Wheaton Academy's EIN is 36-2388793.
Download the official 2024 Form 5500 (PDF) for Wheaton Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wheaton Academy's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $14K | — |
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 Non Benefit Responsive | Mutual Funds | — | — | $1.9M | 18.1% | |
| CREF Growth 3350.94 units | Mutual Funds | — | — | $1.7M | 16.2% | |
| CREF Stock 1547.33 units | Mutual Funds | — | — | $1.4M | 13.0% | |
| CREF Global Equities 3213.56 units | Mutual Funds | — | — | $1.1M | 10.3% | |
| CREF Equity Index 1462.53 units | Common Collective Trusts | — | — | $738K | 6.9% | |
| TIAA Nuveen LfCycle Ix 2035 R6 15371.79 units | Mutual Funds | — | — | $412K | 3.9% | |
| TIAA Access Nuv LifCyc 2050 T4 4332.88 units | Mutual Funds | — | — | $320K | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $259K | 2.4% | |
| Vanguard 500 Idx Adm 420.48 shares | Common Collective Trusts | — | — | $228K | 2.1% | |
| CREF Core Bond 1720.12 units | Mutual Funds | — | — | $226K | 2.1% | |
| CREF Money Market 5765.70 units | Mutual Funds | — | — | $168K | 1.6% | |
| TIAA Access Nuv LifCyc 2055 T4 1834.84 units | Mutual Funds | — | — | $137K | 1.3% | |
| Harbor Capital Appreciation Rt 1192.73 shares | Other securities | — | — | $136K | 1.3% | |
| TIAA Nuveen LfCycle Ix 2040 R6 4416.97 units | Mutual Funds | — | — | $129K | 1.2% | |
| TIAA Access Nuv LifCyc 2045 T4 1564.08 units | Mutual Funds | — | — | $115K | 1.1% | |
| CREF Social Choice 313.58 units | Mutual Funds | — | — | $113K | 1.1% | |
| TIAA Access Nuv Intl Equity T4 2691.85 units | Mutual Funds | — | — | $100K | 0.9% | |
| TIAA Access Nuv LifCyc 2040 T4 1306.43 units | Mutual Funds | — | — | $95K | 0.9% | |
| TIAA Nuveen LfCycle Ix 2025 R6 4327.08 units | Mutual Funds | — | — | $92K | 0.9% | |
| Vanguard Extended Mkt Idx Adm 582.50 shares | Common Collective Trusts | — | — | $84K | 0.8% | |
| TIAA Nuveen LfCycle Ix 2045 R6 2609.44 units | Mutual Funds | — | — | $81K | 0.8% | |
| TIAA Nuveen LfCycle Ix 2055 R6 2937.88 units | Mutual Funds | — | — | $75K | 0.7% | |
| Vanguard Ttl Intl Stk Idx Adm 2286.80 shares | Common Collective Trusts | — | — | $72K | 0.7% | |
| American Funds American EuroPac Growth R6 1222.68 shares | Mutual Funds | — | — | $66K | 0.6% | |
| TIAA Nuveen LfCycle Ix 2050 R6 1977.18 units | Mutual Funds | — | — | $62K | 0.6% | |
| TIAA Access Nuv LifCyc 2035 T4 913.91 units | Mutual Funds | — | — | $62K | 0.6% | |
| TIAA Nuveen LfCycle Ix 2030 R6 2464.25 units | Mutual Funds | — | — | $60K | 0.6% | |
| TIAA Access Nuv RlEstSecSel T4 1125.67 units | Mutual Funds | — | — | $58K | 0.5% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $56K | 0.5% | |
| TIAA Access Nuv LifCyc 2025 T4 926.78 units | Mutual Funds | — | — | $56K | 0.5% | |
| TIAA Access Nuv Mid Cap Val T4 715.56 units | Mutual Funds | — | — | $53K | 0.5% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 657.07 units | Mutual Funds | — | — | $52K | 0.5% | |
| PIMCO RAE US Institutional Sh 3964.64 shares | Mutual Funds | — | — | $52K | 0.5% | |
| TIAA Nuveen LfCycle Ix 2060 R6 2304.39 units | Mutual Funds | — | — | $46K | 0.4% | |
| Baird Aggregate Bond Inst 4582.78 shares | Other securities | — | — | $44K | 0.4% | |
| CREF Inflation-Linked Bond 531.36 units | Mutual Funds | — | — | $44K | 0.4% | |
| TIAA Access Nuv Lrg Cap Val T4 564.14 units | Mutual Funds | — | — | $42K | 0.4% | |
| TIAA Access Nuv Lrg Cap Gr T4 155.59 units | Mutual Funds | — | — | $28K | 0.3% | |
| TIAA Access Nuv LifCyc 2060 T4 520.87 units | Mutual Funds | — | — | $28K | 0.3% | |
| TIAA Access Nuv LifCyc 2020 T4 383.13 units | Mutual Funds | — | — | $22K | 0.2% | |
| Vanguard Federal Money Market Inv 21737.70 shares | Mutual Funds | — | — | $22K | 0.2% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 240.93 units | Mutual Funds | — | — | $21K | 0.2% | |
| TIAA Access Nuv LifCyc 2030 T4 310.76 units | Mutual Funds | — | — | $20K | 0.2% | |
| Vanguard Total Bond Market Idx Adm 1645.84 shares | Common Collective Trusts | — | — | $16K | 0.1% | |
| TIAA Nuveen LfCycle Ix 2020 R6 527.04 units | Mutual Funds | — | — | $10K | <0.1% | |
| TIAA Access Nuv LifCyc 2010 T4 145.68 units | Mutual Funds | — | — | $8K | <0.1% | |
| TIAA Access Nuv Core Equity T4 41.96 units | Mutual Funds | — | — | $6K | <0.1% | |
| TIAA Access Nuv LgCp Res Eq T4 49.30 units | Mutual Funds | — | — | $6K | <0.1% | |
| TIAA Access Nuv Mid Cap Grw T4 62.33 units | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
