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 ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH, INC | 42-1445429 | — | NONE | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | NONE | $60K | — |
| WITHUMSMITH+BROWN, PC |
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 CREF Stock | Mutual Funds | — | — | $8.8M | 12.8% | |
| investment contracts * TIAA-CREF Traditional Benefit Responsive Annuities | Mutual Funds | — | — | $8.7M | 12.6% | |
| TIAA-CREF Traditional Non-Benefit Responsive Annuities | Mutual Funds | — | — | $7.5M | 11.0% | |
| TIAA-CREF CREF Growth | Mutual Funds | — | — | $4.4M | 6.4% | |
| John Hancock Balanced Fund | Other securities | — | — | $3.0M | 4.4% | |
| TIAA-CREF CREF Global Equities | Mutual Funds | — | — | $2.9M | 4.3% | |
| Vanguard Developed Markets Index | Mutual Funds | — | — | $2.8M | 4.1% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $2.4M | 3.5% | |
| Victory Core Plus Intermediate Bond Fund | Other securities | — | — | $2.2M | 3.2% | |
| TIAA-CREF CREF Equity Index | Common Collective Trusts | — | — | $1.9M | 2.7% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $1.7M | 2.5% | |
| Nuveen Lifecycle 2030 | Mutual Funds | — | — | $1.7M | 2.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.6M | 2.3% | |
| MFS Value Fund | Mutual Funds | — | — | $1.4M | 2.0% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $1.3M | 1.9% | |
| TIAA-CREF CREF Money Market | Mutual Funds | — | — | $1.2M | 1.7% | |
| Nuveen Lifecycle 2035 | Mutual Funds | — | — | $1.2M | 1.7% | |
| Allspring Special Mid Cap Value | Other securities | — | — | $1.1M | 1.6% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $1.0M | 1.5% | |
| Nuveen Lifecycle 2015 | Mutual Funds | — | — | $919K | 1.3% | |
| Nuveen Lifecycle 2025 | Mutual Funds | — | — | $918K | 1.3% | |
| Cohen & Steers Real Estate Securities Fund, Inc. | Common Stocks | — | — | $807K | 1.2% | |
| TIAA-CREF CREF Inflation-Linked Bond | Mutual Funds | — | — | $672K | 1.0% | |
| BlackRock High Yield Bond Portfolio | Other securities | — | — | $649K | 0.9% | |
| American Century Ultra Fund | Other securities | — | — | $632K | 0.9% | |
| Nuveen Lifecycle 2050 | Mutual Funds | — | — | $581K | 0.8% | |
| JPMorgan US Equity Fund | Other securities | — | — | $579K | 0.8% | |
| Nuveen Large-Cap Value | Mutual Funds | — | — | $574K | 0.8% | |
| TIAA-CREF CREF Social Choice | Mutual Funds | — | — | $540K | 0.8% | |
| Calvert Developed Markets Ex-US Responsible Index | Other securities | — | — | $508K | 0.7% | |
| Principal Small Cap Fund | Other securities | — | — | $496K | 0.7% | |
| Nuveen Lifecycle 2040 | Mutual Funds | — | — | $496K | 0.7% | |
| TIAA-CREF CREF Core Bond | Mutual Funds | — | — | $474K | 0.7% | |
| Nuveen Quant Small Cap Equity | Mutual Funds | — | — | $421K | 0.6% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $320K | 0.5% | |
| TIAA-CREF Traditional Benefit Responsive Annuities 2 | Mutual Funds | — | — | $286K | 0.4% | |
| Nuveen Lifecycle 2020 | Mutual Funds | — | — | $252K | 0.4% | |
| Nuveen Lifecycle 2045 | Mutual Funds | — | — | $221K | 0.3% | |
| Nuveen International Equity | Mutual Funds | — | — | $219K | 0.3% | |
| Vanguard Extended Markets Index | Mutual Funds | — | — | $199K | 0.3% | |
| American Funds New World | Mutual Funds | — | — | $176K | 0.3% | |
| American Century Emerging Markets Fund | Other securities | — | — | $147K | 0.2% | |
| Nuveen Lifecycle 2010 | Mutual Funds | — | — | $129K | 0.2% | |
| MFS Aggressive Growth Allocation | Mutual Funds | — | — | $129K | 0.2% | |
| Nuveen Lifecycle 2055 | Mutual Funds | — | — | $122K | 0.2% | |
| Nuveen Mid-Cap Growth | Mutual Funds | — | — | $121K | 0.2% | |
| Calvert Moderate Allocation I | Other securities | — | — | $78K | 0.1% | |
| investment contracts * Notes receivable from participants Interest rates of 6.50% - 9.50% Maturing | Bonds / Notes | — | — | $61K | <0.1% | |
| Nuveen Lifecycle 2060 | Mutual Funds | — | — | $57K | <0.1% | |
| BlackRock Mid-Cap Growth Equity Portfolio | Other securities | — | — | $56K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 22-2027092 |
| — |
| NONE |
| $56K |
| — |
