KATE Kleba signed Thomas Jefferson University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thomas Jefferson University's EIN is 23-1352651.
Download the official 2024 Form 5500 (PDF) for Thomas Jefferson University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thomas Jefferson University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, 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- TEACHERS INSURANCE & ANNUITY | 13-1624203 | — | NONE | $1.1M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON DELAWARE, INC | 53-0181291 | — | NONE | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Inst Idx Inst Plus | Common Collective Trusts | — | — | $230.9M | 8.3% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $168.6M | 6.0% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $166.7M | 6.0% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $165.9M | 5.9% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $161.9M | 5.8% | |
| Traditional Non Benefit Insurance Company General Contract | Common Stocks | — | — | $155.4M | 5.6% | |
| CREF Stock R3 | Mutual Funds | — | — | $153.7M | 5.5% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $149.2M | 5.3% | |
| Vanguard Windsor II Adm | Mutual Funds | — | — | $135.1M | 4.8% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $132.2M | 4.7% | |
| Vanguard Extend MkIdx Inst Pl | Mutual Funds | — | — | $110.8M | 4.0% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $105.5M | 3.8% | |
| Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $73.9M | 2.6% | |
| Vanguard Ttl Intl Stk Idx Inst | Common Collective Trusts | — | — | $72.6M | 2.6% | |
| Responsive * Traditional Benefit Insurance Company General Contract | Common Stocks | — | — | $69.4M | 2.5% | |
| Responsive * Traditional Non Benefit Insurance Company General Contract | Common Stocks | — | — | $67.7M | 2.4% | |
| Vanguard PRIMECAP Adm | Mutual Funds | — | — | $63.4M | 2.3% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $57.2M | 2.0% | |
| Vanguard Ttl Bd Mkt Idx Inst | Common Collective Trusts | — | — | $56.5M | 2.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $52.5M | 1.9% | |
| American Funds Cap Wrld GRW AND INC R6 | Mutual Funds | — | — | $49.8M | 1.8% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $44.4M | 1.6% | |
| CREF Growth R3 | Mutual Funds | — | — | $35.7M | 1.3% | |
| value * Traditional Benefit Insurance Company General Contract | Common Stocks | — | — | $30.8M | 1.1% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $28.7M | 1.0% | |
| CREF Global Equities R3 | Mutual Funds | — | — | $27.1M | 1.0% | |
| Vanguard Emr Mkts Stk Idx Inst | Common Collective Trusts | — | — | $25.7M | 0.9% | |
| Nuveen Lifecycle Index 2015 R6 | Mutual Funds | — | — | $25.1M | 0.9% | |
| CREF Social Choice R3 | Mutual Funds | — | — | $24.6M | 0.9% | |
| Vanguard Real Estate Idx Inst | Common Collective Trusts | — | — | $24.4M | 0.9% | |
| Vanguard Infl Protect Sec Inst | Mutual Funds | — | — | $20.2M | 0.7% | |
| contract value * Notes receivable from Interest rate of 4.25% to 9.50% with maturity | Bonds / Notes | — | — | $12.2M | 0.4% | |
| CREF Core Bond R3 | Mutual Funds | — | — | $11.0M | 0.4% | |
| Nuveen Lifecycle Index 2010 R6 | Mutual Funds | — | — | $10.9M | 0.4% | |
| CREF Equity Index R3 | Common Collective Trusts | — | — | $10.9M | 0.4% | |
| Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $9.2M | 0.3% | |
| American Funds EuroPac Growth R6 | Mutual Funds | — | — | $8.3M | 0.3% | |
| Vanguard FTSE Social Index Adm | Mutual Funds | — | — | $4.5M | 0.2% | |
| Nuveen Lifecycle Index Retirement Inc R6 | Mutual Funds | — | — | $2.8M | 0.1% | |
| CREF Money Market R3 | Mutual Funds | — | — | $2.8M | <0.1% | |
| CREF Inflation-Linked Bond R3 | Mutual Funds | — | — | $1.7M | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
