Elaine Bowman signed The PEW Charitable Trusts' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The PEW Charitable Trusts' EIN is 23-1512117.
Download the official 2024 Form 5500 (PDF) for The PEW Charitable Trusts from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The PEW Charitable Trusts' plan includes a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $135K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $65.8M | 15.4% | |
| FIDELITY FREEDOM BLEND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $53.2M | 12.4% | |
| Harbor Capital Appreciation Institutional Mutual Fund | Other securities | — | — | $32.9M | 7.7% | |
| MetLife Managed GIC Guaranteed Investment Contract | Stable Value | — | — | $29.2M | 6.8% | |
| Vanguard Primecap Admiral Mutual Fund | Mutual Funds | — | — | $25.7M | 6.0% | |
| FIDELITY FREEDOM BLEND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $19.2M | 4.5% | |
| Vanguard Equity Income Fund Admiral Mutual Fund | Mutual Funds | — | — | $17.5M | 4.1% | |
| BLACKROCK MSCI ACWI EX US R BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2912262 / PN 001 | Common Collective Trust | — | — | $15.1M | 3.5% | |
| FIDELITY FREEDOM BLEND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $14.5M | 3.4% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $14.2M | 3.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $14.2M | 3.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $13.5M | 3.1% | |
| FIDELITY FREEDOM BLEND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $11.4M | 2.7% | |
| FIDELITY FREEDOM BLEND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $9.9M | 2.3% | |
| Vanguard FTSE Social Index Fund Investor Shares Mutual Fund | Common Collective Trusts | — | — | $9.5M | 2.2% | |
| FIDELITY FREEDOM BLEND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $9.0M | 2.1% | |
| Vanguard Short-Term Investment-Grade I Mutual Fund | Mutual Funds | — | — | $8.5M | 2.0% | |
| FIDELITY FREEDOM BLEND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $8.4M | 2.0% | |
| MFS MID CAP VALUE R6 Mutual Fund | Mutual Funds | — | — | $7.1M | 1.7% | |
| FIDELITY FREEDOM BLEND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $6.1M | 1.4% | |
| Calvert Bond I Mutual Fund | U.S. Treasuries | — | — | $5.9M | 1.4% | |
| BLACKROCK MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $5.4M | 1.3% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $4.5M | 1.0% | |
| Neuberger Berman Small Cap Growth Fund Class R6 Mutual Fund | Other securities | — | — | $4.4M | 1.0% | |
| FIDELITY FREEDOM BLEND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $4.3M | 1.0% | |
| T. Rowe Price High Yield I Mutual Fund | Other securities | — | — | $3.8M | 0.9% | |
| Allspring Special Small Cap Value R6 Mutual Fund | Other securities | — | — | $2.8M | 0.7% | |
| Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $2.8M | 0.7% | |
| Vanguard Inflation Protected Securities Admiral Fund Mutual Fund | Mutual Funds | — | — | $2.3M | 0.5% | |
| FIDELITY FREEDOM BLEND 2065 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $2.0M | 0.5% | |
| FIDELITY FREEDOM BLEND 2010 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $2.0M | 0.5% | |
| FIDELITY FREEDOM BLEND 2015 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $545K | 0.1% | |
| DWS RREEF Real Assets Fund - Class S Mutual Fund | Other securities | — | — | $191K | <0.1% | |
| Invesco Government & Agency Porfolio Fund Mutual Fund | Mutual Funds | — | — | $98K | <0.1% | |
| FIDELITY FREEDOM BLEND INCOME Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $30K | <0.1% |
