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Original filing (PDF)20251014085405NAL0002353377001
JOHN D. & CATHERINE T. MACARTHUR FOUNDATION
Form 5500
FILING_RECEIVED
JOHN D. & CATHERINE T. MACARTHUR FOUNDATION RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
204
Accounts w/ balance
303
Plan assets (EOY)
$130.1M
Net assets (EOY)
$130.1M
How this plan invests
This plan
1 pooled trust
Schedule D
40 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.
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN D. & CATHERINE T. MACARTHUR FOUNDATION.
Plan sponsor
Name
JOHN D. & CATHERINE T. MACARTHUR FOUNDATION
EIN
23-7093598
Address
140 S DEARBORN ST · STE 1200 · CHICAGO, IL · 606035285
Phone
(312) 726-8000
Industry
Other Services (ex. Public Admin)see 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $13K | — |
Investments
39 direct securities · 1 pooled fund· $130.1M(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
$128.7M
39 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $19.3M | 14.8% | |
| Vanguard Wellington Fund Admiral Shares Registered Investment Company | — | — | — | $10.7M | 8.2% | |
| Vanguard Windsor Fund Admiral Shares Registered Investment Company | — | — | — | $9.4M | 7.2% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company | — | — | — | $9.2M | 7.0% | |
| Vanguard Total Stock Market Index Fund Admiral Shares Registered Investment Company | — | — | — | $7.8M | 6.0% | |
| Vanguard Explorer Fund Admiral Shares Registered Investment Company | — | — | — | $7.2M | 5.6% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company | — | — | — | $5.9M | 4.5% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | — | — | — | $5.4M | 4.2% | |
| Vanguard U.S. Growth Fund Admiral Shares Registered Investment Company | — | — | — | $4.9M | 3.8% | |
| Vanguard Total Bond Market Index Fund: Inst'l Shr Registered Investment Company | — | — | — | $4.2M | 3.2% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company | — | — | — | $3.9M | 3.0% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Company | — | — | — | $3.2M | 2.4% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares Registered Investment Company | — | — | — | $3.1M | 2.4% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company | — | — | — | $3.1M | 2.4% | |
| Vanguard International Growth Fund Admiral Shares Registered Investment Company | — | — | — | $2.8M | 2.2% | |
| Vanguard PRIMECAP Fund Admiral Shares Registered Investment Company | — | — | — | $2.6M | 2.0% | |
| Vanguard FTSE Social Index Fund Admiral Shares Registered Investment Company | — | — | — | $2.5M | 1.9% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Company | — | — | — | $2.5M | 1.9% | |
| Vanguard International Value Fund Registered Investment Company | — | — | — | $2.4M | 1.9% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company | — | — | — | $2.3M | 1.8% | |
| Vanguard Inflation-Protected Securities Fund: Adm Shares Registered Investment Company | — | — | — | $2.2M | 1.7% | |
| Vanguard Long-Term Treasury Fund Admiral Shares Registered Investment Company | — | — | — | $2.0M | 1.5% | |
| Vanguard Total International Stock Index Fund Admiral Shr Registered Investment Company | — | — | — | $1.9M | 1.4% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shr Registered Investment Company | — | — | — | $1.5M | 1.2% | |
| VANGUARD RETIREMENT SVGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $1.4M | 1.1% | |
| Vanguard High-Yield Corporate Fund Admiral Shares Registered Investment Company | — | — | — | $1.4M | 1.1% | |
| Vanguard GNMA Fund Admiral Shares Registered Investment Company | — | — | — | $1.3M | 1.0% | |
| Vanguard Real Estate Index Fund Admiral Shares Registered Investment Company | — | — | — | $1.1M | 0.9% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares Registered Investment Company | — | — | — | $1.1M | 0.8% | |
| Vanguard Extended Market Index Fund Admiral Shares Registered Investment Company | — | — | — | $832K | 0.6% | |
| Vanguard Target Retirement Income Registered Investment Company | — | — | — | $824K | 0.6% | |
| Participant loans Loans, 4.25-10.50% | — | — | — | $724K | 0.6% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company | — | — | — | $516K | 0.4% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $267K | 0.2% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $211K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Registered Investment Company | — | — | — | $129K | <0.1% | |
| Ariel Fund Registered Investment Company | — | — | — | $126K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Registered Investment Company | — | — | — | $96K | <0.1% | |
| JPMorgan Mid Cap Growth Fund; Class R6 Registered Investment Company | — | — | — | $62K | <0.1% | |
| Vanguard Total International Bond Index Fund Admiral Shr Registered Investment Company | — | — | — | $57K | <0.1% |
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