Malone University Human Resources' EIN is 34-0737794.
Download the official 2024 Form 5500 (PDF) for Malone University Human Resources from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Malone University Human Resources' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 Traditional Annuity Contract - Nonbenefit-Responsive | Mutual Funds | — | — | $8.8M | 22.3% | |
| Variable Annuity Accounts CREF Stock R2 6,983 Units | Mutual Funds | — | $7K | $6.4M | 16.2% | |
| CREF Growth R2 7,404 Units | Mutual Funds | — | $7K | $3.9M | 9.9% | |
| CREF Equity Index R2 3,911 Units | Common Collective Trusts | — | $4K | $2.0M | 5.1% | |
| CREF Global Equities R2 5,726 Units | Mutual Funds | — | $6K | $2.0M | 5.0% | |
| CREF Social Choice R2 4,865 Units | Mutual Funds | — | $5K | $1.8M | 4.5% | |
| TIAA Traditional Annuity Contract - Fully Benefit-Responsive | Mutual Funds | — | — | $1.5M | 3.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $3K | $1.3M | 3.3% | |
| CREF Bond Market R2 8,919 Units | Mutual Funds | — | $9K | $1.2M | 3.0% | |
| TIAA Access Lg-Cap Gr T4 4,896 Shares | Mutual Funds | — | $5K | $873K | 2.2% | |
| Vanguard Target Ret 2025 Inv 45,291 Shares | Mutual Funds | — | $45K | $846K | 2.2% | |
| TIAA Access Intl Equity T4 16,541 Shares | Mutual Funds | — | $17K | $616K | 1.6% | |
| TIAA Access Lg-Cap Val T4 7,919 Shares | Mutual Funds | — | $8K | $592K | 1.5% | |
| CREF Inflation-Linked Bond R2 6,175 Units | Mutual Funds | — | $6K | $521K | 1.3% | |
| Vanguard Target Ret 2035 Inv 20,387 Shares | Mutual Funds | — | $20K | $489K | 1.2% | |
| Vanguard Target Ret 2040 Inv 11,043 Shares | Mutual Funds | — | $11K | $477K | 1.2% | |
| Vanguard Target Ret 2030 Inv 10,158 Shares | Mutual Funds | — | $10K | $385K | 1.0% | |
| Vanguard 500 Idx Adm 644 Shares | Common Collective Trusts | — | — | $349K | 0.9% | |
| TIAA Access Lifecycle 2035 T4 5,118 Shares | Mutual Funds | — | $5K | $345K | 0.9% | |
| TIAA Access Mid-Cap Val T4 4,223 Shares | Mutual Funds | — | $4K | $314K | 0.8% | |
| Vanguard Target Ret 2045 Inv 10,243 Shares | Mutual Funds | — | $10K | $304K | 0.8% | |
| TIAA Access Sm-Cap Bl Idx T4 3,140 Shares | Common Collective Trusts | — | $3K | $250K | 0.6% | |
| TIAA Access Lifecycle 2045 T4 3,281 Shares | Mutual Funds | — | $3K | $242K | 0.6% | |
| TIAA Access Real Est Secs T4 4,587 Shares | Mutual Funds | — | $5K | $235K | 0.6% | |
| TIAA Access Lifecycle 2025 T4 3,776 Shares | Mutual Funds | — | $4K | $226K | 0.6% | |
| Vanguard Ttl Bd Mkt Idx Adm 23,755 Shares | Common Collective Trusts | — | $24K | $225K | 0.6% | |
| Vanguard Federal Money Mkt Inv 213,483 Shares | Mutual Funds | — | $213K | $213K | 0.5% | |
| CREF Money Market R2 7,069 Units | Mutual Funds | — | $7K | $210K | 0.5% | |
| TIAA Access Equity Index T4 1,600 Shares | Common Collective Trusts | — | $2K | $195K | 0.5% | |
| TIAA Access Quant Sml Cp Eq T4 2,182 Shares | Mutual Funds | — | $2K | $195K | 0.5% | |
| TIAA Access Lifecycle 2040 T4 2,565 Shares | Mutual Funds | — | $3K | $187K | 0.5% | |
| TIAA Access Lifecycle 2030 T4 2,624 Shares | Mutual Funds | — | $3K | $165K | 0.4% | |
| Vanguard Target Ret Income Inv 12,245 Shares | Mutual Funds | — | $12K | $160K | 0.4% | |
| TIAA Access Growth & Income T4 1,049 Shares | Mutual Funds | — | $1K | $153K | 0.4% | |
| Vanguard Target Ret 2050 Inv 3,026 Shares | Mutual Funds | — | $3K | $151K | 0.4% | |
| Vanguard Ttl Intl Stk Idx Adm 4,319 Shares | Common Collective Trusts | — | $4K | $137K | 0.3% | |
| Vanguard Mid-Cap Idx Adm 358 Shares | Common Collective Trusts | — | — | $117K | 0.3% | |
| Vanguard Target Ret 2060 Inv 2,100 Shares | Mutual Funds | — | $2K | $108K | 0.3% | |
| Vanguard Target Ret 2020 Inv 3,941 Shares | Mutual Funds | — | $4K | $104K | 0.3% | |
| Vanguard Target Ret 2055 Inv 1,857 Shares | Mutual Funds | — | $2K | $103K | 0.3% | |
| TIAA Access Lifecycle 2050 T4 1,362 Shares | Mutual Funds | — | $1K | $101K | 0.3% | |
| American EuroPac Growth R6 1,697 Shares | Other securities | — | $2K | $91K | 0.2% | |
| MFS Mid Cap Value Class R6 2,810 Shares | Mutual Funds | — | $3K | $89K | 0.2% | |
| TIAA Access Mid-Cap Gr T4 1,011 Shares | Mutual Funds | — | $1K | $88K | 0.2% | |
| Harbor Capital Appreciation Rt 711 Shares | Other securities | — | — | $81K | 0.2% | |
| TIAA Access Social Ch Eq T4 667 Shares | Mutual Funds | — | — | $74K | 0.2% | |
| Vanguard Small-Cap Idx Adm 492 Shares | Common Collective Trusts | — | — | $57K | 0.1% | |
| MFS Value Fund Class R6 1,066 Shares | Mutual Funds | — | $1K | $52K | 0.1% | |
| Principal Small Cap Grwth I R6 2,627 Shares | Other securities | — | $3K | $39K | <0.1% | |
| MFS New Discovery Value Fd R6 2,137 Shares | Mutual Funds | — | $2K | $39K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
