Union College's EIN is 14-1338580.
Download the official 2024 Form 5500 (PDF) for Union College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Union College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVEST. INSTIT OPER CO INC | 04-2647786 | — | RECORDKEEPER | $67K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Non-benefit responsive contract | Mutual Funds | — | — | $85.0M | 20.9% | |
| CREF Stock 57,610 shares | Mutual Funds | — | $58K | $52.5M | 12.9% | |
| Fidelity Spartan Total Market Index Fund - Investor Class 160,606 shares | Common Collective Trusts | — | $161K | $25.9M | 6.4% | |
| CREF Growth 37,152 shares | Mutual Funds | — | $37K | $19.5M | 4.8% | |
| TIAA Traditional Annuity Fully benefit responsive contract | Mutual Funds | — | — | $14.6M | 3.6% | |
| Nuveen Equity Index 347447 shares | Common Collective Trusts | — | — | $14.3M | 3.5% | |
| Nuveen International Equity Index 579,653 shares | Common Collective Trusts | — | $580K | $12.8M | 3.1% | |
| Nuveen Large Cap Value Index 465,220 shares | Mutual Funds | — | $465K | $11.9M | 2.9% | |
| CREF Social Choice 31,708 shares | Mutual Funds | — | $32K | $11.7M | 2.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $23K | $10.8M | 2.7% | |
| CREF Equity Index 19,750 shares | Common Collective Trusts | — | $20K | $10.2M | 2.5% | |
| Nuveen Lifecycle 2040-Inst 344,243 shares | Mutual Funds | — | $344K | $10.1M | 2.5% | |
| Vngrd Mid Capitalization Indx 25,867 shares | Other securities | — | $26K | $8.5M | 2.1% | |
| Fidelity Freedom Indx 2040 Ipr 267,981 shares | Mutual Funds | — | $268K | $6.6M | 1.6% | |
| Fidelity Freedom Indx 2030 Ipr 320,264 shares | Mutual Funds | — | $320K | $6.5M | 1.6% | |
| Nuveen Lifecycle 2035-Inst 237,972 shares | Mutual Funds | — | $238K | $6.4M | 1.6% | |
| Nuveen Lifecycle 2050-Inst 194,235 shares | Mutual Funds | — | $194K | $6.1M | 1.5% | |
| Vanguard Short-Trm Bd Idx Adm 580,177 shares | Common Collective Trusts | — | $580K | $5.9M | 1.4% | |
| Nuveen Lifecycle 2045-Inst 189,940 shares | Mutual Funds | — | $190K | $5.9M | 1.4% | |
| CREF Global Equities 16,199 shares | Mutual Funds | — | $16K | $5.6M | 1.4% | |
| Nuveen Sm-Cap Bl Idx-Inst 218,612 shares | Common Collective Trusts | — | $219K | $5.2M | 1.3% | |
| Fidelity Freedom Indx 2035 Ipr 200,330 shares | Mutual Funds | — | $200K | $4.7M | 1.1% | |
| CREF Inflation-Linked Bond 54,215 shares | Mutual Funds | — | $54K | $4.6M | 1.1% | |
| Nuveen Emrg Mkt Eq Idx-Inst 409,008 shares | Common Collective Trusts | — | $409K | $4.4M | 1.1% | |
| Nuveen Lifecycle 2020-Inst 215,235 shares | Mutual Funds | — | $215K | $4.1M | 1.0% | |
| Nuveen Lifecycle 2030-Inst 163,148 shares | Mutual Funds | — | $163K | $3.9M | 1.0% | |
| Nuveen Lifecycle 2025-Inst 183,017 shares | Mutual Funds | — | $183K | $3.9M | 1.0% | |
| Fidelity Spartan Extended Market Index Fund - Investor Class 42,741 shares | Common Collective Trusts | — | $43K | $3.9M | 1.0% | |
| Nuveen Bond index- Inst 342,570 shares | Mutual Funds | — | $343K | $3.3M | 0.8% | |
| Fidelity Freedom Indx 2025 Ipr 143,197 shares | Mutual Funds | — | $143K | $2.7M | 0.7% | |
| Vanguard Real Estate Idx Adm 20,911 shares | Common Collective Trusts | — | $21K | $2.6M | 0.6% | |
| Fidelity Government Money Market 2,564,541 shares | Mutual Funds | — | $2.6M | $2.6M | 0.6% | |
| Nuveen Lifecycle 2055-Inst 98,188 shares | Mutual Funds | — | $98K | $2.5M | 0.6% | |
| Fidelity Spartan Small Cap Index Fund - Advantage Class 87,247 shares | Common Collective Trusts | — | $87K | $2.4M | 0.6% | |
| Fidelity Spartan International Index Fund 49,341 shares | Common Collective Trusts | — | $49K | $2.3M | 0.6% | |
| Fidelity Freedom Indx 2050 Ipr 89,331 shares | Mutual Funds | — | $89K | $2.3M | 0.6% | |
| Fidelity Freedom Indx 2045 Ipr 88,603 shares | Mutual Funds | — | $89K | $2.3M | 0.6% | |
| CREF Money Market 57,745 shares | Mutual Funds | — | $58K | $1.8M | 0.5% | |
| Vanguard Long Trm Bd Idx Adm 172,926 shares | Common Collective Trusts | — | $173K | $1.8M | 0.4% | |
| CREF Bond Market 12,762 shares | Mutual Funds | — | $13K | $1.7M | 0.4% | |
| Fidelity Spartan U.S. Bond Index Fund - Advantage Class 153,991 shares | Common Collective Trusts | — | $154K | $1.6M | 0.4% | |
| Brokeragelink-Fidelity Fund 1,438,758 shares | Mutual Funds | — | $1.4M | $1.4M | 0.4% | |
| Vanguard Treasury MoneyMkt Inv 1,418,897 shares | Mutual Funds | — | $1.4M | $1.4M | 0.3% | |
| Fidelity Freedom Indx 2020 Ipr 70,241 shares | Mutual Funds | — | $70K | $1.1M | 0.3% | |
| Fidelity Inflation-Protected Bond Fund 118,171 shares | Mutual Funds | — | $118K | $1.1M | 0.3% | |
| TIAA-CREF Lifecycle 2060-Rtmt 39,304 shares | Mutual Funds | — | $39K | $778K | 0.2% | |
| 9.5%, various maturity dates - | Bonds / Notes | — | — | $776K | 0.2% | |
| Brokeragelink-External Fund 762,467 shares | Other securities | — | $762K | $762K | 0.2% | |
| Fidelity Spartan Emerging Markets Index Fund - Advantage 57,586 shares | Common Collective Trusts | — | $58K | $602K | 0.1% | |
| Fidelity Freedom Indx 2055 Ipr 26,906 shares | Mutual Funds | — | $27K | $575K | 0.1% |
