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Original filing (PDF)20250806102449NAL0002705297001
TRUSTEES OF COLUMBIA UNIVERSITY
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY
Pooled investment trust — a fund that other plans invest in — not a participant plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
15,229
Accounts w/ balance
32,292
Plan assets (EOY)
$5.6B
Net assets (EOY)
$5.6B
How this plan invests
1 plans
invest in this fund
This trust
pooled vehicle
65 securities
Schedule of Assets
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
Master trust / DFE filing
Pooled investment vehicle
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Pooled assets (EOY)
$5.6B
Net assets (EOY)
$5.6B
Participating plans
1
latest filings citing this trust
Cited interest
$0
across citing plans' latest filings
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF COLUMBIA UNIVERSITY.
Plan sponsor
Name
TRUSTEES OF COLUMBIA UNIVERSITY
EIN
13-5598093
Address
615 W 131ST ST · STUDEBAKER, 4TH FLOOR · NEW YORK, NY · 100277922
Phone
(212) 851-7000
Industry
Educational Servicessee all
Plan administrator
Name
COLUMBIA UNIVERSITY VICE PRESIDENT OF HUMAN RESOURCES
EIN
13-2855235
City
NEW YORK, NY
Phone
(212) 851-7000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-06
Pension benefit codes
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON HEWITT INVESTMENT CONSULTING | 36-3109431 | — | CONSULTANT | $87K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | BROKER | $0 | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC | 22-1945930 | — | TRUSTEE | $528K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEYFARTH SHAW | 36-2152202 | — | ATTORNEY | $181K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $242K | — |
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | NONE | $50K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $34K | — |
Investments
64 direct securities · 1 pooled fund· $5.6B(100% of reported assets)
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.
Uncategorized
$5.6B
64 holdings
Pooled Separate Account
$69.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA * TIAA TRADITIONAL NON BENEFIT RESPONSIVE NBR - RA Unallocated Annuity Contracts # | — | — | — | $862.2M | 15.3% | |
| CREF * CREF STOCK R3 KH Variable Annuity # | — | — | — | $752.5M | 13.3% | |
| Vanguard Institutional Index Fund Plus Shares Registered Investment Company # | — | — | — | $356.8M | 6.3% | |
| Vanguard Total Stock Market Index Fund: Inst'l Shr Registered Investment Company # | — | — | — | $281.9M | 5.0% | |
| Vanguard Institutional Target Retirement 2045 Fund Registered Investment Company # | — | — | — | $255.0M | 4.5% | |
| Vanguard Institutional Target Retirement 2040 Fund Registered Investment Company # | — | — | — | $242.8M | 4.3% | |
| Vanguard Institutional Target Retirement 2035 Fund Registered Investment Company # | — | — | — | $206.9M | 3.7% | |
| CREF GLOBAL EQUITIES R3 KO Variable Annuity # | — | — | — | $194.3M | 3.4% | |
| Vanguard Institutional Target Retirement 2050 Fund Registered Investment Company # | — | — | — | $181.6M | 3.2% | |
| Vanguard Institutional Target Retirement 2030 Fund Registered Investment Company # | — | — | — | $181.0M | 3.2% | |
| CREF GROWTH R3 KQ Variable Annuity # | — | — | — | $169.1M | 3.0% | |
| CREF EQUITY INDEX R3 KR Variable Annuity # | — | — | — | $123.6M | 2.2% | |
| Vanguard Institutional Target Retirement 2025 Fund Registered Investment Company # | — | — | — | $121.4M | 2.2% | |
| TIAA TRADITIONAL NON BENEFIT RESPONSIVE 2 NB2 - RC Unallocated Annuity Contracts # | — | — | — | $107.2M | 1.9% | |
| VANGUARD TTL WRLD STK IDX INST BZ Registered Investment Company # | — | — | — | $107.2M | 1.9% | |
| Vanguard Federal Money Market Fund Registered Investment Company # | — | — | — | $99.2M | 1.8% | |
| Vanguard Institutional Target Retirement 2055 Fund Registered Investment Company # | — | — | — | $84.9M | 1.5% | |
| Vanguard Extended Market Index Fund: Inst'l Shares Registered Investment Company # | — | — | — | $81.5M | 1.4% | |
| VANGUARD INST IDX INST PLUS WK Registered Investment Company # | — | — | — | $77.1M | 1.4% | |
| CREF SOCIAL CHOICE R3 KJ Variable Annuity # | — | — | — | $75.1M | 1.3% | |
| TIAA-CREF REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $69.9M | 1.2% | |
| Vanguard Total Bond Market Index Fund: Inst'l Shr Registered Investment Company # | — | — | — | $69.8M | 1.2% | |
| CREF BOND MARKET R3 KK Variable Annuity # | — | — | — | $58.7M | 1.0% | |
