ALEX Dietrich signed Syracuse University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Syracuse University's EIN is 15-0532081.
Download the official 2024 Form 5500 (PDF) for Syracuse University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Syracuse University'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 |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $87K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $13K | — |
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 Traditional Annuity Fully Benefit-Responsive Investment Contracts Deposit administration contract | Mutual Funds | — | — | $136.2M | 15.5% | |
| CREF Stock Variable Annuities 106,901.2071 units | Mutual Funds | — | — | $98.1M | 11.2% | |
| Vanguard Institutional Index Mutual Fund 177,068.1788 units | Mutual Funds | — | — | $84.8M | 9.7% | |
| TIAA Traditional Annuity Not Fully Benefit-Responsive Deposit administration contract | Mutual Funds | — | — | $63.8M | 7.3% | |
| Vanguard Total International Stock Index Mutual Fund 242,862.9805 units | Mutual Funds | — | — | $30.8M | 3.5% | |
| CREF Social Choice Variable Annuities 82,048.7113 units | Mutual Funds | — | — | $30.3M | 3.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $28.6M | 3.3% | |
| T. Rowe Price Retirement 2035 Fund Mutual Fund 1,296,521.7728 units | Other securities | — | — | $27.3M | 3.1% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund 874,324.7714 units | Other securities | — | — | $26.7M | 3.0% | |
| Victory Sycamore Established Value R6 Mutual Fund 545,068 units | Other securities | — | — | $25.1M | 2.9% | |
| American EuroPac Growth R6 Mutual Fund 436,789.2714 units | Other securities | — | — | $23.5M | 2.7% | |
| T. Rowe Price Retirement 2030 Fund Mutual Fund 911,403.8974 units | Other securities | — | — | $23.3M | 2.7% | |
| CREF Growth Variable Annuities 41,999.6687 units | Mutual Funds | — | — | $22.2M | 2.5% | |
| T. Rowe Price Blue Chip Growth Mutual Fund 116,031.2318 units | Other securities | — | — | $21.7M | 2.5% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund 966,413.8728 units | Other securities | — | — | $21.5M | 2.5% | |
| Vanguard Total Bond Market Index Mutual Fund 2,190,294 units | Mutual Funds | — | — | $20.8M | 2.4% | |
| JPMorgan Equity Income I Mutual Fund 803,699.0682 units | Other securities | — | — | $19.2M | 2.2% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund 1,121,441.4527 units | Other securities | — | — | $18.6M | 2.1% | |
| Vanguard Extended Market Index Mutual Fund 106,121 units | Mutual Funds | — | — | $15.3M | 1.7% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund 799,344.7264 units | Other securities | — | — | $15.1M | 1.7% | |
| Nuveen Quant Small-Cap Equity Mutual Fund 801,836.1329 units | Mutual Funds | — | — | $14.7M | 1.7% | |
| CREF Inflation-Linked Bond Variable Annuities 140,806.0429 units | Mutual Funds | — | — | $11.9M | 1.4% | |
| Black Rock High Yield Bond Institutional Class Mutual Fund 1,654,355.5943 units | Other securities | — | — | $11.7M | 1.3% | |
| CREF Global Equities Variable Annuities 31,375.6869 units | Mutual Funds | — | — | $10.9M | 1.2% | |
| CREF Equity Index Variable Annuities 20,100.1618 units | Common Collective Trusts | — | — | $10.4M | 1.2% | |
| T. Rowe Price Retirement 2020 Fund Mutual Fund 548,953.9662 units | Other securities | — | — | $10.2M | 1.2% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund 498,908.4877 units | Other securities | — | — | $9.9M | 1.1% | |
| Nuveen Real Estate Securities Fund Mutual Fund 511,666.3903 units | Mutual Funds | — | — | $9.2M | 1.0% | |
| CREF Money Market Variable Annuities 220,735.6751 units | Mutual Funds | — | — | $6.6M | 0.8% | |
| MFS Mid-Cap Growth Fund Mutual Fund 156,879.3100 units | Mutual Funds | — | — | $4.9M | 0.6% | |
| T. Rowe Price Retirement 2060 Fund Mutual Fund 265,888.2410 units | Other securities | — | — | $4.4M | 0.5% | |
| PIMCO Total Return Institutional Class Mutual Fund 478,054.1903 units | Mutual Funds | — | — | $4.1M | 0.5% | |
| T. Rowe Price Retirement 2015 Fund Mutual Fund 296,715.8028 units | Other securities | — | — | $3.7M | 0.4% | |
| Notes receivable from Participants Participant loans, various | Participant loans | — | — | $3.0M | 0.3% | |
| Delaware Small Cap Value Institutional Class Mutual Fund 40,045.1079 units | Other securities | — | — | $2.8M | 0.3% | |
| CREF Bond Market Variable Annuities 14,094.6810 units | Mutual Funds | — | — | $1.9M | 0.2% | |
| Vanguard Federal Money Market Mutual Fund 1,550,537.8800 units | Mutual Funds | — | — | $1.6M | 0.2% | |
| T. Rowe Price Retirement 2010 Fund Mutual Fund 86,153.6641 units | Other securities | — | — | $1.3M | 0.1% | |
| T. Rowe Price Retirement Income Fund Mutual Fund 85,112.3989 units | Other securities | — | — | $1.1M | 0.1% | |
| T. Rowe Price Retirement 2005 Fund Mutual Fund 31,851.0137 units | Other securities | — | — | $381K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund Mutual Fund 3,876.8264 units | Other securities | — | — | $50K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
