Maryanne Murphy signed The Barnes Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Barnes Foundation's EIN is 23-6000149.
Download the official 2024 Form 5500 (PDF) for The Barnes Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Barnes Foundation'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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index 2035 Class K | Other securities | — | — | $1.2M | 9.8% | |
| BlackRock Lifepath Index 2040 Class K | Other securities | — | — | $1.1M | 8.9% | |
| BlackRock Lifepath Index Retirement Class K | Other securities | — | — | $1.1M | 8.7% | |
| BlackRock Lifepath Index 2050 Class K | Other securities | — | — | $978K | 7.9% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $976K | 7.9% | |
| BlackRock Lifepath Index 2055 Class K | Other securities | — | — | $844K | 6.8% | |
| TIAA Access Social Choice Equity Fund ** 708 * CREF Stock Fund | Mutual Funds | — | — | $805K | 6.5% | |
| BlackRock Lifepath Index 2045 Class K | Other securities | — | — | $748K | 6.0% | |
| TIAA Traditional Non-Fully Benefit-Responsive | Mutual Funds | — | — | $728K | 5.9% | |
| BlackRock Lifepath Index 2060 Class K | Other securities | — | — | $544K | 4.4% | |
| BlackRock Lifepath Index 2030 Class K | Other securities | — | — | $442K | 3.6% | |
| TIAA Access Lifecycle 2040 Fund | Mutual Funds | — | — | $249K | 2.0% | |
| CREF Growth Fund | Mutual Funds | — | — | $238K | 1.9% | |
| TIAA Traditional Fully Benefit-Responsive | Mutual Funds | — | — | $189K | 1.5% | |
| TIAA Access Lifecycle 2050 Fund | Mutual Funds | — | — | $188K | 1.5% | |
| CREF Global Equities Fund | Mutual Funds | — | — | $178K | 1.4% | |
| CREF Money Market Fund | Mutual Funds | — | — | $161K | 1.3% | |
| BlackRock Lifepath Index 2065 Class K | Other securities | — | — | $127K | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $126K | 1.0% | |
| PIMCO International Bond US Dollar Hedged Institutional Class ** 573 Fidelity Investments Fidelity Emerging Markets | Mutual Funds | — | — | $126K | 1.0% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $122K | 1.0% | |
| CREF Equity Index Fund | Common Collective Trusts | — | — | $108K | 0.9% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $98K | 0.8% | |
| TIAA Access Lifecycle 2045 Fund | Mutual Funds | — | — | $94K | 0.8% | |
| TIAA Access Lifecycle 2015 Fund | Mutual Funds | — | — | $74K | 0.6% | |
| TIAA Access Lifecycle 2025 Fund | Mutual Funds | — | — | $70K | 0.6% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $68K | 0.5% | |
| Lincoln Financial Group Lincoln Stable Value Account Fully Benefit-Responsive | Stable Value | — | — | $64K | 0.5% | |
| Impax Asset Management ESG Leaders Index Investor Class | Other securities | — | — | $55K | 0.4% | |
| CREF Bond Market Fund | Mutual Funds | — | — | $55K | 0.4% | |
| CREF Social Choice Fund | Mutual Funds | — | — | $53K | 0.4% | |
| TIAA Access Lifecycle 2030 Fund | Mutual Funds | — | — | $51K | 0.4% | |
| TIAA Access Lifecycle 2020 Fund | Mutual Funds | — | — | $49K | 0.4% | |
| TIAA Access Lifecycle 2035 Fund | Mutual Funds | — | — | $47K | 0.4% | |
| Dodge & Cox Dodge & Cox Income | Mutual Funds | — | — | $47K | 0.4% | |
| Calvert Bond Class I | U.S. Treasuries | — | — | $46K | 0.4% | |
| TIAA Access International Equity Fund | Mutual Funds | — | — | $41K | 0.3% | |
| CREF Inflation Linked Bond Fund | Mutual Funds | — | — | $35K | 0.3% | |
| TIAA Access Lifecycle 2055 Fund | Mutual Funds | — | — | $28K | 0.2% | |
| Nuveen Large Cap Responsible Equity | Mutual Funds | — | — | $22K | 0.2% | |
| TIAA Access Real Estate Securities Fund | Mutual Funds | — | — | $19K | 0.2% | |
| TIAA Access Lg-Cap Value Fund | Mutual Funds | — | — | $19K | 0.2% | |
| TIAA Access Mid-Cap Value Fund | Mutual Funds | — | — | $19K | 0.2% | |
| TIAA Access Sm-Cap Blend Index Fund | Common Collective Trusts | — | — | $17K | 0.1% | |
| TIAA Access Bond Plus Fund | Mutual Funds | — | — | $11K | <0.1% | |
| TIAA Access Lifecycle 2010 Fund | Mutual Funds | — | — | $8K | <0.1% | |
| TIAA Access Mid-Cap Growth Fund | Mutual Funds | — | — | $7K | <0.1% | |
| TIAA Access Lifecycle 2060 Fund | Mutual Funds | — | — | $7K | <0.1% | |
| TIAA Access Sm-Cap Equity Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
