Messiah University's EIN is 23-1352661.
Download the official 2024 Form 5500 (PDF) for Messiah University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Messiah University'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $267K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH, INC. | 42-1445429 | — | NONE | $112K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | NONE | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional non-benefit responsive | Mutual Funds | — | — | $25.2M | 14.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $22.4M | 12.7% | |
| Fidelity Advisor Total Bd Z | Mutual Funds | — | — | $17.1M | 9.7% | |
| CREF Stock R2 | Mutual Funds | — | — | $14.2M | 8.1% | |
| DFA International Core Eq I | Mutual Funds | — | — | $13.0M | 7.4% | |
| NYLI Winslow LargeCap Gro R6 | Other securities | — | — | $11.6M | 6.6% | |
| CREF Growth R2 | Mutual Funds | — | — | $10.4M | 5.9% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $9.2M | 5.2% | |
| Prudential Retirement Insurance & Annuity Co. Guaranteed contract fund-benefit responsive | Common Stocks | — | — | $8.1M | 4.6% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $5.9M | 3.4% | |
| Vanguard Wellington Adm | Mutual Funds | — | — | $5.9M | 3.4% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $3.4M | 1.9% | |
| Baron Asset Instl | Other securities | — | — | $3.1M | 1.7% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $3.1M | 1.7% | |
| Allspring Specl MidCp Val R6 | Other securities | — | — | $3.1M | 1.7% | |
| JPMorgan US Equity R6 | Other securities | — | — | $2.4M | 1.4% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $2.2M | 1.3% | |
| Vanguard FTSE Soc Idx Adm | Common Collective Trusts | — | — | $2.1M | 1.2% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $1.9M | 1.1% | |
| American Century Inflation-Adjustment Bond Inv | U.S. Treasuries | — | — | $1.6M | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.2M | 0.7% | |
| American Funds New Perspctv R6 | Mutual Funds | — | — | $1.2M | 0.7% | |
| American Funds EuroPac Grow R6 | Mutual Funds | — | — | $1.1M | 0.6% | |
| DFA Emerging Mrkts Core Eq I | Mutual Funds | — | — | $1.0M | 0.6% | |
| TIAA Traditional benefit responsive | Mutual Funds | — | — | $771K | 0.4% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $746K | 0.4% | |
| CREF Money Market R2 | Mutual Funds | — | — | $731K | 0.4% | |
| Cohen & Steers Instl Realty | Other securities | — | — | $678K | 0.4% | |
| Participant loans Interest rates at 3.25%-8.50% | Bonds / Notes | — | — | $667K | 0.4% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $663K | 0.4% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $494K | 0.3% | |
| Nuveen Mid Cap Value 1 R6 | Mutual Funds | — | — | $437K | 0.2% | |
| PGIM High Yield Z | Other securities | — | — | $436K | 0.2% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $376K | 0.2% |
