David Davenport signed Battelle Memorial Institute's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Battelle Memorial Institute's EIN is 31-4379427.
Download the official 2023 Form 5500 (PDF) for Battelle Memorial Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Battelle Memorial Institute's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $695K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $623K | — |
| Name | EIN | Location |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| VFTC INST 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $549.5M | 17.8% | |
| Battelle Stable Value Fund Guaranteed Investment Contract N/A | Stable Value | — | — | $377.3M | 12.2% | |
| VFTC INST EXTENDED MARKET INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $258.8M | 8.4% | |
| VFTC INST TOT STOCK MRKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $245.6M | 8.0% | |
| Vanguard U.S. Growth Fund Admiral Shares Mutual Fund N/A | Mutual Funds | — | — | $221.6M | 7.2% | |
| VFTC INST TOTAL BOND MRKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $192.3M | 6.2% | |
| Vanguard Institutional Total International Stock Market Index Trust Common Collective Trust N/A | Common Collective Trusts | — | — | $134.4M | 4.4% | |
| VFTC INST TOT INT ST MRKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $134.4M | 4.4% | |
| Vanguard Windsor II Fund Admiral Shares Mutual Fund N/A | Mutual Funds | — | — | $122.4M | 4.0% | |
| VANGUARD TARGET RET 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $117.5M | 3.8% | |
| VANGUARD TARGET RET 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $111.7M | 3.6% | |
| VANGUARD TARGET RET 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $106.8M | 3.5% | |
| VANGUARD TARGET RET 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $103.5M | 3.4% | |
| VANGUARD TARGET RET 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $88.9M | 2.9% | |
| VANGUARD TARGET RET 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $86.1M | 2.8% | |
| VANGUARD TARGET RET 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $56.3M | 1.8% | |
| VANGUARD TARGET RET 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $42.3M | 1.4% | |
| VANGUARD TARGET RET 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $34.3M | 1.1% | |
| VANGUARD TARGET RET INCOME TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $32.8M | 1.1% | |
| Self-Directed Brokerage Account Self-Directed Brokerage Account N/A | Self-Directed Brokerage | — | — | $31.1M | 1.0% | |
| METWEST TOTAL RETURN BOND FUND CL D SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $30.5M | 1.0% | |
| LAZARD ACW EX-US EQ ADVANTAGE CIT GREAT GRAY TRUST COMPANY, LLC · EIN 26-3783871 / PN 938 | Common Collective Trust | — | — | $28.4M | 0.9% | |
| RELIANCE TRUST INSTL RET TRUST ELEV RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | — | — | $28.3M | 0.9% | |
| GQG Partners International Equity CIT Class C Common Collective Trust N/A | Common Collective Trusts | — | — | $28.3M | 0.9% | |
| BLACK CREEK MASTER COLL INV TRUST SEI TRUST COMPANY · EIN 82-3333269 / PN 110 | Common Collective Trust | — | — | $27.7M | 0.9% | |
| Nuveen NWQ Small/Mid Cap Value Fund; Class R6 Mutual Fund N/A | Mutual Funds | — | — | $19.4M | 0.6% | |
| Varying maturity dates and interest rates * Participant loans ranging from 4.25% to 9.5%) N/A | Bonds / Notes | — | — | $13.8M | 0.4% | |
| VANGUARD TARGET RET 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $11.4M | 0.4% | |
| WELLINGTON BAL REAL ASST PORT WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 132 | Common Collective Trust | — | — | $10.8M | 0.4% | |
| VANGUARD TARGET RET 2070 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $1.5M | <0.1% | |
| Vanguard Federal Money Market Mutual Fund N/A | Mutual Funds | — | — | $606K | <0.1% | |
| Vanguard Target Retirement Income and Growth Trust I Common Collective Trust N/A | Common Collective Trusts | — | — | $578K | <0.1% | |
| VANGUARD TARG RET INC AND GROW TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6418227 / PN 001 | Common Collective Trust | — | — | $578K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| WILLIS TOWERS WATSON LLC | 52-1868818 | — | NONE | $126K | — |
| BRICKER GRAYDON LLP | 31-4359739 | — | NONE | $109K | — |
| BATTELLE MEMORIAL INSTITUTE | 31-4379427 | — | NONE | $87K | — |
| WILLIS TOWERS WATSON LLC | 53-0181291 | — | NONE | $70K | — |
| MEADEN & MOORE | 34-1818258 | — | NONE | $50K | — |
| GROOM LAW GROUP | 52-1219029 | — | NONE | $31K | — |
| QDRO CONSULTANTS | 34-1820650 | — | NONE | $6K | — |
