Kendra Smith signed University of Cincinnati Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University of Cincinnati Foundation's EIN is 31-0896555.
Download the official 2024 Form 5500 (PDF) for University of Cincinnati Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University of Cincinnati Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, 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 | $70K | — |
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 | |||||
|---|---|---|---|---|---|---|
| College Retirement Equities Fund Variable Annuities** TIAA Traditional Annuity | Mutual Funds | — | — | $7.2M | 13.8% | |
| College Retirement Equities Fund Variable Annuities** CREF Stock Account | Mutual Funds | — | — | $6.7M | 12.7% | |
| Nuveen Lifecycle 2040 R6 | Mutual Funds | — | — | $4.2M | 8.1% | |
| Nuveen Lifecycle 2050 R6 | Mutual Funds | — | — | $2.6M | 5.1% | |
| Nuveen Large Cap Val Idx R6 | Common Collective Trusts | — | — | $2.6M | 4.9% | |
| CREF Growth R1 | Mutual Funds | — | — | $2.5M | 4.7% | |
| Nuveen Lifecycle 2055 R6 | Mutual Funds | — | — | $2.0M | 3.8% | |
| College Retirement Equities Fund Variable Annuities** Nuveen International Eq Idx R6 | Common Collective Trusts | — | — | $1.8M | 3.5% | |
| Vanguard Total World Stock Index Fund Investor Sha | Common Collective Trusts | — | — | $1.8M | 3.5% | |
| Nuveen Lifecycle 2030 R6 | Mutual Funds | — | — | $1.6M | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.5M | 2.8% | |
| Nuveen Lifecycle 2035 R6 | Mutual Funds | — | — | $1.5M | 2.8% | |
| CREF Global Equities R1 | Mutual Funds | — | — | $1.5M | 2.8% | |
| Nuveen Lifecycle 2045 R6 | Mutual Funds | — | — | $1.4M | 2.7% | |
| CREF Equity Index R1 | Common Collective Trusts | — | — | $1.4M | 2.6% | |
| Nuveen Lifecycle 2025 R6 | Mutual Funds | — | — | $1.4M | 2.6% | |
| CREF Growth R4 | Mutual Funds | — | — | $1.1M | 2.1% | |
| Victory Sycamore Established Value I | Other securities | — | — | $1.1M | 2.1% | |
| Nuveen small Cap Bld Idx R6 | Common Collective Trusts | — | — | $1.1M | 2.0% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $1.0M | 1.9% | |
| CREF Equity Index R4 | Common Collective Trusts | — | — | $914K | 1.7% | |
| TIAA Stable Value | Stable Value | — | — | $670K | 1.3% | |
| Vanguard Emerging Markets Stock Index Fund Admiral | Common Collective Trusts | — | — | $655K | 1.3% | |
| Nuveen Lifecycle 2020 R6 | Mutual Funds | — | — | $618K | 1.2% | |
| CREF Social Choice R1 | Mutual Funds | — | — | $539K | 1.0% | |
| Nuveen Lifecycle 2060 R6 | Mutual Funds | — | — | $511K | 1.0% | |
| CREF Social Choice R4 | Mutual Funds | — | — | $445K | 0.9% | |
| CREF Core Bond R4 | Mutual Funds | — | — | $436K | 0.8% | |
| CREF Inflation-Linked Bond R4 | Mutual Funds | — | — | $396K | 0.8% | |
| Cohen & Steers Real Estate Securities Z | Other securities | — | — | $319K | 0.6% | |
| CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $302K | 0.6% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $261K | 0.5% | |
| Nuveen Lifecycle 2010 R6 | Mutual Funds | — | — | $251K | 0.5% | |
| CREF Money Market R1 | Mutual Funds | — | — | $178K | 0.3% | |
| Nuveen Lifecycle 2065 R6 | Mutual Funds | — | — | $15K | <0.1% | |
| Nuveen Lifecycle 2015 R6 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
