James E. Ryan signed Case Western Reserve University's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Case Western Reserve University's EIN is 34-1018992.
Download the official 2023 Form 5500 (PDF) for Case Western Reserve University from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Case Western Reserve University's plan includes 403(b) custodial accounts, a default investment (QDIA), ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP INC. | 23-1945930 | NY, NY | NONE | $67K | — |
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | NEW YORK, NY | NONE | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $223.5M | 89.3% | |
| [Assets held in pooled separate account] | Other | — | — | $2.8M | 1.1% | |
| TIAA REAL ESTATE FUND TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.8M | 1.1% | |
| [Assets held in participant loans] | Other | — | — | $573K | 0.2% |
