Back to filter
Original filing (PDF)20251014085016NAL0003417824001
JOHN D. & CATHERINE T. MACARTHUR FOUNDATION
Form 5500
FILING_RECEIVED
SECTION 403(B) PLAN OF THE JOHN D. AND CATHERINE T. MACARTHUR FOUNDATION
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
202
Accounts w/ balance
268
Plan assets (EOY)
$48.8M
Net assets (EOY)
$48.8M
How this plan invests
This plan
83 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 29 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
002
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 | $7K | — |
Investments
81 direct securities· $48.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Inst'l Shares Registered Investment Company | — | — | — | $3.5M | 7.1% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company | — | — | — | $3.1M | 6.3% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company | — | — | — | $2.7M | 5.6% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $2.4M | 4.9% | |
| Vanguard Total Stock Market Index Fund Admiral Shares Registered Investment Company | — | — | — | $2.1M | 4.4% | |
| Vanguard Wellington Fund Admiral Shares Registered Investment Company | — | — | — | $1.9M | 3.9% | |
| Vanguard U.S. Growth Fund Admiral Shares Registered Investment Company | — | — | — | $1.6M | 3.3% | |
| Vanguard Windsor II Fund Admiral Shares Registered Investment Company | — | — | — | $1.6M | 3.2% | |
| Vanguard Target Retirement Income Registered Investment Company | — | — | — | $1.5M | 3.0% | |
| Vanguard Total Bond Market Index Fund: Inst'l Shr Registered Investment Company | — | — | — | $1.4M | 2.9% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company | — | — | — | $1.4M | 2.8% | |
| Vanguard Wellesley Income Fund Admiral Shares Registered Investment Company | — | — | — | $1.3M | 2.6% | |
| Vanguard Growth Index Fund Admiral Shares Registered Investment Company | — | — | — | $1.2M | 2.5% | |
| Vanguard Total International Stock Index Fund Admiral Shr Registered Investment Company | — | — | — | $1.2M | 2.4% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | — | — | — | $1.2M | 2.4% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares Registered Investment Company | — | — | — | $1.1M | 2.3% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company | — | — | — | $1.1M | 2.2% | |
| Vanguard Extended Market Index Fund Admiral Shares Registered Investment Company | — | — | — | $906K | 1.9% | |
| Vanguard Intermediate-Term Investment-Grade Fund: Adm Shr Registered Investment Company | — | — | — | $879K | 1.8% | |
| Vanguard International Growth Fund Admiral Shares Registered Investment Company | — | — | — | $863K | 1.8% | |
| Vanguard PRIMECAP Fund Admiral Shares Registered Investment Company | — | — | — | $798K | 1.6% | |
| Vanguard Windsor Fund Admiral Shares Registered Investment Company | — | — | — | $758K | 1.6% | |
| Vanguard LifeStrategy Income Fund Registered Investment Company | — | — | — | $755K | 1.5% | |
| Vanguard Large-Cap Index Fund Admiral Shares Registered Investment Company | — | — | — | $722K | 1.5% | |
| Vanguard Inflation-Protected Securities Fund: Adm Shares Registered Investment Company | — | — | — | $709K | 1.5% | |
| Vanguard Total International Bond Index Fund Admiral Shr Registered Investment Company | — | — | — | $656K | 1.3% | |
| Vanguard Real Estate Index Fund Admiral Shares Registered Investment Company | — | — | — | $654K | 1.3% | |
| Vanguard FTSE Social Index Fund Admiral Shares Registered Investment Company | — | — | — | $608K | 1.2% | |
| Vanguard High Dividend Yield Index Fund Admiral Shares Registered Investment Company | — | — | — | $577K | 1.2% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shr Registered Investment Company | — | — | — | $538K | 1.1% | |
| Vanguard Explorer Fund Admiral Shares Registered Investment Company | — | — | — | $530K | 1.1% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company | — | — | — | $484K | 1.0% | |
| Vanguard Health Care Fund Admiral Shares Registered Investment Company | — | — | — | $465K | 1.0% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Company | — | — | — | $429K | 0.9% | |
| Vanguard Strategic Equity Fund Registered Investment Company | — | — | — | $397K | 0.8% | |
| Vanguard European Stock Index Fund Admiral Shares Registered Investment Company | — | — | — | $385K | 0.8% | |
| Vanguard Equity Income Fund Admiral Shares Registered Investment Company | — | — | — | $382K | 0.8% | |
| Vanguard Selected Value Fund Registered Investment Company | — | — | — | $338K | 0.7% | |
| Vanguard STAR Fund Registered Investment Company | — | — | — | $324K | 0.7% | |
| Vanguard Long-Term Treasury Fund Admiral Shares Registered Investment Company | — | — | — | $322K | 0.7% | |
| Vanguard Balanced Index Fund Admiral Shares Registered Investment Company | — | — | — | $316K | 0.6% | |
| Vanguard Federal Money Market Fund Registered Investment Company | — | — | — | $277K | 0.6% | |
