Shelly Swartz signed Pittsburgh Ballet Theatre, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pittsburgh Ballet Theatre, Inc.'s EIN is 23-7101094.
Download the official 2023 Form 5500 (PDF) for Pittsburgh Ballet Theatre, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Pittsburgh Ballet Theatre, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HENDERSON BROS. RET. PLAN SERV. | 20-4683855 | PITTSBURGH, PA | NONE | $17K | — |
| TEACHERS INS. AND ANNUITY ASSOC. | 13-1624203 | NEW YORK, NY | NONE | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF EQUITY INDEX R1 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $1.3M | 14.6% | |
| CREF GROWTH R1 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $1.2M | 14.1% | |
| TIAA - Nuveen LifeCycle Index 2050 Fund Retirement Class N/A | Mutual Funds | — | — | $883K | 10.1% | |
| TIAA - Nuveen LifeCycle Index 2055 Fund Retirement Class N/A | Mutual Funds | — | — | $697K | 7.9% | |
| TIAA - Nuveen LifeCycle Index 2040 Fund Retirement Class N/A | Mutual Funds | — | — | $543K | 6.2% | |
| CREF STOCK R1 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $470K | 5.4% | |
| TIAA - Nuveen LifeCycle Index 2035 Fund Retirement Class N/A | Mutual Funds | — | — | $467K | 5.3% | |
| TIAA Traditional Non Benefit Responsive N/A | Mutual Funds | — | — | $459K | 5.2% | |
| iShares S&P 500 Index Service N/A | Common Collective Trusts | — | — | $401K | 4.6% | |
| TIAA - Nuveen LifeCycle Index 2060 Fund Retirement Class N/A | Mutual Funds | — | — | $398K | 4.5% | |
| TIAA - Nuveen LifeCycle Index 2025 Fund Retirement Class N/A | Mutual Funds | — | — | $396K | 4.5% | |
| CREF GLOBAL EQUITIES R1 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $258K | 2.9% | |
| TIAA - Nuveen LifeCycle Index 2065 Fund Retirement Class N/A | Mutual Funds | — | — | $196K | 2.2% | |
| TIAA - Nuveen LifeCycle Index 2045 Fund Retirement Class N/A | Mutual Funds | — | — | $149K | 1.7% | |
| Alliance Bernstein AB Large Cap Growth Fund Advisor Class N/A | Other securities | — | — | $125K | 1.4% | |
| TIAA - Nuveen LifeCycle Index 2030 Fund Retirement Class N/A | Mutual Funds | — | — | $91K | 1.0% | |
| TIAA ACCESS NUVEEN EQUITY INDEX T4 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $90K | 1.0% | |
| TIAA ACCESS NUVEEN INTERNATIONAL EQ TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $76K | 0.9% | |
| TIAA-CREF REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $70K | 0.8% | |
| TIAA - Nuveen LifeCycle Index 2020 Fund Retirement Class N/A | Mutual Funds | — | — | $69K | 0.8% | |
| TIAA Stable Value N/A | Stable Value | — | — | $65K | 0.7% | |
| TIAA - Nuveen LifeCycle Index 2015 Fund Retirement Class N/A | Mutual Funds | — | — | $58K | 0.7% | |
| Hartford Funds Hartford Schroders International Stock Fund Class R5 N/A | Other securities | — | — | $57K | 0.6% | |
| CREF MONEY MARKET R1 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $55K | 0.6% | |
| TIAA Traditional Non Benefit Responsive 2 N/A | Mutual Funds | — | — | $40K | 0.5% | |
| MFS Mid Cap Value Class R4 N/A | Mutual Funds | — | — | $36K | 0.4% | |
| Vanguard Real Estate Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $23K | 0.3% | |
| JP Morgan JPMorgan Mid Cap Growth Select N/A | Other securities | — | — | $16K | 0.2% | |
| Virtus Investment Virtus Small-Cap Fund Institutional Class N/A | Other securities | — | — | $13K | 0.2% | |
| PGIM Total Return Bond Z N/A | Other securities | — | — | $12K | 0.1% | |
| TIAA - Nuveen Large Cap Responsible Equity Fund Retirement Class N/A | Mutual Funds | — | — | $8K | <0.1% | |
| CREF INFLATION-LINKED BOND R1 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| Victory Capital Victory High Yield Fund Class Y N/A | Other securities | — | — | $7K | <0.1% | |
| TIAA ACCESS NUVEEN LARGE CAP VALUE TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| TIAA - Nuveen LifeCycle Index Retirement Income Fund Retirement Class N/A | Mutual Funds | — | — | $5K | <0.1% | |
| CREF SOCIAL CHOICE R1 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| CREF CORE BOND R1 TIAA-CREF · EIN 13-1624203 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| maturing through 2027 - | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
