L. Denise Moritz signed American Library Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Library Association's EIN is 36-2166947.
Download the official 2024 Form 5500 (PDF) for American Library Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Library Association's plan includes 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 | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | NONE | $62K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREFVA TIAA Guaranteed - Non Benefit Responsive | Mutual Funds | — | — | $19.8M | 21.5% | |
| CREFVA CREF Stock | Mutual Funds | — | — | $16.2M | 17.6% | |
| CREFVA CREF Global Equities | Mutual Funds | — | — | $7.9M | 8.6% | |
| CREFVA CREF Growth | Mutual Funds | — | — | $7.2M | 7.8% | |
| CREFVA TIAA Guaranteed - Benefit Responsive | Mutual Funds | — | — | $4.0M | 4.3% | |
| CREFVA CREF Equity Index | Common Collective Trusts | — | — | $3.5M | 3.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.5M | 3.8% | |
| CREFVA CREF Social Choice | Mutual Funds | — | — | $3.0M | 3.3% | |
| CREFVA CREF Bond Market | Mutual Funds | — | — | $2.7M | 2.9% | |
| CREFVA Nuveen International Equity Retirement | Mutual Funds | — | — | $2.1M | 2.3% | |
| CREFVA Nuveen Small Cap Equity Retirement | Mutual Funds | — | — | $1.7M | 1.8% | |
| CREFVA Nuveen Large Cap Value Retirement | Mutual Funds | — | — | $1.6M | 1.8% | |
| CREFVA CREF Money Market | Mutual Funds | — | — | $1.4M | 1.5% | |
| CREFVA CREF Inflation-Linked Bond | Mutual Funds | — | — | $1.2M | 1.3% | |
| CREFVA Nuveen Lifecycle 2045 Retirement | Mutual Funds | — | — | $1.2M | 1.3% | |
| CREFVA Nuveen Lifecycle 2035 Retirement | Mutual Funds | — | — | $1.2M | 1.3% | |
| CREFVA Nuveen Lifecycle 2025 Retirement | Mutual Funds | — | — | $1.1M | 1.2% | |
| CREFVA Nuveen Mid Cap Value Retirement | Mutual Funds | — | — | $1.1M | 1.2% | |
| CREFVA Vanguard Balanced Idx Instadm | Common Collective Trusts | — | — | $944K | 1.0% | |
| CREFVA T.Rowe Price Retirement 2050 I | Other securities | — | — | $890K | 1.0% | |
| CREFVA Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $852K | 0.9% | |
| CREFVA Nuveen Lifecycle 2030 Retirement | Mutual Funds | — | — | $830K | 0.9% | |
| CREFVA T.Rowe Price Retirement 2030 I | Other securities | — | — | $763K | 0.8% | |
| CREFVA T.Rowe Price Retirement 2045 I | Other securities | — | — | $677K | 0.7% | |
| CREFVA T.Rowe Price Retirement 2035 I | Other securities | — | — | $640K | 0.7% | |
| CREFVA Nuveen Lifecycle 2050 Retirement | Mutual Funds | — | — | $607K | 0.7% | |
| CREFVA Nuveen Lifecycle 2040 Retirement | Mutual Funds | — | — | $568K | 0.6% | |
| CREFVA Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $541K | 0.6% | |
| CREFVA Nuveen Lifecycle 2055 Retirement | Mutual Funds | — | — | $444K | 0.5% | |
| CREFVA T.Rowe Price Retirement 2055 I | Other securities | — | — | $415K | 0.5% | |
| CREFVA T.Rowe Price Retirement 2040 I | Other securities | — | — | $415K | 0.5% | |
| CREFVA JPMorgan Large Cap Growth R6 | Other securities | — | — | $367K | 0.4% | |
| CREFVA T.Rowe Price Retirement 2025 I | Other securities | — | — | $358K | 0.4% | |
| CREFVA Vanguard Developed Mkts Idx Adm | Common Collective Trusts | — | — | $345K | 0.4% | |
| CREFVA Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $272K | 0.3% | |
| CREFVA Vanguard Windsor Adm | Mutual Funds | — | — | $228K | 0.2% | |
| CREFVA Allspring Spec Mid Cap Val R6 | Other securities | — | — | $186K | 0.2% | |
| CREFVA Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $175K | 0.2% | |
| CREFVA Nuveen International Res Eq R6 | Mutual Funds | — | — | $174K | 0.2% | |
| CREFVA Nuveen Mid Cap Growth Retirement | Mutual Funds | — | — | $154K | 0.2% | |
| CREFVA T.Rowe Price Retirement 2060 I | Other securities | — | — | $154K | 0.2% | |
| from participants maturities up to 5 years) | Other securities | — | — | $120K | 0.1% | |
| CREFVA T.Rowe Price Retirement 2020 I | Other securities | — | — | $102K | 0.1% | |
| CREFVA Nuveen Lifecycle 2060 Retirement | Mutual Funds | — | — | $82K | <0.1% | |
| CREFVA Nuveen Lifecycle Retirement Inc. | Mutual Funds | — | — | $71K | <0.1% | |
| CREFVA DFA US Targeted Val Port Inst | Mutual Funds | — | — | $64K | <0.1% | |
| CREFVA Nuveen Lifecycle 2010 Retirement | Mutual Funds | — | — | $63K | <0.1% | |
| CREFVA Janus Henderson Enterprise N | Mutual Funds | — | — | $58K | <0.1% | |
| CREFVA Vanguard Treasury Moneymarket Inv | Mutual Funds | — | — | $56K | <0.1% | |
| CREFVA Nuveen Lifecycle 2015 Retirement 36 * CREFVA Nuveen Lifecycle 2020 Retirement | Mutual Funds | — | — | $38K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