| Vanguard LifeStrategy Growth Fund Registered Investment Company | — | — | — | $263K | 0.5% | |
| Vanguard Treasury Money Market Fund Registered Investment Company | — | — | — | $255K | 0.5% | |
| Vanguard FTSE All-World ex-US Index Fund Admiral Registered Investment Company | — | — | — | $254K | 0.5% | |
| Vanguard International Value Fund Registered Investment Company | — | — | — | $240K | 0.5% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company | — | — | — | $231K | 0.5% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Registered Investment Company | — | — | — | $228K | 0.5% | |
| Vanguard Short-Term Investment-Grade Fund: Adm Shr Registered Investment Company | — | — | — | $215K | 0.4% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $173K | 0.4% | |
| Vanguard High-Yield Corporate Fund Admiral Shares Registered Investment Company | — | — | — | $171K | 0.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares Registered Investment Company | — | — | — | $166K | 0.3% | |
| Northern Global Sustainability Index Fund; Class K Registered Investment Company | — | — | — | $141K | 0.3% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $136K | 0.3% | |
| Vanguard Value Index Fund Admiral Shares Registered Investment Company | — | — | — | $133K | 0.3% | |
| Vanguard Global Minimum Volatility Fund Admiral Shares Registered Investment Company | — | — | — | $133K | 0.3% | |
| Vanguard Energy Fund Admiral Shares Registered Investment Company | — | — | — | $123K | 0.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares Registered Investment Company | — | — | — | $109K | 0.2% | |
| Vanguard Diversified Equity Fund Registered Investment Company | — | — | — | $101K | 0.2% | |
| Vanguard GNMA Fund Admiral Shares Registered Investment Company | — | — | — | $98K | 0.2% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares Registered Investment Company | — | — | — | $95K | 0.2% | |
| Vanguard Global Capital Cycles Fund Registered Investment Company | — | — | — | $78K | 0.2% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Registered Investment Company | — | — | — | $69K | 0.1% | |
| JPMorgan Mid Cap Growth Fund; Class R6 Registered Investment Company | — | — | — | $60K | 0.1% | |
| Vanguard Global Equity Fund Registered Investment Company | — | — | — | $46K | <0.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral Registered Investment Company | — | — | — | $44K | <0.1% | |
| Ariel Fund Registered Investment Company | — | — | — | $44K | <0.1% | |
| Vanguard Dividend Growth Fund Registered Investment Company | — | — | — | $33K | <0.1% | |
| Vanguard Strategic Small-Cap Equity Fund Registered Investment Company | — | — | — | $25K | <0.1% | |
| Vanguard Intermediate-Term Treasury Fund: Adm Shr Registered Investment Company | — | — | — | $25K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Registered Investment Company | — | — | — | $24K | <0.1% | |
| Vanguard Emerging Markets Select Stock Fund Registered Investment Company | — | — | — | $24K | <0.1% | |
| Vanguard Long-Term Bond Index Fund Admiral Shares Registered Investment Company | — | — | — | $23K | <0.1% | |
| Vanguard LifeStrategy Moderate Growth Fund Registered Investment Company | — | — | — | $21K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Fund: Adm Shr Registered Investment Company | — | — | — | $20K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Sec. Idx Fund: Adm Shr Registered Investment Company | — | — | — | $15K | <0.1% | |
| Vanguard Short-Term Treasury Fund Admiral Shares Registered Investment Company | — | — | — | $9K | <0.1% | |
| Dodge & Cox Income Fund Class I Registered Investment Company | — | — | — | $9K | <0.1% | |
| Vanguard Pacific Stock Index Fund Admiral Shares Registered Investment Company | — | — | — | $7K | <0.1% | |
| Vanguard LifeStrategy Conservative Growth Fund Registered Investment Company | — | — | — | $3K | <0.1% | |
| American Century Small Cap Value Fund; R6 Class Registered Investment Company | — | — | — | $3K | <0.1% |
Related plans
Other plans using THE VANGUARD GROUP, INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM 401(K) SAVINGS PLAN
$19.0B · 67,476 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Other Services (ex. Public Admin) plans
ACTORS' EQUITY ASSOCIATION
ACTORS' EQUITY ASSOCIATION STAFF PENSION PLAN
$48.8M · 137 participants
GRAND LODGE OF F&A MASONS OF CA & RELATED ENTITIES
CALIFORNIA MASONIC RETIREMENT PLAN II
$49.1M · 650 participants
ARMED FORCES BENEFIT ASSOCIATION
ARMED FORCES BENEFIT ASSOCIATION (AFBA) 401(K) INCENTIVE SAVINGS PLAN
$49.1M · 199 participants
NATIONAL RETAIL FEDERATION
NATIONAL RETAIL FEDERATION 401(K) PROFIT SHARING PLAN
$49.1M · 102 participants
WISCONSIN ALUMNI RESEARCH FOUNDATION
WISCONSIN ALUMNI RESEARCH FOUNDATION PENSION PLAN
$48.5M · 61 participants
THE INSPIRATIONAL NETWORK, INC.
THE INSPIRATIONAL NETWORK 401(K) BENEFIT PLAN
$48.3M · 659 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B