K | <0.1% | |
| TIAA Access Nuv Life Cycle 2030 T4 | Mutual Funds | — | — | $16K | <0.1% | |
| Macquarie Corporate Bond R6 | Other securities | — | — | $13K | <0.1% | |
| TIAA Access Nuveen Rl Est Sec T4 555 * TIAA Access T-C Mid Cap Grw T4 | Mutual Funds | — | — | $7K | <0.1% | |
| TIAA Access Nuveen Grw & Inc T4 575 * TIAA Access T-C Intl Equity T4 267 * TIAA Access T-C Lrg Cap Gr T4 | Mutual Funds | — | — | $7K | <0.1% | |
| TIAA Access T-C Bond Plus T4 | Mutual Funds | — | — | $4K | <0.1% | |
| Voya Intermediate Bond Inst | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
