Oscar Regalado signed Robert R McCormick Foundation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robert R McCormick Foundation's EIN is 36-3689171.
Download the official 2023 Form 5500 (PDF) for Robert R McCormick Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Robert R McCormick Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE DIV GRWTH I FD | Other securities | — | — | $6.4M | 26.5% | |
| VANGUARD 500 INDEX ADMIRAL FD | Common Collective Trusts | — | — | $3.0M | 12.3% | |
| PIMCO INCOME INSTITUTIONAL FD | Mutual Funds | — | — | $1.5M | 6.3% | |
| T. ROWE PRICE RTMT I 2045 I FD | Other securities | — | — | $1.3M | 5.6% | |
| T. ROWE PRICE RTMT I 2035 I FD | Other securities | — | — | $1.3M | 5.5% | |
| T. ROWE PRICE BALANCED I FD | Other securities | — | — | $1.2M | 5.1% | |
| JP MORGAN US VALUE R6 FUND | Other securities | — | — | $1.2M | 4.8% | |
| T. ROWE PRICE RTMT I 2025 I FD | Other securities | — | — | $1.1M | 4.7% | |
| CLEARBRIDGE INTL GRWTH I FD | Other securities | — | — | $1.1M | 4.5% | |
| T. ROWE PRICE RTMT I 2050 I FD | Other securities | — | — | $972K | 4.0% | |
| PRINCIPAL GUARANTEED OPTION | Other securities | — | — | $950K | 3.9% | |
| T. ROWE PRICE RTMT I 2040 I FD | Other securities | — | — | $933K | 3.9% | |
| T. ROWE PRICE RTMT I 2030 I FD | Other securities | — | — | $894K | 3.7% | |
| T. ROWE PRICE RTMT I 2055 I FD | Other securities | — | — | $383K | 1.6% | |
| Notes receivable Rates range from 9.00% to 9.50% | Bonds / Notes | — | — | $308K | 1.3% | |
| T. ROWE PRICE RTMT I 2060 I FD | Other securities | — | — | $272K | 1.1% | |
| NEUB BERM SM CP GRTH INSTL FND | Other securities | — | — | $213K | 0.9% | |
| AM FDS BD FD OF AM R6 FD | Other securities | — | — | $133K | 0.5% | |
| PRINCIPAL BLUE CHIP R6 FUND | Other securities | — | — | $126K | 0.5% | |
| VANGUARD MID CAP INDEX ADM FD | Mutual Funds | — | — | $103K | 0.4% | |
| VANGUARD SMALL CAP VALUE INDEX FD | Mutual Funds | — | — | $96K | 0.4% | |
| BLACKROCK MD-CP GR EQ K FD | Other securities | — | — | $84K | 0.3% | |
| (E) | Other securities | — | $4K | $65K | 0.3% | |
| T. ROWE PRICE RTMT I 2015 I FD | Other securities | — | — | $65K | 0.3% | |
| T. ROWE PRICE RTMT I 2065 I FD | Other securities | — | — | $25K | 0.1% | |
| VGD TTL INTL STK IDX ADM FD | Common Collective Trusts | — | — | $10K | <0.1% | |
| T. ROWE PRICE RTMT I 2005 I FD 452 T. ROWE PRICE RTMT I 2010 I FD | Other securities | — | — | $8K | <0.1% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| MFS MASS INV GROWTH STK R6 FD | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
