Margarita Fernandez signed International Research and Exchanges Board Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
International Research and Exchanges Board Inc.'s EIN is 22-3087809.
Download the official 2023 Form 5500 (PDF) for International Research and Exchanges Board Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)International Research and Exchanges Board Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| TIAA | 13-1624203 | — | NONE | $175 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $25.8M | 63.4% | |
| Nuveen Lifecycle Index 2050 Pooled Separate Account NR | Pooled Separate Accounts | — | — | $4.9M | 12.0% | |
| Nuveen Lifecycle Index 2040 Pooled Separate Account NR | Pooled Separate Accounts | — | — | $4.1M | 10.1% | |
| Nuveen Lifecycle Index 2045 Pooled Separate Account NR | Pooled Separate Accounts | — | — | $4.1M | 10.0% | |
| Nuveen Lifecycle Index 2035 Pooled Separate Account NR | Pooled Separate Accounts | — | — | $3.3M | 8.2% | |
| CREF Stock Variable Annuity NR | Mutual Funds | — | — | $3.3M | 8.0% | |
| Nuveen Lifecycle Index 2055 Pooled Separate Account NR | Pooled Separate Accounts | — | — | $2.6M | 6.4% | |
| TIAA Traditional Non Benefit Responsive Insurance Annuity Account NR | Mutual Funds | — | — | $2.2M | 5.3% | |
| CREF Growth Variable Annuity NR | Mutual Funds | — | — | $2.1M | 5.1% | |
| CREF Social Choice Variable Annuity NR | Mutual Funds | — | — | $1.7M | 4.1% | |
| Nuveen Lifecycle Index 2060 Pooled Separate Account NR | Pooled Separate Accounts | — | — | $1.6M | 3.9% | |
| CREF Equity Index Variable Annuity NR | Common Collective Trusts | — | — | $1.6M | 3.9% | |
| Vanguard 500 Index Pooled Separate Account NR | Pooled Separate Accounts | — | — | $1.5M | 3.7% | |
| CREF Global Equities Variable Annuity NR | Mutual Funds | — | — | $1.5M | 3.6% | |
| Nuveen Large-Cap Growth Index Pooled Separate Account NR | Pooled Separate Accounts | — | — | $625K | 1.5% | |
| AUL Stable Value Account Stable Value Account NR $ | Stable Value | — | — | $577K | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $555K | 1.4% | |
| Vanguard Mid Cap Index Pooled Separate Account NR | Pooled Separate Accounts | — | — | $509K | 1.3% | |
| CREF Core Bond Variable Annuity NR | Mutual Funds | — | — | $426K | 1.0% | |
| Nuveen Lifecycle Index 2030 Pooled Separate Account NR | Pooled Separate Accounts | — | — | $367K | 0.9% | |
| TIAA Traditional Benefit Responsive Insurance Annuity Account NR | Mutual Funds | — | — | $286K | 0.7% | |
| CREF Money Market Variable Annuity NR | Mutual Funds | — | — | $281K | 0.7% | |
| CREF Inflation-Linked Bond Variable Annuity NR | Mutual Funds | — | — | $278K | 0.7% | |
| Nuveen International Equity Index Pooled Separate Account NR | Pooled Separate Accounts | — | — | $244K | 0.6% | |
| Various, bearing interest from * Participant loans 4.75% - 9.50% - | Bonds / Notes | — | — | $243K | 0.6% | |
| Nuveen Lifecycle Index 2065 Pooled Separate Account NR | Pooled Separate Accounts | — | — | $220K | 0.5% | |
| Nuveen Large Cap Responsible Equity Pooled Separate Account NR | Pooled Separate Accounts | — | — | $194K | 0.5% | |
| Nuveen Lifecycle Index 2015 Pooled Separate Account NR | Pooled Separate Accounts | — | — | $181K | 0.4% | |
| Nuveen Large-Cap Value Index Pooled Separate Account NR | Pooled Separate Accounts | — | — | $172K | 0.4% | |
| Nuveen Core Impact Bond Pooled Separate Account NR | Pooled Separate Accounts | — | — | $167K | 0.4% | |
| American Funds New World Pooled Separate Account NR | Pooled Separate Accounts | — | — | $156K | 0.4% | |
| BlackRock Mid-Cap Growth Equity Pooled Separate Account NR | Pooled Separate Accounts | — | — | $133K | 0.3% | |
| Nuveen Core Plus Bond Pooled Separate Account NR | Pooled Separate Accounts | — | — | $132K | 0.3% | |
| Alger Small Cap Focus Pooled Separate Account NR | Pooled Separate Accounts | — | — | $123K | 0.3% | |
| Nuveen Lifecycle Index 2025 Pooled Separate Account NR | Pooled Separate Accounts | — | — | $113K | 0.3% | |
| Vanguard Small Cap Index Pooled Separate Account NR | Pooled Separate Accounts | — | — | $74K | 0.2% | |
| Fidelity Advisor International Capital Appreciation Pooled Separate Account NR | Pooled Separate Accounts | — | — | $54K | 0.1% | |
| DFA Real Estate Securities Pooled Separate Account NR | Pooled Separate Accounts | — | — | $36K | <0.1% | |
| Virtus Ceredex Mid-Cap Equity Pooled Separate Account NR | Pooled Separate Accounts | — | — | $23K | <0.1% | |
| Nuveen Lifecycle Index Retirement Income Pooled Separate Account NR | Pooled Separate Accounts | — | — | $7K | <0.1% | |
| GuideStone Defensive Market Strategies Pooled Separate Account NR | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| JHancock ESG Large Cap Core Pooled Separate Account NR | Pooled Separate Accounts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $20K |
| — |
