Sharyl Faganel signed Bartlett Learning Center, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bartlett Learning Center, Inc.'s EIN is 36-2778655.
Download the official 2024 Form 5500 (PDF) for Bartlett Learning Center, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bartlett Learning Center, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORDKEEPER | $828 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | — | SANTA MONICA, CA | — | $27 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MoA Clear Passage 2030 Fund | Other securities | — | — | $704K | 17.9% | |
| Non-Benefit-Responsive Investment Contracts * TIAA Traditional Non Benefit Responsive Contract | Mutual Funds | — | — | $283K | 7.2% | |
| s * CREF Stock | Mutual Funds | — | — | $228K | 5.8% | |
| MoA Clear Passage 2035 Fund | Other securities | — | — | $221K | 5.6% | |
| Invesco Global Fund A | Mutual Funds | — | — | $200K | 5.1% | |
| Invesco Discovery Large Cap Appreciation Fund A | Mutual Funds | — | — | $181K | 4.6% | |
| CREF Growth | Mutual Funds | — | — | $153K | 3.9% | |
| MoA Clear Passage 2040 Fund | Other securities | — | — | $146K | 3.7% | |
| MoA Clear Passage 2025 Fund | Other securities | — | — | $99K | 2.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $96K | 2.4% | |
| Invesco Multi Asset Income Fund Class A | Mutual Funds | — | — | $93K | 2.4% | |
| MoA Clear Passage 2055 Fund | Other securities | — | — | $90K | 2.3% | |
| CREF Global Equities | Mutual Funds | — | — | $80K | 2.0% | |
| MoA Clear Passage 2050 Fund | Other securities | — | — | $73K | 1.9% | |
| Calvert International Responsible Idx R6 ** 718 Vanguard Real Estate Index Admiral ** 463 * MoA Retirement Income Fund | Common Collective Trusts | — | — | $71K | 1.8% | |
| MoA Clear Passage 2045 Fund | Other securities | — | — | $64K | 1.6% | |
| Invesco Select Risk Moderate Investor Fund A | Mutual Funds | — | — | $63K | 1.6% | |
| Invesco Variable Rate Preferred Fund A | Mutual Funds | — | — | $54K | 1.4% | |
| CREF Equity Index | Common Collective Trusts | — | — | $53K | 1.4% | |
| Invesco Global Allocation Fund A | Mutual Funds | — | — | $46K | 1.2% | |
| Lincoln LVIP Macquarie Social Awareness | Other securities | — | — | $43K | 1.1% | |
| TIAA Access Lifecycle 2060 | Mutual Funds | — | — | $42K | 1.1% | |
| CREF Money Market | Mutual Funds | — | — | $41K | 1.0% | |
| Invesco Dividend Income Fund A | Mutual Funds | — | — | $40K | 1.0% | |
| Invesco Global Focus Fund A | Mutual Funds | — | — | $38K | 1.0% | |
| Lincoln LVIP Dimensional US Core Equity | Mutual Funds | — | — | $36K | 0.9% | |
| MoA Equity Index Fund ** 728 * MoA Mid Cap Equity Index Fund ** 946 * MoA Small Cap Equity Index Fund ** 469 Vanguard Total Bond Market Index Adm ** 242 Vanguard Treasury Money Market Investor | Common Collective Trusts | — | — | $35K | 0.9% | |
| TIAA Access Lifecycle 2025 | Mutual Funds | — | — | $33K | 0.8% | |
| Invesco Active Allocation Fund C | Mutual Funds | — | — | $31K | 0.8% | |
| s * TIAA Real Estate Fund | Pooled Separate Accounts | — | — | $31K | 0.8% | |
| TIAA Access Lg-Cap Res Eq ** 115 * Invesco Active Allocation Fund A | Mutual Funds | — | — | $31K | 0.8% | |
| Invesco Quality Income Fund Class A | Mutual Funds | — | — | $29K | 0.7% | |
| CREF Social Choice | Mutual Funds | — | — | $28K | 0.7% | |
| TIAA Access Lifecycle 2050 | Mutual Funds | — | — | $28K | 0.7% | |
| TIAA Access Lifecycle 2030 | Mutual Funds | — | — | $28K | 0.7% | |
| MoA Clear Passage 2060 Fund | Other securities | — | — | $27K | 0.7% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $24K | 0.6% | |
| Invesco Rising Dividends Fund A | Mutual Funds | — | — | $23K | 0.6% | |
| Invesco Global Strategic Income Fund A | Mutual Funds | — | — | $22K | 0.6% | |
| Lincoln Fidelity VIP Contrafund ** 600 * Lincoln Fidelity VIP Growth | Mutual Funds | — | — | $21K | 0.5% | |
| Invesco Multi Asset Income Fund Class C | Mutual Funds | — | — | $21K | 0.5% | |
| CREF Bond Market | Mutual Funds | — | — | $20K | 0.5% | |
| TIAA Access Lifecycle 2045 | Mutual Funds | — | — | $19K | 0.5% | |
| TIAA Access Lifecycle 2055 | Mutual Funds | — | — | $19K | 0.5% | |
| MoA Clear Passage 2020 Fund | Other securities | — | — | $19K | 0.5% | |
| Lincoln LVIP Blended Large Cap Growth Managed Volitility | Other securities | — | — | $16K | 0.4% | |
| Invesco Global Fund C | Mutual Funds | — | — | $15K | 0.4% | |
| Invesco International Bond Fund A ** 885 * Invesco International Diversified Fund A | Mutual Funds | — | — | $12K | 0.3% | |
| TIAA Access Lifecycle 2035 | Mutual Funds | — | — | $12K | 0.3% | |
| Lincoln LVIP Blackrock Dividend Value | Other securities | — | — | $11K | 0.3% |
