Melissa Carlson signed Lewis University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lewis University's EIN is 36-2167773.
Download the official 2024 Form 5500 (PDF) for Lewis University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lewis 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 | 13-1624203 | — | NONE | $22K | — |
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 Contract TIAA Traditional Annuity Contract - Fully benefit-responsive | Mutual Funds | — | — | $3.0M | 11.1% | |
| TIAA-CREF Lfcyle Idx 2030-Rtmt 109,958 Shares | Common Collective Trusts | — | $110K | $2.6M | 9.8% | |
| Vanguard 500 Idx Adm 4,218 Shares | Common Collective Trusts | — | $4K | $2.3M | 8.5% | |
| TIAA-CREF Lfcyle Idx 2035-Rtmt 69,573 Shares | Common Collective Trusts | — | $70K | $1.8M | 6.9% | |
| TIAA-CREF Lfcyle Idx 2040-Rtmt 60,566 Shares | Common Collective Trusts | — | $61K | $1.8M | 6.5% | |
| CREF Stock R1 1,905 Units | Mutual Funds | — | $2K | $1.7M | 6.3% | |
| TIAA Traditional Annuity Contract - Nonbenefit-responsive | Mutual Funds | — | — | $1.4M | 5.2% | |
| TIAA-CREF Lfcyle Idx 2025-Rtmt 63,025 Shares | Common Collective Trusts | — | $63K | $1.3M | 5.0% | |
| TIAA-CREF Lfcyle Idx 2045-Rtmt 32,772 Shares | Common Collective Trusts | — | $33K | $1.0M | 3.7% | |
| Vanguard Extended Mkt Idx Adm 6,055 Shares | Common Collective Trusts | — | $6K | $872K | 3.3% | |
| TIAA-CREF Lfcyle Idx 2050-Rtmt 27,866 Shares | Common Collective Trusts | — | $28K | $868K | 3.2% | |
| Harbor Capital Appreciation Rt 6,945 Shares | Other securities | — | $7K | $793K | 3.0% | |
| CREF Social Choice R1 2,070 Units | Mutual Funds | — | $2K | $746K | 2.8% | |
| Vanguard Ttl Intl Stk Idx Adm 22,879 Shares | Common Collective Trusts | — | $23K | $725K | 2.7% | |
| Vanguard Ttl Bd Mkt Idx Adm 67,904 Shares | Common Collective Trusts | — | $68K | $644K | 2.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $1K | $594K | 2.2% | |
| MFS Mid Cap Value Class R6 13,857 Shares | Mutual Funds | — | $14K | $441K | 1.6% | |
| American EuroPac Growth R6 7,997 Shares | Other securities | — | $8K | $430K | 1.6% | |
| TIAA-CREF Lfcyle Idx 2055-Rtmt 16,318 Shares | Common Collective Trusts | — | $16K | $413K | 1.5% | |
| CREF Growth R1 732 Units | Mutual Funds | — | — | $377K | 1.4% | |
| TIAA-CREF Lfcyle Idx 2020-Rtmt 17,600 Shares | Common Collective Trusts | — | $18K | $329K | 1.2% | |
| TIAA-CREF Lfcyle Idx 2015-Rtmt 16,564 Shares | Common Collective Trusts | — | $17K | $279K | 1.0% | |
| CREF Global Equities R1 800 Units | Mutual Funds | — | — | $272K | 1.0% | |
| CREF Equity Index R1 525 Units | Common Collective Trusts | — | — | $265K | 1.0% | |
| MFS Value Fund Class R6 3,481 Shares | Mutual Funds | — | $3K | $168K | 0.6% | |
| Variable Annuity Accounts CREF Bond Market R1 1,234 Units | Mutual Funds | — | $1K | $162K | 0.6% | |
| Allspring Spec SmallCap Val R6 3,837 Shares | Mutual Funds | — | $4K | $154K | 0.6% | |
| Dodge & Cox Income Fund - Cl X 11,636 Shares | Mutual Funds | — | $12K | $144K | 0.5% | |
| TIAA-CREF Money Market-Inst 143,426 Shares | Mutual Funds | — | $143K | $143K | 0.5% | |
| with maturity dates ranging from 2026 to 2029) | Other securities | — | — | $114K | 0.4% | |
| TIAA-CREF Lfcyle Idx 2060-Rtmt 5,683 Shares | Common Collective Trusts | — | $6K | $112K | 0.4% | |
| CREF Inflation-Linked Bond R1 1,318 Units | Mutual Funds | — | $1K | $109K | 0.4% | |
| MFS Mid Cap Growth Fund R6 2,897 Shares | Mutual Funds | — | $3K | $91K | 0.3% | |
| TIAA Access Lg-Cap Val T4 979 Shares | Mutual Funds | — | — | $73K | 0.3% | |
| TIAA Access Intl Equity T4 1,880 Shares | Mutual Funds | — | $2K | $70K | 0.3% | |
| TIAA Access Sm-Cap Bl Idx T4 702 Shares | Common Collective Trusts | — | — | $56K | 0.2% | |
| CREF Money Market R1 1,908 Units | Mutual Funds | — | $2K | $56K | 0.2% | |
| TIAA Access Real Est Secs T4 1,078 Shares | Mutual Funds | — | $1K | $55K | 0.2% | |
| TIAA Access Quant Sml Cp Eq T4 614 Shares | Mutual Funds | — | — | $55K | 0.2% | |
| Principal Small Cap Growth I R6 3,374 Shares | Other securities | — | $3K | $50K | 0.2% | |
| TIAA Access Equity Index T4 246 Shares | Common Collective Trusts | — | — | $30K | 0.1% | |
| TIAA Access Mid-Cap Val T4 371 Shares | Mutual Funds | — | — | $28K | 0.1% | |
| TIAA Access Money Market T4 955 Shares | Mutual Funds | — | — | $27K | <0.1% | |
| TIAA-CREF Lfcyle Idx 2065-Rtmt 1,595 Shares | Common Collective Trusts | — | $2K | $22K | <0.1% | |
| TIAA Access Lg-Cap Gr T4 117 Shares | Mutual Funds | — | — | $21K | <0.1% | |
| TIAA Access Lifecycle 2025 T4 298 Shares | Mutual Funds | — | — | $18K | <0.1% | |
| TIAA Access Social Ch Eq T4 147 Shares | Mutual Funds | — | — | $16K | <0.1% | |
| TIAA-CREF Lfcyle Idx 2010-Rtmt 959 Shares | Common Collective Trusts | — | — | $15K | <0.1% | |
| TIAA Access Bond T4 387 Shares | Mutual Funds | — | — | $15K | <0.1% | |
| TIAA Access Lifecycle 2040 T4 165 Shares | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
