Walsh University, Inc.'s EIN is 34-0868798.
Download the official 2023 Form 5500 (PDF) for Walsh University, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Walsh University, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA- TEACHERS INS & ANNUITY ASSN | 13-1624203 | — | ADVISOR | $106K | — |
| CLEARSTEAD ADVISORS, LLC | 34-1597728 | — | ADVISOR | $20K | — |
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 | — | — | $11.7M | 20.7% | |
| CREF Stock R2 8,207 Units | Mutual Funds | — | $8K | $7.1M | 12.6% | |
| Vanguard 500 Index Admiral 9,868 Shares | Common Collective Trusts | — | $10K | $5.0M | 8.8% | |
| CREF Growth R2 7,069 Units | Mutual Funds | — | $7K | $3.4M | 6.1% | |
| CREF Global Equities R2 8,009 Units | Mutual Funds | — | $8K | $2.6M | 4.6% | |
| CREF Equity Index R2 5,222 Units | Common Collective Trusts | — | $5K | $2.5M | 4.3% | |
| CREF Social Choice R2 6,077 Units | Mutual Funds | — | $6K | $2.2M | 3.8% | |
| TIAA Stable Value Contract - Fully Benefit-Responsive | Stable Value | — | — | $1.7M | 2.9% | |
| Variable Annuity Accounts CREF Bond Market R2 11,513 Units | Mutual Funds | — | $12K | $1.5M | 2.7% | |
| TIAA Traditional Annuity Contract TIAA Traditional Annuity Contract - Fully Benefit-Responsive | Mutual Funds | — | — | $1.4M | 2.4% | |
| Harbor Capital Appreciation Rt 10,602 Shares | Other securities | — | $11K | $1.2M | 2.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $3K | $1.2M | 2.1% | |
| Vanguard Extended Mkt Index Admiral 8,778 Shares | Mutual Funds | — | $9K | $1.1M | 2.0% | |
| PGIM Total Return Bond R6 69,544 Shares | Other securities | — | $70K | $823K | 1.5% | |
| Vanguard FTSE World Index Admiral 20,881 Shares | Mutual Funds | — | $21K | $760K | 1.3% | |
| TIAA Access International Equity T4 19,241 Units | Mutual Funds | — | $19K | $749K | 1.3% | |
| TIAA-CREF Lifecycle 2030-Inst 71,743 Shares | Mutual Funds | — | $72K | $747K | 1.3% | |
| Dodge & Cox Stock Fund 2,685 Shares | Mutual Funds | — | $3K | $690K | 1.2% | |
| CREF Inflation-Linked Bond R2 7,847 Units | Mutual Funds | — | $8K | $650K | 1.1% | |
| TIAA-CREF Lifecycle 2050-Inst 43,398 Shares | Mutual Funds | — | $43K | $634K | 1.1% | |
| Vanguard Ttl Bd Mkt Index Admiral 59,846 Shares | Mutual Funds | — | $60K | $567K | 1.0% | |
| TIAA-CREF Lifecycle 2040-Inst 49,216 Shares | Mutual Funds | — | $49K | $546K | 1.0% | |
| CREF Money Market R2 18,133 Units | Mutual Funds | — | $18K | $525K | 0.9% | |
| TIAA Access Lifecycle 2050 T4 7,200 Units | Mutual Funds | — | $7K | $517K | 0.9% | |
| TIAA-CREF Lifecycle 2045-Inst 33,982 Shares | Mutual Funds | — | $34K | $481K | 0.8% | |
| TIAA Access Lg-Cap Val T4 6,728 Units | Mutual Funds | — | $7K | $480K | 0.8% | |
| Brookfield Global Lstd Rl Et I 42,745 Shares | Mutual Funds | — | $43K | $454K | 0.8% | |
| TIAA-CREF Lifecycle 2035-Inst 36,146 Shares | Mutual Funds | — | $36K | $391K | 0.7% | |
| TIAA Access Mid-Cap Val T4 5,382 Units | Mutual Funds | — | $5K | $378K | 0.7% | |
| DFA Emerging Markets I 12,645 Shares | Mutual Funds | — | $13K | $372K | 0.7% | |
| TIAA-CREF Lifecycle 2055-Inst 20,847 Shares | Mutual Funds | — | $21K | $361K | 0.6% | |
| TIAA Access Lifecycle 2045 T4 4,528 Units | Mutual Funds | — | $5K | $324K | 0.6% | |
| TIAA-CREF Lifecycle 2025-Inst 30,308 Shares | Mutual Funds | — | $30K | $306K | 0.5% | |
| InvescOppenheimerInterGrowthR6 8,300 Shares | Mutual Funds | — | $8K | $304K | 0.5% | |
| TIAA Access Quant Sml Cp Eq T4 3,593 Units | Mutual Funds | — | $4K | $295K | 0.5% | |
| TIAA-CREF Lifecycle 2020-Inst 23,780 Shares | Mutual Funds | — | $24K | $228K | 0.4% | |
| TIAA Access Real Est Secs T4 4,744 Units | Mutual Funds | — | $5K | $225K | 0.4% | |
| TIAA-CREF Lifecycle 2060-Inst 14,850 Shares | Mutual Funds | — | $15K | $223K | 0.4% | |
| Transamerica International Eq R6 10,472 Shares | Other securities | — | $10K | $221K | 0.4% | |
| TIAA Access Lifecycle 2040 T4 3,053 Units | Mutual Funds | — | $3K | $216K | 0.4% | |
| Loomis Sayles Sm-CP Grw Inst 6,753 Shares | Other securities | — | $7K | $188K | 0.3% | |
| TIAA Access Sm-Cap Bl Idx T4 2,561 Units | Common Collective Trusts | — | $3K | $187K | 0.3% | |
| TIAA Access Lifecycle 2025 T4 2,864 Units | Mutual Funds | — | $3K | $167K | 0.3% | |
| TIAA Access Social Ch Eq T4 1,461 Units | Mutual Funds | — | $1K | $155K | 0.3% | |
| TIAA Access Lifecycle 2030 T4 1,977 Units | Mutual Funds | — | $2K | $121K | 0.2% | |
| TIAA Access Growth & Income T4 883 Units | Mutual Funds | — | — | $120K | 0.2% | |
| TIAA Access Mid-Cap Gr T4 1,254 Units | Mutual Funds | — | $1K | $103K | 0.2% | |
| TIAA Access Lifecycle 2035 T4 1,440 Units | Mutual Funds | — | $1K | $94K | 0.2% | |
| Goldman Sachs Sm-Cp Val Inst R6 1,488 Shares | Other securities | — | $1K | $87K | 0.2% | |
| TIAA Access Lg-Cap Gr T4 416 Units | Mutual Funds | — | — | $69K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
