Valley Forge Military Academy Foundation's EIN is 23-1178880.
Download the official 2023 Form 5500 (PDF) for Valley Forge Military Academy Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Valley Forge Military Academy Foundation's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 Traditional Annuity | Mutual Funds | — | — | $1.6M | 31.3% | |
| CREF Stock R1 | Mutual Funds | — | — | $996K | 19.7% | |
| CREF Growth R1 | Mutual Funds | — | — | $860K | 17.0% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $553K | 10.9% | |
| CREF Money Market R1 | Mutual Funds | — | — | $345K | 6.8% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $341K | 6.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $68K | 1.4% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $61K | 1.2% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $52K | 1.0% | |
| Fully benefit-responsive investment contract * TIAA CREF Traditional Annuity | Mutual Funds | — | — | $39K | 0.8% | |
| TIAA TIAA-CREF Lifecycle Retirement Inc T1 | Mutual Funds | — | — | $35K | 0.7% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $28K | 0.5% | |
| TIAA TIAA-CREF Lifecycle 2025 Insitutional Class | Mutual Funds | — | — | $27K | 0.5% | |
| TIAA TIAA-CREF Lifecycle 2040 Insitutional Class | Mutual Funds | — | — | $27K | 0.5% | |
| TIAA TIAA-CREF Lifecycle 2050 Insitutional Class | Mutual Funds | — | — | $10K | 0.2% | |
| TIAA TIAA-CREF Lifecycle 2055 Insitutional Class | Mutual Funds | — | — | $7K | 0.1% | |
| TIAA TIAA-CREF Lifecycle 2045 Insitutional Class | Mutual Funds | — | — | $6K | 0.1% | |
| TIAA TIAA-CREF Lifecycle 2035 Insitutional Class | Mutual Funds | — | — | $5K | 0.1% | |
| TIAA TIAA-CREF Lifecycle 2030 Insitutional Class | Mutual Funds | — | — | $5K | 0.1% | |
| TIAA TIAA-CREF Lifecycle 2020 Insitutional Class | Mutual Funds | — | — | $2K | <0.1% | |
| TIAA TIAA-CREF Lifecycle 2065 Insitutional Class | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
