David Mauger signed Butler University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Butler University's EIN is 35-0867977.
Download the official 2024 Form 5500 (PDF) for Butler University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Butler University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 - TEACHERS INS & ANNUITY ASSOC | 13-1624203 | — | CUSTODIAN | $195K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $50 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PLANPILOT, LLC |
| 45-4168388 |
| — |
| TPA |
| $37K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | AUDITOR | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC | 13-3745616 | — | ADMINISTRATOR | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Account TIAA Traditional Nonbenefit-Responsive Account 5.25% | Mutual Funds | — | — | $63.4M | 17.0% | |
| Variable Annuity Accounts *CREF Stock Fund 58,728 units | Mutual Funds | — | $59K | $53.5M | 14.3% | |
| CREF Core Bond R4 27,645 units | Mutual Funds | — | $28K | $25.4M | 6.8% | |
| Vanguard Total Stock Market Index Fund 161,435 shares | Common Collective Trusts | — | $161K | $22.8M | 6.1% | |
| TIAA-CREF Lifecycle 2040-Retirement Fund 698,774 shares | Mutual Funds | — | $699K | $20.5M | 5.5% | |
| CREF Equity Index Fund 29,597 units | Common Collective Trusts | — | $30K | $15.2M | 4.1% | |
| American Funds EuroPacific Growth Fund 275,985 shares | Mutual Funds | — | $276K | $14.8M | 4.0% | |
| TIAA-CREF Lifecycle 2045-Retirement Fund 407,924 shares | Mutual Funds | — | $408K | $12.6M | 3.4% | |
| TIAA-CREF Lifecycle 2035-Retirement Fund 398,671 shares | Mutual Funds | — | $399K | $10.7M | 2.9% | |
| TIAA-CREF Lifecycle 2030-Retirement Fund 397,474 shares | Mutual Funds | — | $397K | $9.6M | 2.6% | |
| CREF Growth Fund 17,314 units | Mutual Funds | — | $17K | $9.1M | 2.4% | |
| Vanguard Institutional Index I 18,690 shares | Mutual Funds | — | $19K | $9.0M | 2.4% | |
| TIAA-CREF Lifecycle 2050-Retirement Fund 278,417 shares | Mutual Funds | — | $278K | $8.8M | 2.3% | |
| Vanguard S&P Mid-Cap 400 Index Fund Institutional Shares 20,123 shares | Common Collective Trusts | — | $20K | $8.5M | 2.3% | |
| Vanguard S&P Small-Cap 600 Index Fund Institutional Shares 19,812 shares | Common Collective Trusts | — | $20K | $8.5M | 2.3% | |
| CREF Social Choice Fund 22,631 units | Mutual Funds | — | $23K | $8.3M | 2.2% | |
| CREF Social Choice Fund R4 17,711 units | Mutual Funds | — | $18K | $6.6M | 1.8% | |
| TIAA-CREF Lifecycle 2025-Retirement Fund 293,195 shares | Mutual Funds | — | $293K | $6.3M | 1.7% | |
| TIAA REAL ESTATE TIAA CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $13K | $5.8M | 1.5% | |
| TIAA Traditional Annuity Account TIAA Traditional Benefit-Responsive Accent 5.50% | Mutual Funds | — | — | $5.6M | 1.5% | |
| CREF Stock Fund R4 40,435 units | Mutual Funds | — | $40K | $5.5M | 1.5% | |
| TIAA-CREF Lifecycle 2055-Retirement Fund 192,028 shares | Mutual Funds | — | $192K | $4.9M | 1.3% | |
| CREF Core Bond 29,555 units | Mutual Funds | — | $30K | $4.0M | 1.1% | |
| CREF Global Equities Fund 9,696 units | Mutual Funds | — | $10K | $3.4M | 0.9% | |
| PGIM High Yield Fund 659,614 shares | Other securities | — | $660K | $3.1M | 0.8% | |
| TIAA-CREF Lifecycle 2020-Retirement Fund 163,776 shares | Mutual Funds | — | $164K | $3.1M | 0.8% | |
| Principal Real Estate Securities Fund 109,134 shares | Other securities | — | $109K | $3.1M | 0.8% | |
| CREF Money Market Fund 100,288 units | Mutual Funds | — | $100K | $3.0M | 0.8% | |
| Vanguard Emerging Markets Stock Index Fund 77,174 shares | Common Collective Trusts | — | $77K | $2.8M | 0.8% | |
| TIAA Stable Value Account 2.82% | Stable Value | — | — | $2.4M | 0.7% | |
| Vanguard Inflation-Protected Securities Fund 97,445 shares | Mutual Funds | — | $97K | $2.2M | 0.6% | |
| CREF Inflation-Linked Bond Fund 25,527 units | Mutual Funds | — | $26K | $2.2M | 0.6% | |
| Lord Abbett Short Duration Income Fund 454,178 shares | Mutual Funds | — | $454K | $1.8M | 0.5% | |
| TIAA-CREF Money Market Premium Fund 1,712,757 shares | Mutual Funds | — | $1.7M | $1.7M | 0.5% | |
| PIMCO International Bond Fund 157,723 shares | Mutual Funds | — | $158K | $1.6M | 0.4% | |
| TIAA-CREF Lifecycle 2060-Retirement Fund 64,742 shares | Mutual Funds | — | $65K | $1.3M | 0.3% | |
| Participant Loans January 2025 to February 2031 | Participant loans | — | — | $707K | 0.2% | |
| TIAA-CREF Lifecycle 2015-Retirement Fund 39,813 shares | Mutual Funds | — | $40K | $677K | 0.2% | |
| Lincoln Financial Group Pooled Separate Accounts LVIP Dimensional U.S. Core Equity 1 Fund 7,533 units | Pooled Separate Accounts | — | $8K | $435K | 0.1% | |
| Pension Fund of the Christian Church Commingled Trust Fund various | Common Collective Trusts | — | — | $289K | <0.1% | |
| s *TIAA-CREF Lifecycle 2010-Retirement Fund 14,957 shares | Mutual Funds | — | $15K | $243K | <0.1% | |
| TIAA-CREF Lifecycle 2065-Retirement Fund 14,511 shares | Mutual Funds | — | $15K | $206K | <0.1% | |
| Lincoln Fixed Account 3.46% | Bonds / Notes | — | — | $78K | <0.1% | |
| LVIP Delaware Mid Cap Value Fund 446 units | Other securities | — | — | $28K | <0.1% | |
| LVIP T. Rowe Price Structured Mid-Cap Growth Fund 2,125 units | Other securities | — | $2K | $19K | <0.1% | |
| LVIP Delaware Social Awareness Fund 547 units | Other securities | — | — | $19K | <0.1% | |
| LVIP BlackRock Dividend Value Fund 1,642 units | Other securities | — | $2K | $12K | <0.1% | |
| Fidelity VIP II Contrafund 1,278 units | Mutual Funds | — | $1K | $10K | <0.1% | |
| LVIP Blended Large Cap Growth Managed Volatility Fund 1,014 units | Other securities | — | $1K | $10K | <0.1% | |
| LVIP Delaware Wealth Builder Fund 1,197 units | Other securities | — | $1K | $9K | <0.1% |
