Monique Diventi signed Rockford University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rockford University's EIN is 36-2167842.
Download the official 2024 Form 5500 (PDF) for Rockford University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rockford University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $14.6M | 39.1% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* CREF STOCK R1 0 | Mutual Funds | — | — | $8.7M | 23.2% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* TIAA TRADITIONAL NON BENEFIT RESPONSIVE 0 | Mutual Funds | — | — | $7.5M | 20.1% | |
| NUVEEN LIFECYCLE IDX 2035 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $3.3M | 9.0% | |
| NUVEEN LIFECYCLE IDX 2030 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $2.5M | 6.6% | |
| NUVEEN LIFECYCLE IDX 2040 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $1.6M | 4.2% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* CREF SOCIAL CHOICE R1 0 | Mutual Funds | — | — | $1.3M | 3.4% | |
| NUVEEN LIFECYCLE IDX 2045 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $1.3M | 3.4% | |
| NUVEEN LIFECYCLE IDX 2025 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $1.1M | 3.0% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* CREF GROWTH R1 0 | Mutual Funds | — | — | $985K | 2.6% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* CREF GLOBAL EQUITIES R1 0 | Mutual Funds | — | — | $912K | 2.4% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* CREF EQUITY INDEX R1 0 | Common Collective Trusts | — | — | $708K | 1.9% | |
| VANGUARD 500 INDEX ADM MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $678K | 1.8% | |
| NUVEEN LIFECYCLE IDX 2050 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $529K | 1.4% | |
| NUVEEN LIFECYCLE IDX 2055 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $391K | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $391K | 1.0% | |
| NUVEEN LIFECYCLE IDX 2015 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $382K | 1.0% | |
| VANGUARD US GROWTH ADM MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $360K | 1.0% | |
| COLUMBIA DIVIDEND INCOME I3 MUTUAL FUND SHARES 0 | Other securities | — | — | $346K | 0.9% | |
| NUVEEN LIFECYCLE IDX 2060 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $339K | 0.9% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* CREF CORE BOND R1 0 | Mutual Funds | — | — | $306K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADM MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $256K | 0.7% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* CREF MONEY MARKET R1 0 | Mutual Funds | — | — | $243K | 0.7% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* NUVEEN LIFECYCLE 2045 RETIRE 0 | Mutual Funds | — | — | $216K | 0.6% | |
| NUVEEN BOND INDEX R6 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $200K | 0.5% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* TIAA TRADITIONAL BENEFIT RESPONSIVE 0 | Mutual Funds | — | — | $178K | 0.5% | |
| VANGUARD MID CAP INDEX ADM MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $172K | 0.5% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* NUVEEN LIFECYCLE 2040 RETIRE 0 | Mutual Funds | — | — | $171K | 0.5% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* NUVEEN LARGE CAP VALUE RETIRE 0 | Mutual Funds | — | — | $167K | 0.4% | |
| DFA US TARGETED VAL I MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $164K | 0.4% | |
| FEDERATED FED HERM INTL LEADERS R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $159K | 0.4% | |
| NUVEEN INTL EQ IDX R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $147K | 0.4% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* CREF INFLATION-LINKED BOND R1 0 | Mutual Funds | — | — | $145K | 0.4% | |
| NUVEEN LIFECYCLE IDX 2010 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $142K | 0.4% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* NUVEEN MID CAP VALUE RETIRE 0 | Mutual Funds | — | — | $138K | 0.4% | |
| PIMCO REAL RETURN INSTL MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $118K | 0.3% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* NUVEEN LIFECYCLE 2010 RETIRE 0 | Mutual Funds | — | — | $113K | 0.3% | |
| FEDERATED FED HERM MDT SM CAP CORE R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $109K | 0.3% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* NUVEEN MID CAP GROWTH RETIRE 0 | Mutual Funds | — | — | $101K | 0.3% | |
| NUVEEN LIFECYCLE IDX 2020 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $100K | 0.3% | |
| JANUS HENDERSON JAN HEN TRITON N MUTUAL FUND SHARES 0 736 * PARTICIPANTS LOANS 4.5% TO 9.5% 0 | Mutual Funds | — | — | $82K | 0.2% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* NUVEEN LIFECYCLE 2025 RETIRE 0 | Mutual Funds | — | — | $78K | 0.2% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* NUVEEN QUANT SM CP EQ RETIRE 0 | Mutual Funds | — | — | $69K | 0.2% | |
| AMERICAN FUNDS AMERFDS FNDAMENTAL INVS R6 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $58K | 0.2% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* NUVEEN INTERNATL EQUITY RETIRE 0 | Mutual Funds | — | — | $53K | 0.1% | |
| NUVEEN LIFECYCLE IDX 2065 R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $52K | 0.1% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* NUVEEN LIFECYCLE 2030 RETIRE 0 | Mutual Funds | — | — | $49K | 0.1% | |
| DFA REAL ESTATE SECURITIES I MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $48K | 0.1% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* NUVEEN LIFECYCLE 2050 RETIRE 0 | Mutual Funds | — | — | $40K | 0.1% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* NUVEEN LIFECYCLE 2055 RETIRE 0 | Mutual Funds | — | — | $36K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
