Original filing (PDF)20250814083445NAL0008942835001

Harvard Management Company Inc.

Name: Harvard Management Company Inc. — Harvard Management, Form 5500 (2024)
Creator: Harvard Management Company Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Harvard Management Company Inc. Pension Plan

Defined-contribution retirement plan · Harvard Management Company Inc.'s Harvard Management Company Inc. Pension Plan held $58.2M in plan assets for 102 participants in 2024.

Active participants

102

Accounts w/ balance

262

Plan assets (EOY)

$58.2M

Net assets (EOY)

$58.2M

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARVARD MANAGEMENT COMPANY INC..

Plan sponsor

Name

HARVARD MANAGEMENT COMPANY INC.

EIN

23-7361259all filings

Address

600 ATLANTIC AVENUE · BOSTON, MA · 022102211

Phone

(617) 523-4400

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-14

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BDMP ASSURANCE, LLP

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
SENTINEL BENEFITS GROUP, LLC	20-5916766	—	N/A	$24K	—

Investments

37 direct securities· $58.0M(100% of reported assets)

Mutual Funds

$53.8M

28 holdings

Other securities

$2.4M

7 holdings

Common Stocks

$967K

1 holding

Common Collective Trusts

$901K

1 holding

					% of plan
Vanguard 550 Index Admiral	Mutual Funds	—	—	$11.1M	19.0%
Fidelity Freedom Index 2025	Mutual Funds	—	—	$6.1M	10.4%
Vanguard Extended Market Index Admiral	Mutual Funds	—	—	$3.7M	6.4%
Fidelity Advisor Total Bond Fund Class Z	Mutual Funds	—	—	$3.5M	6.1%
Fidelity Government Money Market	Mutual Funds	—	—	$3.3M	5.7%
Fidelity Contrafund K	Mutual Funds	—	—	$3.2M	5.5%
Fidelity Freedom Index 2030	Mutual Funds	—	—	$3.1M	5.3%
Vanguard Developed Markets Index Admiral	Mutual Funds	—	—	$2.9M	5.0%
Vanguard Total Bond Market Index Admiral	Mutual Funds	—	—	$2.4M	4.0%
Fidelity Freedom Index 2050 Fund	Mutual Funds	—	—	$2.2M	3.8%
Vanguard Growth Index Admiral	Mutual Funds	—	—	$1.8M	3.2%
Fidelity Freedom Index 2035 Fund	Mutual Funds	—	—	$1.7M	2.9%
Vanguard Equity Income Admiral	Mutual Funds	—	—	$1.5M	2.5%
Fidelity Freedom Index 2055 Fund	Mutual Funds	—	—	$1.2M	2.0%
GQG Partners Emerging Markets EQ Fund R6 SHS	Common Stocks	—	—	$967K	1.7%
Fidelity Freedom Index 2040 Fund	Mutual Funds	—	—	$963K	1.7%
Vanguard Emerging Mkts Stock IDX Admiral	Common Collective Trusts	—	—	$901K	1.5%
MFS International Value	Mutual Funds	—	—	$868K	1.5%
Parnassus Core Equity Institutional	Other securities	—	—	$658K	1.1%
Fidelity Freedom Index 2045	Mutual Funds	—	—	$582K	1.0%
BlackRock Strategic Income Opps Instl	Other securities	—	—	$533K	0.9%
Fidelity Freedom Index 2060	Mutual Funds	—	—	$502K	0.9%
Vanguard REIT Index Admiral	Mutual Funds	—	—	$472K	0.8%
MFS Mid Cap Growth R5	Mutual Funds	—	—	$460K	0.8%
Fidelity Puritan K6	Mutual Funds	—	—	$444K	0.8%
Vanguard Value Index Admiral	Mutual Funds	—	—	$432K	0.7%
Loomis Sayles Small Cap Growth	Other securities	—	—	$400K	0.7%
Fidelity ADV Small Cap Value	Mutual Funds	—	—	$356K	0.6%
Vanguard Inflation Protected Secs Admiral	Mutual Funds	—	—	$304K	0.5%
Fidelity Freedom Index 2020	Mutual Funds	—	—	$273K	0.5%
Invesco International Small Mid Company	Mutual Funds	—	—	$259K	0.4%
John Hancock Disciplined Value Mid Cap R6	Other securities	—	—	$233K	0.4%
Prudential Short-Term Corporate Bond	Other securities	—	—	$232K	0.4%
Prudential High-Yield Q	Other securities	—	—	$189K	0.3%
Fidelity Freedom Index 2065 Fund	Mutual Funds	—	—	$132K	0.2%
Hartford International Opportunities Fund R6	Other securities	—	—	$116K	0.2%
PIMCO Commodity Real Ret Strat Instl	Mutual Funds	—	—	$79K	0.1%