LISA Zdarsky signed Frontier Science and Technology Research Foundation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Frontier Science and Technology Research Foundation, Inc.'s EIN is 16-1056814.
Download the official 2024 Form 5500 (PDF) for Frontier Science and Technology Research Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Frontier Science and Technology Research Foundation, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, 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 | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF Stock R2 | Mutual Funds | — | — | $15.3M | 15.1% | |
| TIAA Traditional Non-Benefit Responsive | Mutual Funds | — | — | $11.2M | 11.0% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $7.5M | 7.4% | |
| CREF Growth R2 | Mutual Funds | — | — | $7.0M | 6.9% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $4.6M | 4.5% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $4.6M | 4.5% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $4.3M | 4.2% | |
| American Funds 2055 Target Date | Mutual Funds | — | — | $3.2M | 3.1% | |
| Vanguard S&P 500 Index | Common Collective Trusts | — | — | $3.2M | 3.1% | |
| American Funds 2050 Target Date | Mutual Funds | — | — | $3.0M | 2.9% | |
| American Funds 2045 Target Date | Mutual Funds | — | — | $2.9M | 2.8% | |
| TIAA TIAA-CREF Self-Directed | Self-Directed Brokerage | — | — | $2.5M | 2.4% | |
| American Funds 2030 Target Date | Mutual Funds | — | — | $2.4M | 2.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.0M | 2.0% | |
| American Funds 2035 Target Date | Mutual Funds | — | — | $1.6M | 1.5% | |
| Similar Party or Maturity Value Cost (1) Value American Funds 2040 Target Date | Mutual Funds | — | — | $1.4M | 1.4% | |
| TIAA Stable Value | Stable Value | — | — | $1.4M | 1.3% | |
| CREF Bond Market R2 | Mutual Funds | — | — | $1.3M | 1.3% | |
| Nuveen Internatl Eq Idx Retire | Common Collective Trusts | — | — | $1.3M | 1.3% | |
| Vanguard Equity Income | Mutual Funds | — | — | $1.2M | 1.2% | |
| Nuveen S&P 500 Index Retire | Common Collective Trusts | — | — | $1.2M | 1.2% | |
| Nuveen Money Market Retirement | Mutual Funds | — | — | $1.2M | 1.2% | |
| Nuveen Large Cap Gr Idx Retire | Common Collective Trusts | — | — | $919K | 0.9% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $916K | 0.9% | |
| ClearBridge International Growth | Other securities | — | — | $884K | 0.9% | |
| Nuveen Large Cap Val Idx Rtmt | Common Collective Trusts | — | — | $823K | 0.8% | |
| Nuveen Mid Cap Value Retire | Mutual Funds | — | — | $821K | 0.8% | |
| American Funds American Balanced | Mutual Funds | — | — | $815K | 0.8% | |
| American Funds 2025 Target Date | Mutual Funds | — | — | $798K | 0.8% | |
| Nuveen Small Cap Bld Idx Rtmt | Common Collective Trusts | — | — | $798K | 0.8% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $681K | 0.7% | |
| CREF Money Market R2 | Mutual Funds | — | — | $640K | 0.6% | |
| Nuveen Equity Index Retirement | Common Collective Trusts | — | — | $585K | 0.6% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $566K | 0.6% | |
| Metropolitan West Total Return Bond | Other securities | — | — | $475K | 0.5% | |
| Nuveen Large Cap Resp Eq Rtmt | Mutual Funds | — | — | $470K | 0.5% | |
| American Funds 2020 Target Date | Mutual Funds | — | — | $457K | 0.4% | |
| Nuveen Large Cap Value Retire | Mutual Funds | — | — | $444K | 0.4% | |
| Vanguard Explorer | Mutual Funds | — | — | $438K | 0.4% | |
| Vanguard Small-Cap Index Adm | Mutual Funds | — | — | $435K | 0.4% | |
| American Funds 2010 Target Date | Mutual Funds | — | — | $394K | 0.4% | |
| Nuveen Core Equity Retirement | Mutual Funds | — | — | $378K | 0.4% | |
| Nuveen High Yield Retirement | Mutual Funds | — | — | $363K | 0.4% | |
| Praxis Growth Index | Other securities | — | — | $344K | 0.3% | |
| Nuveen Emerg Mkts Eq Idx R6 | Common Collective Trusts | — | — | $344K | 0.3% | |
| Vanguard Small-Cap Val Idx Adm | Common Collective Trusts | — | — | $334K | 0.3% | |
| American Funds 2060 Target Date | Mutual Funds | — | — | $332K | 0.3% | |
| Nuveen Core Plus Bond Retire | Mutual Funds | — | — | $308K | 0.3% | |
| Nuveen Core Bond Retirement | Mutual Funds | — | — | $305K | 0.3% | |
| Nuveen Mid Cap Growth Retire | Mutual Funds | — | — | $300K | 0.3% |
