Lorien Beishline signed Bucknell University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bucknell University's EIN is 24-0772407.
Download the official 2024 Form 5500 (PDF) for Bucknell University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bucknell University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, 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 | $289K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $220 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fixed Accounts * TIAA Traditional Annuity Account Group Retirement Annuity | Mutual Funds | — | — | $119.6M | 17.8% | |
| Similar Party Description of Investment Value ** Value Subaccounts of Variable Annuities * CREF Stock Fund | Mutual Funds | — | — | $72.3M | 10.7% | |
| Vanguard Inst Idx Inst | Common Collective Trusts | — | — | $62.0M | 9.2% | |
| Vanguard Ttl Intl Stk Idx Inst | Common Collective Trusts | — | — | $40.0M | 6.0% | |
| Registered Investment Companies Vanguard Extended Mkt Idx Inst | Common Collective Trusts | — | — | $31.4M | 4.7% | |
| CREF Social Choice Fund | Mutual Funds | — | — | $28.3M | 4.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $25.0M | 3.7% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $23.2M | 3.5% | |
| T. Rowe Price T. Rowe Price Rtmt I 2040 I | Other securities | — | — | $22.8M | 3.4% | |
| CREF Growth Fund | Mutual Funds | — | — | $22.6M | 3.4% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $22.4M | 3.3% | |
| TIAA Traditional Annuity Account Group Supplemental Retirement Annuity | Mutual Funds | — | — | $22.3M | 3.3% | |
| Vanguard Ttl Bd Mkt Idx Inst | Common Collective Trusts | — | — | $20.6M | 3.1% | |
| T. Rowe Price T. Rowe Price Rtmt I 2045 I | Other securities | — | — | $18.2M | 2.7% | |
| T. Rowe Price T. Rowe Price Rtmt I 2035 I | Other securities | — | — | $16.6M | 2.5% | |
| T. Rowe Price T. Rowe Price Rtmt I 2030 I | Other securities | — | — | $14.4M | 2.1% | |
| CREF Global Equities Fund | Mutual Funds | — | — | $11.8M | 1.8% | |
| T. Rowe Price T. Rowe Price Rtmt I 2050 I | Other securities | — | — | $10.8M | 1.6% | |
| Vanguard Infl Protect Sec Inst | Mutual Funds | — | — | $9.6M | 1.4% | |
| The Hartford Group The Hartford Internatnl Opp R6 | Common Stocks | — | — | $8.8M | 1.3% | |
| CREF Equity Index Fund | Common Collective Trusts | — | — | $8.6M | 1.3% | |
| Eaton Vance Eaton Vance Atl Cap SMID Ca R6 | Other securities | — | — | $7.8M | 1.2% | |
| Diamond Hill Diamond Hill SM/Mid Cap Y | Other securities | — | — | $7.7M | 1.1% | |
| Invesco Developing Markets R6 | Mutual Funds | — | — | $7.2M | 1.1% | |
| T. Rowe Price T. Rowe Price Rtmt I 2055 I | Other securities | — | — | $7.0M | 1.0% | |
| T. Rowe Price T. Rowe Price Rtmt I 2025 I | Other securities | — | — | $6.3M | 0.9% | |
| Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $6.3M | 0.9% | |
| Metropolitan West Metropolitan W Tot Ret Bd Pln | Other securities | — | — | $5.6M | 0.8% | |
| T. Rowe Price T. Rowe Price Rtmt I 2020 I | Other securities | — | — | $2.1M | 0.3% | |
| CREF Bond Market Fund | Mutual Funds | — | — | $2.1M | 0.3% | |
| CREF Inflation Linked Bond | Mutual Funds | — | — | $1.7M | 0.3% | |
| CREF Money Market | Mutual Funds | — | — | $1.5M | 0.2% | |
| T. Rowe Price T. Rowe Price Rtmt I 2015 I | Other securities | — | — | $1.1M | 0.2% | |
| Similar Party Description of Investment Value ** Value Registered Investment Companies (Continued) * Fidelity Magellan Fund | Mutual Funds | — | — | $1.0M | 0.2% | |
| T. Rowe Price T. Rowe Price Rtmt I 2060 I | Other securities | — | — | $799K | 0.1% | |
| Participant Loans Interest Rates Range from 4.25% to 9.50% | Bonds / Notes | — | — | $776K | 0.1% | |
| T. Rowe Price T. Rowe Price Rtmt I 2065 I | Other securities | — | — | $413K | <0.1% | |
| T. Rowe Price T. Rowe Price Rtmt I 2005 I | Other securities | — | — | $246K | <0.1% | |
| Fidelity Overseas Fund | Mutual Funds | — | — | $241K | <0.1% | |
| T. Rowe Price T. Rowe Price Rtmt I 2010 I | Other securities | — | — | $191K | <0.1% | |
| Fidelity Contrafund | Mutual Funds | — | — | $145K | <0.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $115K | <0.1% | |
| Fidelity Growth & Income | Mutual Funds | — | — | $87K | <0.1% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $73K | <0.1% | |
| Fidelity OTC Portfolio | Mutual Funds | — | — | $57K | <0.1% | |
| Fidelity Select Materials Portfolio | Mutual Funds | — | — | $50K | <0.1% | |
| Fidelity Mutli-Asset Index Fund | Common Collective Trusts | — | — | $46K | <0.1% | |
| Fidelity Europe Fund | Mutual Funds | — | — | $31K | <0.1% | |
| Fidelity Select Health Care Portfolio | Mutual Funds | — | — | $29K | <0.1% | |
| Fidelity Growth Company Fund | Mutual Funds | — | — | $27K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $101K |
| — |
