Michelle Sibly signed The J. David Gladstone Institutes' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The J. David Gladstone Institutes' EIN is 23-7203666.
Download the official 2024 Form 5500 (PDF) for The J. David Gladstone Institutes from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The J. David Gladstone Institutes' plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle Index 2050 Fund | Mutual Funds | — | — | $341K | 17.1% | |
| TIAA-CREF Lifecycle Index 2045 Fund | Mutual Funds | — | — | $242K | 12.2% | |
| TIAA Access Lifecycle 2045 Fund | Mutual Funds | — | — | $209K | 10.5% | |
| TIAA Access Lifecycle 2040 Fund | Mutual Funds | — | — | $179K | 9.0% | |
| TIAA-CREF Lifecycle Index 2055 Fund | Mutual Funds | — | — | $176K | 8.9% | |
| TIAA Access Lifecycle 2035 Fund | Mutual Funds | — | — | $84K | 4.2% | |
| TIAA-CREF Lifecycle Index 2040 Fund | Mutual Funds | — | — | $72K | 3.6% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $72K | 3.6% | |
| CREF Stock Fund | Mutual Funds | — | — | $62K | 3.1% | |
| TIAA Access Lifecycle 2050 Fund | Mutual Funds | — | — | $61K | 3.0% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $42K | 2.1% | |
| CREF Equity Index Fund | Common Collective Trusts | — | — | $31K | 1.5% | |
| TIAA Traditional Non Benefit Responsive Fund | Mutual Funds | — | — | $26K | 1.3% | |
| TIAA Access Lifecycle 2030 Fund | Mutual Funds | — | — | $20K | 1.0% | |
| TIAA-CREF Lifecycle Index 2060 Fund | Mutual Funds | — | — | $17K | 0.8% | |
| TIAA Access Large-Cap Growth Fund | Mutual Funds | — | — | $15K | 0.8% | |
| GoldmanSachs Large Cap Value Fund | Other securities | — | — | $14K | 0.7% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $13K | 0.7% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $12K | 0.6% | |
| CREF Money Market Fund | Mutual Funds | — | — | $11K | 0.6% | |
| BlackRock High Yield Bond Fund 309 1919 Socially Responsive Balanced Fund | Other securities | — | — | $11K | 0.5% | |
| CREF Growth Fund | Mutual Funds | — | — | $11K | 0.5% | |
| TIAA-CREF Lifecycle Index 2035 Fund | Mutual Funds | — | — | $9K | 0.5% | |
| TIAA Stable Value Fund | Stable Value | — | — | $8K | 0.4% | |
| TIAA Access Real Estate Security Fund | Mutual Funds | — | — | $8K | 0.4% | |
| Invesco Developing Markets Y Fund | Mutual Funds | — | — | $8K | 0.4% | |
| TIAA Access Lifecycle 2025 Fund | Mutual Funds | — | — | $7K | 0.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $7K | 0.3% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $7K | 0.3% | |
| Invesco International Small-Mid Company Fund 598 Vanguard Federal Money Market Fund | Mutual Funds | — | — | $6K | 0.3% | |
| CREF Global Equities Fund | Mutual Funds | — | — | $6K | 0.3% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $5K | 0.3% | |
| MFS International Diversified Fund | Mutual Funds | — | — | $5K | 0.3% | |
| TIAA Access Lifecycle 2020 Fund | Mutual Funds | — | — | $5K | 0.2% | |
| CREF Core Bond Fund | Mutual Funds | — | — | $5K | 0.2% | |
| TIAA Access Large-Cap Value Fund | Mutual Funds | — | — | $5K | 0.2% | |
| TIAA Access Mid-Cap Value Fund | Mutual Funds | — | — | $4K | 0.2% | |
| TIAA Access Small-Cap Blend Index Fund | Common Collective Trusts | — | — | $4K | 0.2% | |
| TIAA Access International Equity Fund | Mutual Funds | — | — | $4K | 0.2% | |
| TIAA Access Mid-Cap Growth Fund | Mutual Funds | — | — | $4K | 0.2% | |
| TIAA Access Large Cap Responsible Equity Fund | Mutual Funds | — | — | $3K | 0.2% | |
| CREF Inflation-Linked Bond Fund | Mutual Funds | — | — | $3K | 0.2% | |
| CREF Social Choice Fund | Mutual Funds | — | — | $3K | 0.1% | |
| Pioneer Bond Fund 189 Principal Real Estate Securities Fund | Other securities | — | — | $3K | 0.1% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $2K | 0.1% | |
| DFA Inflation Protected Securities Portfolio Fund 171 Franklin Small Cap Value Fund | Mutual Funds | — | — | $2K | 0.1% | |
| TIAA-CREF Lifecycle Index 2030 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| TIAA Access Lifecycle 2010 Fund 575 * TIAA Access Lifecycle 2015 Fund | Mutual Funds | — | — | $1K | <0.1% | |
| JPMorgan Small Cap Growth Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
