Wabash College's EIN is 35-0868202.
Download the official 2024 Form 5500 (PDF) for Wabash College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wabash 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 | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLAN PILOT, LLC | 45-4168388 | — | NONE | $42K | — |
| FORVIS LLP | 44-0160260 | — | NONE | $24K | — |
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 Account TIAA Traditional Nonbenefit Responsive Various | Mutual Funds | — | — | $20.3M | 17.0% | |
| CREF Variable Annuity Accounts *CREF Stock Account 17,848 units | Mutual Funds | — | $18K | $16.3M | 13.6% | |
| Vanguard Institutional Index Fund 28,702 shares | Common Collective Trusts | — | $29K | $13.7M | 11.5% | |
| CREF Global Equities Account 20,043 units | Mutual Funds | — | $20K | $6.9M | 5.8% | |
| TIAA Traditional Annuity Account TIAA Traditional Benefit Responsive Various | Mutual Funds | — | — | $5.6M | 4.7% | |
| American Funds New Perspective Fund 79,700 shares | Mutual Funds | — | $80K | $5.0M | 4.2% | |
| CREF Growth Account R2 7,767 units | Mutual Funds | — | $8K | $4.1M | 3.4% | |
| JPMorgan Disciplined Equity Selection Fund 93,650 shares | Other securities | — | $94K | $4.1M | 3.4% | |
| CREF Social Choice Account 10,825 units | Mutual Funds | — | $11K | $4.0M | 3.3% | |
| American Funds American Balanced Fund 104,044 shares | Mutual Funds | — | $104K | $3.6M | 3.0% | |
| CREF Equity Index Account 6,943 units | Common Collective Trusts | — | $7K | $3.6M | 3.0% | |
| CREF Growth Account R4 6,600 units | Mutual Funds | — | $7K | $3.5M | 2.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $8K | $3.5M | 2.9% | |
| Vanguard Developed Markets Index 225,960 shares | Mutual Funds | — | $226K | $3.5M | 2.9% | |
| Dodge & Cox Stock Fund 13,182 shares | Mutual Funds | — | $13K | $3.4M | 2.8% | |
| Vanguard Small-Cap Index Fund 24,442 shares | Common Collective Trusts | — | $24K | $2.8M | 2.4% | |
| CREF Bond Market Account R2 17,228 units | Mutual Funds | — | $17K | $2.3M | 1.9% | |
| American Funds EuroPacific Growth Fund 36,980 shares | Mutual Funds | — | $37K | $2.0M | 1.7% | |
| CREF Bond Market Account R4 10,889 units | Mutual Funds | — | $11K | $1.5M | 1.2% | |
| CREF Inflation-Linked Bond Account 16,154 units | Mutual Funds | — | $16K | $1.4M | 1.1% | |
| Vanguard REIT Index Fund 10,376 shares | Common Collective Trusts | — | $10K | $1.3M | 1.1% | |
| CREF Money Market Account 43,257 units | Mutual Funds | — | $43K | $1.3M | 1.1% | |
| Vanguard Mid-Cap Index Fund 3,346 shares | Common Collective Trusts | — | $3K | $1.1M | 0.9% | |
| Vanguard Inflation Protected Securities Fund 42,826 shares | Mutual Funds | — | $43K | $964K | 0.8% | |
| ClearBridge Small Cap Growth Fund 19,736 shares | Mutual Funds | — | $20K | $783K | 0.7% | |
| Vanguard Emerging Markets Index 17,624 shares | Mutual Funds | — | $18K | $648K | 0.5% | |
| Vanguard Federal Money Market Investment 612,127 shares | Mutual Funds | — | $612K | $612K | 0.5% | |
| Prudential High Yield Fund 121,954 shares | Other securities | — | $122K | $583K | 0.5% | |
| Delaware Small Cap Value Institutional Fund 5,050 shares | Other securities | — | $5K | $353K | 0.3% | |
| Group Annuity Contract *TIAA Stable Value 2.85% | Stable Value | — | — | $336K | 0.3% | |
| Parnassus Core Equity Fund 4,478 shares | Other securities | — | $4K | $267K | 0.2% | |
| through December 2033 | Other securities | — | — | $111K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
