William N. Roell signed Robert Wood Johnson Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robert Wood Johnson Foundation's EIN is 22-6029397.
Download the official 2024 Form 5500 (PDF) for Robert Wood Johnson Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robert Wood Johnson Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISNERAMPER LLP | 87-1363769 | — | NONE | $37K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $25K |
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 Traditional | Mutual Funds | — | — | $28.4M | 21.5% | |
| CREF Stock | Mutual Funds | — | — | $22.5M | 17.0% | |
| CREF Equity Index | Common Collective Trusts | — | — | $13.2M | 10.0% | |
| CREF Growth | Mutual Funds | — | — | $11.4M | 8.6% | |
| CREF Social Choice | Mutual Funds | — | — | $7.2M | 5.4% | |
| Vanguard Extended Market Index | Mutual Funds | — | — | $6.1M | 4.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.0M | 3.8% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $4.5M | 3.4% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $4.3M | 3.2% | |
| TIAA-CREF Neveen Lifecycle 2035 - Retirement | Mutual Funds | — | — | $4.1M | 3.1% | |
| TIAA-CREF Neveen Lifecycle 2030 - Retirement | Mutual Funds | — | — | $3.4M | 2.5% | |
| American Funds American Funds EuroPacific Growth | Mutual Funds | — | — | $3.2M | 2.4% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $2.4M | 1.8% | |
| TIAA-CREF Neveen Lifecycle 2045 - Retirement | Mutual Funds | — | — | $2.3M | 1.8% | |
| TIAA-CREF Neveen Lifecycle 2040 - Retirement | Mutual Funds | — | — | $2.2M | 1.7% | |
| T. Rowe Price T. Rowe Price Small Cap Value | Other securities | — | — | $1.6M | 1.2% | |
| TIAA-CREF Neveen Lifecycle 2050 - Retirement | Mutual Funds | — | — | $1.6M | 1.2% | |
| CREF Global Equities | Mutual Funds | — | — | $1.5M | 1.1% | |
| JPMorgan Core Plus Bond | Other securities | — | — | $1.3M | 1.0% | |
| DFA Global Real Estate Securities Inst | Mutual Funds | — | — | $1.1M | 0.8% | |
| TIAA-CREF Neveen Lifecycle 2025 - Retirement | Mutual Funds | — | — | $790K | 0.6% | |
| TIAA-CREF Neveen Lifecycle 2055 - Retirement | Mutual Funds | — | — | $657K | 0.5% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $643K | 0.5% | |
| CREF Core Bond | Mutual Funds | — | — | $528K | 0.4% | |
| CREF Money Market | Mutual Funds | — | — | $527K | 0.4% | |
| PIMCO Funds PIMCO Total Return Inst Class | Mutual Funds | — | — | $513K | 0.4% | |
| TIAA-CREF Neveen Lifecycle 2020 - Retirement | Mutual Funds | — | — | $338K | 0.3% | |
| TIAA-CREF Neveen Lifecycle 2060 - Retirement | Mutual Funds | — | — | $295K | 0.2% | |
| TIAA-CREF Neveen Lifecycle 2010 - Retirement | Mutual Funds | — | — | $212K | 0.2% | |
| from participants Maturity dates range from 2025 to 2029 | Other securities | — | — | $186K | 0.1% | |
| TIAA-CREF Neveen Lifecycle 2015 - Retirement | Mutual Funds | — | — | $86K | <0.1% | |
| TIAA-CREF Neveen Lifecycle 2065 - Retirement | Mutual Funds | — | — | $68K | <0.1% | |
| TIAA-CREF Neveen Lifecycle Rtmt Income - Retirement | Mutual Funds | — | — | $49K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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