Sewickley Academy's EIN is 25-0965558.
Download the official 2023 Form 5500 (PDF) for Sewickley Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Sewickley Academy's plan includes a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $8K | — |
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 TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $1.6M | 13.2% | |
| TIAA CREF Stock R1 | Mutual Funds | — | — | $1.4M | 11.7% | |
| TIAA CREF Growth R1 | Mutual Funds | — | — | $947K | 7.7% | |
| TIAA CREF S&P 500 Indx-Rtmt | Common Collective Trusts | — | — | $920K | 7.5% | |
| TIAA CREF TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $616K | 5.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $505K | 4.1% | |
| TIAA CREF Sm-Cap Bl Idx-Rtmt | Common Collective Trusts | — | — | $503K | 4.1% | |
| TIAA CREF Lfcycle Idx 2035-Rtmt | Common Collective Trusts | — | — | $464K | 3.8% | |
| TIAA CREF Intl Eq Idx-Rtmt | Common Collective Trusts | — | — | $437K | 3.5% | |
| TIAA CREF Global Equities R1 | Mutual Funds | — | — | $411K | 3.3% | |
| TIAA CREF TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $315K | 2.6% | |
| TIAA CREF Social Choice R1 | Mutual Funds | — | — | $300K | 2.4% | |
| TIAA CREF Lfcycle Idx 2040-Rtmt | Common Collective Trusts | — | — | $297K | 2.4% | |
| TIAA CREF Lfcycle Idx 2020-Rtmt | Common Collective Trusts | — | — | $289K | 2.3% | |
| TIAA CREF Core Bond R1 | Mutual Funds | — | — | $284K | 2.3% | |
| Principal MidCap Fund R5 | Other securities | — | — | $275K | 2.2% | |
| TIAA CREF Lfcycle Idx 2045-Rtmt | Common Collective Trusts | — | — | $259K | 2.1% | |
| TIAA CREF Equity Index R1 | Common Collective Trusts | — | — | $256K | 2.1% | |
| Hartford Dividend & Growth R5 | Other securities | — | — | $220K | 1.8% | |
| TIAA CREF Lfcycle Idx 2025-Rtmt | Common Collective Trusts | — | — | $214K | 1.7% | |
| Baird Short Term Bond Fund Inv | Other securities | — | — | $212K | 1.7% | |
| American Funds EuroPacific Growth Fund R4 | Mutual Funds | — | — | $172K | 1.4% | |
| PGIM Jennison Growth Z | Other securities | — | — | $161K | 1.3% | |
| Metropolitan West Tot Ret Bd M | Other securities | — | — | $145K | 1.2% | |
| TIAA CREF Lfcycle Idx 2050-Rtmt | Common Collective Trusts | — | — | $128K | 1.0% | |
| TIAA CREF Lfcycle Idx 2030-Rtmt | Common Collective Trusts | — | — | $102K | 0.8% | |
| TIAA CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $87K | 0.7% | |
| American Funds New World R4 | Mutual Funds | — | — | $77K | 0.6% | |
| AM Century Mid Cap Value Inv | Other securities | — | — | $76K | 0.6% | |
| TIAA CREF Real Est Secs-Rtmt | Mutual Funds | — | — | $75K | 0.6% | |
| Loomis Sayles Bond Inst | Other securities | — | — | $59K | 0.5% | |
| TIAA CREF Lifecycle 2040-Rtmt | Mutual Funds | — | — | $55K | 0.4% | |
| BlackRock Inflat Prot Bnd Inst | Other securities | — | — | $55K | 0.4% | |
| TIAA CREF Gr & ldc-Rtml | Mutual Funds | — | — | $47K | 0.4% | |
| TIAA CREF Lifecycle 2035-Rtmt | Mutual Funds | — | — | $42K | 0.3% | |
| TIAA CREF Lfcycle Idx Rtin-Rtmt | Common Collective Trusts | — | — | $39K | 0.3% | |
| TIAA CREF Money Market R1 | Mutual Funds | — | — | $27K | 0.2% | |
| TIAA CREF Lifecycle 2050-Rtmt | Mutual Funds | — | — | $26K | 0.2% | |
| TIAA CREF Lfcycle ldx 2015-Rtml | Mutual Funds | — | — | $26K | 0.2% | |
| TIAA CREF Lifecycle 2030-Rtmt | Mutual Funds | — | — | $23K | 0.2% | |
| TIAA CREF Eq Idx-Rtmt | Common Collective Trusts | — | — | $22K | 0.2% | |
| American Funds American Balanced Fund R4 | Mutual Funds | — | — | $12K | <0.1% | |
| TIAA CREF Lifecycle 2015-Rtmt | Mutual Funds | — | — | $11K | <0.1% | |
| TIAA CREF Lifecycle 2020-Rtmt | Mutual Funds | — | — | $11K | <0.1% | |
| TIAA CREF Lfcycle Idx 2060-Rtmt | Common Collective Trusts | — | — | $6K | <0.1% | |
| TIAA CREF Lifecycle 2045-Rtmt | Mutual Funds | — | — | $6K | <0.1% | |
| TIAA CREF Lifecycle 2025-Rtmt | Mutual Funds | — | — | $6K | <0.1% | |
| TIAA CREF Plan Loan Default Fund | Mutual Funds | — | — | $5K | <0.1% | |
| TIAA CREF Money Market-Rtmt | Mutual Funds | — | — | $3K | <0.1% | |
| TIAA CREF Lfcycle Idx 2055-Rtmt | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.