Back to filter
Original filing (PDF)20250905154904NAL0029253456001
MUHLENBERG COLLEGE
Form 5500
FILING_RECEIVED
MUHLENBERG COLLEGE RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
596
Accounts w/ balance
1,230
Plan assets (EOY)
$176.6M
Net assets (EOY)
$176.5M
How this plan invests
This plan
1 pooled trust
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUHLENBERG COLLEGE.
Plan sponsor
Name
MUHLENBERG COLLEGE
EIN
23-1352664
Address
2400 CHEW STREET · ALLENTOWN, PA · 18104
Phone
(484) 664-3065
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
TAIT, WELLER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $85K | — |
| CAPTRUST | 26-0058143 | — | NONE | $45K | — |
| TAIT, WELLER LLP | 23-1144520 | — | NONE | $10K | — |
Investments
43 direct securities · 1 pooled fund· $176.6M(100% of reported assets)
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.
Uncategorized
$171.4M
43 holdings
Pooled Separate Account
$5.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF TIAA Traditional Non-Benefit Responsive Annuity Fund | — | — | — | $30.6M | 17.3% | |
| TIAA-CREF CREF Stock Fund | — | — | — | $24.8M | 14.1% | |
| TIAA-CREF CREF Growth Fund | — | — | — | $11.6M | 6.6% | |
| TIAA-CREF CREF Global Equities Fund | — | — | — | $9.8M | 5.5% | |
| TIAA-CREF TIAA Traditional Benefit Responsive Annuity Fund | — | — | — | $9.5M | 5.4% | |
| Vanguard 500 Index Adm | — | — | — | $8.4M | 4.8% | |
| TIAA-CREF CREF Social Choice Fund | — | — | — | $6.1M | 3.4% | |
| TIAA-CREF CREF Equity Index Fund | — | — | — | $5.8M | 3.3% | |
| Nuveen Lifecycle 2040-Rtmt Fund | — | — | — | $5.8M | 3.3% | |
| American Funds AF Capital World Growth & Income Fund R6 | — | — | — | $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 | — | — | — | $4.5M | 2.5% | |
| Nuveen Lifecycle 2045-Rtmt Fund | — | — | — | $3.6M | 2.1% | |
| Vanguard Ttl Bd Mkt Idx Adm | — | — | — | $3.4M | 2.0% | |
| Nuveen Lifecycle 2035-Rtmt Fund | — | — | — | $3.4M | 1.9% | |
| MFS Investments MFS Mid Cap Value Class R4 | — | — | — | $3.3M | 1.9% | |
| Vanguard Ttl Intl Stk Idx Adm | — | — | — | $3.3M | 1.9% | |
| Nuveen Lifecycle 2050-Rtmt Fund | — | — | — | $3.1M | 1.8% | |
| John Hancock John Hancock Discipline Val R4 | — | — | — | $2.9M | 1.7% | |
| Columbia Dividend Income Inst | — | — | — | $2.5M | 1.4% | |
| American Funds AF EuroPacific Growth Fund R6 | — | — | — | $2.4M | 1.4% | |
| Nuveen Small-Cap Eq R6 | — | — | — | $2.2M | 1.2% | |
| TIAA-CREF CREF Core Bond Fund | — | — | — | $1.9M | 1.1% | |
| Vanguard Federal Money Market | — | — | — | $1.8M | 1.0% | |
| Nuveen Lifecycle 2025-Rtmt Fund | — | — | — | $1.7M | 1.0% | |
| Vanguard Small-Cap Idx Adm | — | — | — | $1.6M | 0.9% | |
| Vanguard Infl Protect Sec Adm | — | — | — | $1.5M | 0.8% | |
| Nuveen Lifecycle 2055-Rtmt Fund | — | — | — | $1.3M | 0.7% | |
| Prudential Jennison Growth Fund Z | — | — | — | $1.3M | 0.7% | |
| Nuveen Lifecycle 2020-Rtmt Fund | — | — | — | $1.2M | 0.7% | |
| Metropolitan West Total Return Bd M | — | — | — | $998K | 0.6% | |
| Invesco Oppenheimer Discovery R6 | — | — | — | $972K | 0.6% | |
| Nuveen Lifecycle 2015-Rtmt Fund | — | — | — | $826K | 0.5% | |
| BlackRock Mid-Cap Growth Equity Inst | — | — | — | $792K | 0.4% | |
| Vanguard Mid-Cap Index Adm | — | — | — | $705K | 0.4% | |
| Driehaus Capital Management Driehaus Emerging Markets | — | — | — | $412K | 0.2% | |
| TIAA-CREF CREF Inflation-Linked Bond Fund | — | — | — | $411K | 0.2% | |
| Nuveen Lifecycle 2010-Rtmt Fund | — | — | — | $383K | 0.2% | |
| Nuveen Lifecycle 2060-Rtmt Fund | — | — | — | $316K | 0.2% | |
| TIAA-CREF CREF Money Market Fund | — | — | — | $280K | 0.2% | |
| Allspring global investments Allspring Small Company Value Adm | — | — | — | $250K | 0.1% | |
| Nuveen Lifecycle Ix Ret Inc R6 | — | — | — | $127K | <0.1% | |
| Loans to Participants, 4.25 – 9.50% | — | — | — | $111K | <0.1% | |
| Nuveen Lifecycle 2065-Rtmt Fund | — | — | — | $40K | <0.1% |
Related plans
Other plans using TIAA
DUKE UNIVERSITY
THE DUKE UNIVERSITY FACULTY AND STAFF RETIREMENT PLAN
$11.0B · 49,781 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES
JOHNS HOPKINS UNIVERSITY 403(B) PLAN
$8.8B · 25,218 participants
YALE UNIVERSITY
YALE UNIVERSITY RETIREMENT ACCOUNT PLAN
$8.3B · 13,709 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
UNIVERSITY OF ROCHESTER
UNIVERSITY OF ROCHESTER RETIREMENT PROGRAM
$7.2B · 30,335 participants
Similar-size Educational Services plans
PRESIDENT AND TRUSTEES OF BATES COLLEGE
BATES COLLEGE 403(B) RETIREMENT PLAN
$176.6M · 1,045 participants
MESSIAH UNIVERSITY
MESSIAH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
$176.4M · 2,313 participants
MILWAUKEE SCHOOL OF ENGINEERING
MILWAUKEE SCHOOL OF ENGINEERING DEFINED CONTRIBUTION PLAN
$176.0M · 485 participants
TRUSTEES OF COLUMBIA UNIVERSITY C/O BENEFITS DEPARTMENT
COLUMBIA UNIVERSITY DEFINED CONTRIBUTION PLAN FOR SUPPORTING STAFF
$177.3M · 1,199 participants
NORWICH UNIVERSITY
NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
$175.8M · 1,016 participants
GANNON UNIVERSITY
GANNON UNIVERSITY DEFINED CONTRIBUTION PLAN
$175.3M · 1,032 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B