| Vanguard Institutional Target Retirement 2020 Fund Registered Investment Company # | — | — | — | $55.0M | 1.0% | |
| Vanguard Self-Directed Brokerage Account Self-Directed Brokerage Account # | — | — | — | $52.1M | 0.9% | |
| VANGUARD TARGET RETIRE 2035 MS Registered Investment Company # | — | — | — | $52.0M | 0.9% | |
| Vanguard Target Retirement Income Registered Investment Company # | — | — | — | $50.4M | 0.9% | |
| VANGUARD TARGET RETIRE 2040 MT Registered Investment Company # | — | — | — | $48.5M | 0.9% | |
| Vanguard Total International Stock Index Fund: Inst'l Shr Registered Investment Company # | — | — | — | $46.8M | 0.8% | |
| VANGUARD TARGET RETIRE 2030 MR Registered Investment Company # | — | — | — | $43.4M | 0.8% | |
| CREF MONEY MARKET R3 KI Variable Annuity # | — | — | — | $42.0M | 0.7% | |
| VANGUARD TOTAL ST MK IX IN PL BY Registered Investment Company # | — | — | — | $41.3M | 0.7% | |
| VANGUARD TARGET RETIRE 2025 MQ Registered Investment Company # | — | — | — | $39.0M | 0.7% | |
| CREF INFLATION-LINKED BOND R3 KS Variable Annuity # | — | — | — | $38.7M | 0.7% | |
| VANGUARD TARGET RETIRE INCOME ML Registered Investment Company # | — | — | — | $33.9M | 0.6% | |
| VANGUARD TARGET RETIRE 2045 MU Registered Investment Company # | — | — | — | $30.8M | 0.5% | |
| VANGUARD TTL BD MKT IDX INSTPL BV Registered Investment Company # | — | — | — | $29.4M | 0.5% | |
| CALVERT US LRGCAPCO RESP IDX R6 CB Registered Investment Company # | — | — | — | $29.0M | 0.5% | |
| VANGUARD TARGET RETIRE 2020 MP Registered Investment Company # | — | — | — | $26.7M | 0.5% | |
| VANGUARD DEVLOPD MKTS IDX INS BS Registered Investment Company # | — | — | — | $22.0M | 0.4% | |
| VANGUARD EXTEND MKIDX INST PL BT Registered Investment Company # | — | — | — | $21.6M | 0.4% | |
| Vanguard Institutional Target Retirement 2060 Fund Registered Investment Company # | — | — | — | $21.5M | 0.4% | |
| VANGUARD REAL ESTATE IDX INST BD Registered Investment Company # | — | — | — | $17.5M | 0.3% | |
| Vanguard Developed Markets Index Fund Institutional Shares Registered Investment Company # | — | — | — | $17.1M | 0.3% | |
| VANGUARD TARGET RETIRE 2050 MV Registered Investment Company # | — | — | — | $15.4M | 0.3% | |
| Vanguard Fiduciary Trust Company * Vanguard Emerging Markets Stock Index Fund: Inst'l Shares Registered Investment Company # | — | — | — | $15.4M | 0.3% | |
| Calvert US Large-Cap Core Responsible Index Fund; Class R6 Registered Investment Company # | — | — | — | $14.5M | 0.3% | |
| Vanguard Real Estate Index Fund - Instl Shares Registered Investment Company # | — | — | — | $13.9M | 0.2% | |
| TIAA-CREF * VANGUARD CASH RSV FEDERAL MONEY MKT U2 Registered Investment Company # | — | — | — | $12.9M | 0.2% | |
| VANGUARD EMR MKTS STK IDX INST ZQ Registered Investment Company # | — | — | — | $10.2M | 0.2% | |
| Vanguard Total World Stock Index Fund: Inst'l Shr Registered Investment Company # | — | — | — | $8.8M | 0.2% | |
| VANGUARD SHRT-TERM IP SEC ID I CC Registered Investment Company # | — | — | — | $8.6M | 0.2% | |
| VANGUARD TARGET RETIRE 2055 QX Registered Investment Company # | — | — | — | $4.4M | <0.1% | |
| Vanguard Inflation-Protected Securities Fund: Inst'l Shares Registered Investment Company # | — | — | — | $4.4M | <0.1% | |
| Vanguard Institutional Target Retirement 2065 Fund Registered Investment Company # | — | — | — | $4.1M | <0.1% | |
| TIAA-CREF SELF-DIRECTED BROKERAGE ACCOUNT Self-Directed Brokerage Account # | — | — | — | $2.9M | <0.1% | |
| Vanguard Total International Bond Index Fund Inst'l Shares Registered Investment Company # | — | — | — | $2.4M | <0.1% | |
| New York Life Guaranteed Interest Account; 10 bps Fee Class Unallocated Annuity Contracts # | — | — | — | $1.9M | <0.1% | |
| VANGUARD TTL INTL BND IDX CD Registered Investment Company # | — | — | — | $1.2M | <0.1% | |
| Vanguard Institutional Target Retirement 2070 Fund Registered Investment Company # | — | — | — | $1.1M | <0.1% | |
| VANGUARD TARGET RETIRE 2060 BQ Registered Investment Company # | — | — | — | $898K | <0.1% | |
| VANGUARD TOTAL INT ST IX ISPLS BX Registered Investment Company # | — | — | — | $748K | <0.1% | |
| TIAA TRADITIONAL BENEFIT RESPONSIVE 2 BR2 - RCP Unallocated Annuity Contracts | — | — | $433K | $469K | <0.1% | |
| VANGUARD TARGET RETIRE 2070 CA Registered Investment Company # | — | — | — | $148K | <0.1% | |
| VANGUARD TARGET RETIRE 2065 BR Registered Investment Company # | — | — | — | $139K | <0.1% |