Jennifer Richardson signed Institute for Advanced Study's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Institute for Advanced Study's EIN is 21-0634988.
Download the official 2024 Form 5500 (PDF) for Institute for Advanced Study from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Institute for Advanced Study's plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEVENS & LEE | 23-1886296 | — | NONE | $7K | — |
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-CREF TIAA Traditional Non-Benefit Responsive | Mutual Funds | — | — | $19.5M | 21.6% | |
| TIAA-CREF CREF Stock | Mutual Funds | — | — | $12.7M | 14.0% | |
| TIAA-CREF CREF Growth | Mutual Funds | — | — | $6.0M | 6.7% | |
| TIAA-CREF CREF Global Equities | Mutual Funds | — | — | $4.5M | 5.0% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $4.3M | 4.7% | |
| Vanguard Developed Markets Index | Mutual Funds | — | — | $4.3M | 4.7% | |
| Nuveen Lifecycle 2035 | Mutual Funds | — | — | $2.4M | 2.6% | |
| Nuveen Lifecycle 2030 | Mutual Funds | — | — | $2.4M | 2.6% | |
| TIAA-CREF CREF Equity Index | Common Collective Trusts | — | — | $2.3M | 2.6% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $1.9M | 2.1% | |
| Nuveen Lifecycle 2025 | Mutual Funds | — | — | $1.9M | 2.1% | |
| John Hancock Balanced | Other securities | — | — | $1.8M | 1.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.7M | 1.9% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $1.7M | 1.8% | |
| MFS Value Fund | Mutual Funds | — | — | $1.7M | 1.8% | |
| Nuveen Lifecycle 2040 | Mutual Funds | — | — | $1.4M | 1.6% | |
| TIAA-CREF TIAA Stable Value | Stable Value | — | — | $1.4M | 1.5% | |
| TIAA-CREF CREF Inflation Linked Bond | Mutual Funds | — | — | $1.4M | 1.5% | |
| TIAA-CREF CREF Money Market | Mutual Funds | — | — | $1.3M | 1.5% | |
| TIAA-CREF CREF Core Bond | Mutual Funds | — | — | $1.3M | 1.5% | |
| JPMorgan US Equity | Other securities | — | — | $1.2M | 1.3% | |
| Allspring Special Mid Cap Value | Other securities | — | — | $1.1M | 1.3% | |
| Nuveen Lifecycle 2045 | Mutual Funds | — | — | $965K | 1.1% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $951K | 1.1% | |
| Cohen & Steers Real Estate Securities Fund, Inc. | Common Stocks | — | — | $921K | 1.0% | |
| Nuveen Large-Cap Value | Mutual Funds | — | — | $913K | 1.0% | |
| TIAA-CREF CREF Social Choice | Mutual Funds | — | — | $880K | 1.0% | |
| BlackRock High Yield Bond Portfolio | Other securities | — | — | $828K | 0.9% | |
| Nuveen Lifecycle 2055 | Mutual Funds | — | — | $698K | 0.8% | |
| Victory Core Plus Intermediate Bond Fund | Other securities | — | — | $666K | 0.7% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $660K | 0.7% | |
| American Century Ultra Fund | Other securities | — | — | $629K | 0.7% | |
| Principal Small Cap Fund | Other securities | — | — | $599K | 0.7% | |
| Nuveen Quant Small Cap Equity | Mutual Funds | — | — | $451K | 0.5% | |
| Nuveen International Equity | Mutual Funds | — | — | $440K | 0.5% | |
| Nuveen Lifecycle 2020 | Mutual Funds | — | — | $425K | 0.5% | |
| Nuveen Lifecycle 2050 | Mutual Funds | — | — | $266K | 0.3% | |
| American Century Emerging Markets Fund | Other securities | — | — | $258K | 0.3% | |
| Nuveen Lifecycle 2015 | Mutual Funds | — | — | $250K | 0.3% | |
| Vanguard Extended Markets Index | Mutual Funds | — | — | $238K | 0.3% | |
| BlackRock Mid-Cap Growth Equity Portfolio | Other securities | — | — | $227K | 0.3% | |
| Goldman Sachs Income Builder Fund ** 467 iShares Russell 2000 Small Cap Index | Common Collective Trusts | — | — | $157K | 0.2% | |
| MFS Aggressive Growth Allocation | Mutual Funds | — | — | $157K | 0.2% | |
| Nuveen Mid-Cap Growth | Mutual Funds | — | — | $143K | 0.2% | |
| Nuveen Lifecycle 2060 | Mutual Funds | — | — | $137K | 0.2% | |
| American Funds New World | Mutual Funds | — | — | $122K | 0.1% | |
| Annuities * TIAA-CREF TIAA Traditional Benefit Responsive 2 Annuities | Mutual Funds | — | — | $121K | 0.1% | |
| AME Capital World Bond Fund | Other securities | — | — | $69K | <0.1% | |
| Calvert US Large Cap Core Responsible Index | Other securities | — | — | $52K | <0.1% | |
| Calvert Moderate Allocation I | Other securities | — | — | $47K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
