Curtis Topper signed Muhlenberg College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Muhlenberg College's EIN is 23-1352664.
Download the official 2024 Form 5500 (PDF) for Muhlenberg College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Muhlenberg College's plan includes 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 | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | NONE | $45K | — |
| TAIT, WELLER LLP | 23-1144520 | — | NONE | $10K | — |
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 TIAA Traditional Non-Benefit Responsive Annuity Fund | Mutual Funds | — | — | $30.6M | 17.3% | |
| TIAA-CREF CREF Stock Fund | Mutual Funds | — | — | $24.8M | 14.1% | |
| TIAA-CREF CREF Growth Fund | Mutual Funds | — | — | $11.6M | 6.6% | |
| TIAA-CREF CREF Global Equities Fund | Mutual Funds | — | — | $9.8M | 5.5% | |
| TIAA-CREF TIAA Traditional Benefit Responsive Annuity Fund | Mutual Funds | — | — | $9.5M | 5.4% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $8.4M | 4.8% | |
| TIAA-CREF CREF Social Choice Fund | Mutual Funds | — | — | $6.1M | 3.4% | |
| TIAA-CREF CREF Equity Index Fund | Common Collective Trusts | — | — | $5.8M | 3.3% | |
| Nuveen Lifecycle 2040-Rtmt Fund | Mutual Funds | — | — | $5.8M | 3.3% | |
| American Funds AF Capital World Growth & Income Fund R6 | Mutual Funds | — | — | $5.4M | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.2M | 2.9% | |
| Nuveen Lifecycle 2030-Rtmt Fund | Mutual Funds | — | — | $4.5M | 2.5% | |
| Nuveen Lifecycle 2045-Rtmt Fund | Mutual Funds | — | — | $3.6M | 2.1% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $3.4M | 2.0% | |
| Nuveen Lifecycle 2035-Rtmt Fund | Mutual Funds | — | — | $3.4M | 1.9% | |
| MFS Investments MFS Mid Cap Value Class R4 | Mutual Funds | — | — | $3.3M | 1.9% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $3.3M | 1.9% | |
| Nuveen Lifecycle 2050-Rtmt Fund | Mutual Funds | — | — | $3.1M | 1.8% | |
| John Hancock John Hancock Discipline Val R4 | Other securities | — | — | $2.9M | 1.7% | |
| Columbia Dividend Income Inst | Other securities | — | — | $2.5M | 1.4% | |
| American Funds AF EuroPacific Growth Fund R6 | Mutual Funds | — | — | $2.4M | 1.4% | |
| Nuveen Small-Cap Eq R6 | Mutual Funds | — | — | $2.2M | 1.2% | |
| TIAA-CREF CREF Core Bond Fund | Mutual Funds | — | — | $1.9M | 1.1% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $1.8M | 1.0% | |
| Nuveen Lifecycle 2025-Rtmt Fund | Mutual Funds | — | — | $1.7M | 1.0% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $1.6M | 0.9% | |
| Vanguard Infl Protect Sec Adm | Mutual Funds | — | — | $1.5M | 0.8% | |
| Nuveen Lifecycle 2055-Rtmt Fund | Mutual Funds | — | — | $1.3M | 0.7% | |
| Prudential Jennison Growth Fund Z | Other securities | — | — | $1.3M | 0.7% | |
| Nuveen Lifecycle 2020-Rtmt Fund | Mutual Funds | — | — | $1.2M | 0.7% | |
| Metropolitan West Total Return Bd M | Other securities | — | — | $998K | 0.6% | |
| Invesco Oppenheimer Discovery R6 | Mutual Funds | — | — | $972K | 0.6% | |
| Nuveen Lifecycle 2015-Rtmt Fund | Mutual Funds | — | — | $826K | 0.5% | |
| BlackRock Mid-Cap Growth Equity Inst | Other securities | — | — | $792K | 0.4% | |
| Vanguard Mid-Cap Index Adm | Mutual Funds | — | — | $705K | 0.4% | |
| Driehaus Capital Management Driehaus Emerging Markets | Other securities | — | — | $412K | 0.2% | |
| TIAA-CREF CREF Inflation-Linked Bond Fund | Mutual Funds | — | — | $411K | 0.2% | |
| Nuveen Lifecycle 2010-Rtmt Fund | Mutual Funds | — | — | $383K | 0.2% | |
| Nuveen Lifecycle 2060-Rtmt Fund | Mutual Funds | — | — | $316K | 0.2% | |
| TIAA-CREF CREF Money Market Fund | Mutual Funds | — | — | $280K | 0.2% | |
| Allspring global investments Allspring Small Company Value Adm | Common Stocks | — | — | $250K | 0.1% | |
| Nuveen Lifecycle Ix Ret Inc R6 | Mutual Funds | — | — | $127K | <0.1% | |
| Loans to Participants, 4.25 – 9.50% | Bonds / Notes | — | — | $111K | <0.1% | |
| Nuveen Lifecycle 2065-Rtmt Fund | Mutual Funds | — | — | $40K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
