Jennifer Millar signed St. Mary's College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St. Mary's College's EIN is 35-0868158.
Download the official 2024 Form 5500 (PDF) for St. Mary's College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)St. Mary's College'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 | 13-1624203 | — | NONE | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT, LLC | 45-4168388 | — | NONE | $33K | — |
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 – Individual fixed annuity contracts (non fully-benefit responsive) | Mutual Funds | — | — | $40.8M | 28.4% | |
| CREF Stock Account | Mutual Funds | — | — | $22.8M | 15.9% | |
| CREF Global Equities Account | Mutual Funds | — | — | $7.8M | 5.5% | |
| Traditional Investment Contracts * TIAA Traditional Annuity – Individual fixed annuity contracts (fully-benefit responsive) | Mutual Funds | — | — | $7.7M | 5.4% | |
| CREF Social Choice Account | Mutual Funds | — | — | $6.6M | 4.6% | |
| Nuveen Lifecycle 2045 Account | Mutual Funds | — | — | $4.9M | 3.4% | |
| s (cont.) Vanguard 500 Index Fund | Mutual Funds | — | — | $4.4M | 3.1% | |
| CREF Growth Account | Mutual Funds | — | — | $4.1M | 2.9% | |
| Nuveen Lifecycle 2025 Account | Mutual Funds | — | — | $4.1M | 2.9% | |
| Nuveen Lifecycle 2020 Account | Mutual Funds | — | — | $4.0M | 2.8% | |
| Nuveen Lifecycle 2030 Account | Mutual Funds | — | — | $3.7M | 2.6% | |
| Nuveen Lifecycle 2040 Account | Mutual Funds | — | — | $3.4M | 2.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.2M | 2.2% | |
| Nuveen Lifecycle 2035 Account | Mutual Funds | — | — | $2.8M | 2.0% | |
| Nuveen Lifecycle 2050 Account | Mutual Funds | — | — | $2.4M | 1.7% | |
| Variable Annuity Accounts * CREF Core Bond Account | Mutual Funds | — | — | $2.0M | 1.4% | |
| Vanguard Total Stock Market Index | Common Collective Trusts | — | — | $1.8M | 1.3% | |
| TIAA Stable Value SA | Stable Value | — | — | $1.8M | 1.3% | |
| CREF Equity Index Account | Common Collective Trusts | — | — | $1.7M | 1.2% | |
| Nuveen Lifecycle 2015 Account | Mutual Funds | — | — | $1.5M | 1.0% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $1.3M | 0.9% | |
| CREF Money Market Account | Mutual Funds | — | — | $1.3M | 0.9% | |
| CREF Inflation-Linked Bond Account | Mutual Funds | — | — | $1.1M | 0.8% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $1.0M | 0.7% | |
| American EuroPacific Growth Fund | Mutual Funds | — | — | $939K | 0.7% | |
| Nuveen Lifecycle 2055 Account | Mutual Funds | — | — | $914K | 0.6% | |
| Nuveen Lifecycle 2010 Account | Mutual Funds | — | — | $907K | 0.6% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $777K | 0.5% | |
| Baird Aggregate Bond Fund | Other securities | — | — | $762K | 0.5% | |
| Principal Real Estate Real Estate Securities Fund | Other securities | — | — | $560K | 0.4% | |
| Parnassus Core Equity | Other securities | — | — | $503K | 0.3% | |
| Vanguard Inflation Protected Securities Fund | Mutual Funds | — | — | $472K | 0.3% | |
| Nuveen Lifecycle 2060 Account | Mutual Funds | — | — | $440K | 0.3% | |
| DFA US Small Cap Fund | Mutual Funds | — | — | $431K | 0.3% | |
| Pimco Intl Bond Fund (US Dollar-Hedged) | Mutual Funds | — | — | $219K | 0.2% | |
| through October 2029. | Other securities | — | — | $154K | 0.1% | |
| Nuveen Core Impact Bond Fund | U.S. Treasuries | — | — | $102K | <0.1% | |
| Nuveen Lifecycle 2065 Account | Mutual Funds | — | — | $102K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
