Clarks Summit University's EIN is 15-0543962.
Download the official 2022 Form 5500 (PDF) for Clarks Summit University from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Clarks Summit University's plan includes a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 Stock | Mutual Funds | — | — | $451K | 9.8% | |
| Lincoln Investment Planning, LLC Lord Abbett Short Duration Income Fund F | Mutual Funds | — | — | $332K | 7.3% | |
| TIAA Traditional | Mutual Funds | — | — | $315K | 6.9% | |
| Lincoln Investment Planning, LLC Vanguard 500 Index Fund | Common Collective Trusts | — | — | $288K | 6.3% | |
| CREF Growth | Mutual Funds | — | — | $242K | 5.3% | |
| Lincoln Investment Planning, LLC Russell US Strategic Equity S | Other securities | — | — | $207K | 4.5% | |
| Lincoln Investment Planning, LLC JPMorgan Equity Income I | Other securities | — | — | $185K | 4.0% | |
| CREF Global Equities | Mutual Funds | — | — | $165K | 3.6% | |
| Lincoln Investment Planning, LLC Russell Strategic Bond S | Other securities | — | — | $156K | 3.4% | |
| Lincoln Investment Planning, LLC Russell Investment Grade Bond M | Other securities | — | — | $107K | 2.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $100K | 2.2% | |
| Lincoln Investment Planning, LLC Allspring Core Plus Bond I | Other securities | — | — | $93K | 2.0% | |
| Lincoln Investment Planning, LLC AmericanFunds US Govt Securities F1 | Other securities | — | — | $84K | 1.8% | |
| Lincoln Investment Planning, LLC Guggenheim TotalReturn Bond I | Other securities | — | — | $81K | 1.8% | |
| Lincoln Investment Planning, LLC AllianceBernstein Large Cap Growth Adv | Other securities | — | — | $77K | 1.7% | |
| Lincoln Investment Planning, LLC Russell Intern'l Developed Mrkts S | Other securities | — | — | $75K | 1.6% | |
| Lincoln Investment Planning, LLC Federated Hermes Prime Cash Obl | Cash / Money Market | — | — | $75K | 1.6% | |
| Lincoln Investment Planning, LLC Meeder Balanced Rtl | Other securities | — | — | $67K | 1.5% | |
| Lincoln Investment Planning, LLC PIMCO Income Fund I | Mutual Funds | — | — | $66K | 1.5% | |
| Lincoln Investment Planning, LLC Baron EmergingMkt I | Other securities | — | — | $65K | 1.4% | |
| CREF Social Choice | Mutual Funds | — | — | $62K | 1.4% | |
| Lincoln Investment Planning, LLC Thrivent SmCap Stock S | Other securities | — | — | $61K | 1.3% | |
| Lincoln Investment Planning, LLC Russell Global Equity M | Other securities | — | — | $56K | 1.2% | |
| Lincoln Investment Planning, LLC Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $53K | 1.2% | |
| CREF Equity Index | Common Collective Trusts | — | — | $51K | 1.1% | |
| Lincoln Investment Planning, LLC AmericanFunds Strategic Bond F3 | Other securities | — | — | $47K | 1.0% | |
| Lincoln Investment Planning, LLC iShares Russell 1000 LargeCap Index A | Common Collective Trusts | — | — | $45K | 1.0% | |
| Lincoln Investment Planning, LLC AmericanCentury Focused Dynamic Growth I | Other securities | — | — | $41K | 0.9% | |
| CREF Core Bond | Mutual Funds | — | — | $40K | 0.9% | |
| Lincoln Investment Planning, LLC Russell MutliAsset Growth Strategy S | Other securities | — | — | $40K | 0.9% | |
| Lincoln Investment Planning, LLC Artisan HighIncome Adv | Other securities | — | — | $39K | 0.9% | |
| Lincoln Investment Planning, LLC TRowe Price Blue Chip Growth I | Mutual Funds | — | — | $36K | 0.8% | |
| TIAA Access Lifecycle 2040 ** 239 * TIAA Access Lg-Cap Gr ** 292 * TIAA Access Lg-Cap Val | Mutual Funds | — | — | $36K | 0.8% | |
| CREF Money Market | Mutual Funds | — | — | $34K | 0.7% | |
| Lincoln Investment Planning, LLC Victory Trivalent Intern'l Small Cap I | Other securities | — | — | $34K | 0.7% | |
| Lincoln Investment Planning, LLC Transamerica International Equity I | Other securities | — | — | $31K | 0.7% | |
| Lincoln Investment Planning, LLC Meeder Muirfield Rtl | Other securities | — | — | $31K | 0.7% | |
| Lincoln Investment Planning, LLC MFS Interational Growth I | Mutual Funds | — | — | $31K | 0.7% | |
| Lincoln Investment Planning, LLC PIMCO Real Return Fund I | Mutual Funds | — | — | $30K | 0.7% | |
| Lincoln Investment Planning, LLC Russell EmergingMkt S | Other securities | — | — | $30K | 0.7% | |
| Lincoln Investment Planning, LLC American Funds American Balanced Fund | Mutual Funds | — | — | $30K | 0.6% | |
| Lincoln Investment Planning, LLC Russell US SmCap Equity S | Other securities | — | — | $28K | 0.6% | |
| Lincoln Investment Planning, LLC MFS International Diversification I | Mutual Funds | — | — | $27K | 0.6% | |
| Lincoln Investment Planning, LLC Invesco Developing Markets | Mutual Funds | — | — | $26K | 0.6% | |
| Lincoln Investment Planning, LLC Fidelity SmCap Index | Mutual Funds | — | — | $25K | 0.5% | |
| Lincoln Investment Planning, LLC Russell Opportunistic Credit S | Other securities | — | — | $23K | 0.5% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $21K | 0.5% | |
| Lincoln Investment Planning, LLC Russell Global Real Estate | Other securities | — | — | $20K | 0.4% | |
| Lincoln Investment Planning, LLC Principal Global Real Estate Secs R6 | Other securities | — | — | $20K | 0.4% | |
| TIAA Access Lifecycle 2020 | Mutual Funds | — | — | $20K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
