Shari B. Keffer signed McKendree University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McKendree University's EIN is 37-0661219.
Download the official 2024 Form 5500 (PDF) for McKendree University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McKendree University'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 |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $40K | — |
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 | Mutual Funds | — | — | $15.0M | 24.0% | |
| CREF | Mutual Funds | — | — | $9.2M | 14.7% | |
| iShares | Other securities | — | — | $2.7M | 4.3% | |
| Nuveen | Mutual Funds | — | — | $2.6M | 4.1% | |
| CREF | Mutual Funds | — | — | $2.6M | 4.1% | |
| Franklin Templeton Investments | Mutual Funds | — | — | $2.3M | 3.7% | |
| Nuveen | Mutual Funds | — | — | $2.1M | 3.3% | |
| CREF | Mutual Funds | — | — | $2.0M | 3.1% | |
| Nuveen | Mutual Funds | — | — | $1.9M | 3.0% | |
| CREF | Mutual Funds | — | — | $1.8M | 2.9% | |
| Nuveen | Mutual Funds | — | — | $1.8M | 2.8% | |
| American Funds | Mutual Funds | — | — | $1.8M | 2.8% | |
| Nuveen | Mutual Funds | — | — | $1.8M | 2.8% | |
| CREF | Mutual Funds | — | — | $1.7M | 2.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.5M | 2.4% | |
| TIAA | Mutual Funds | — | — | $1.3M | 2.1% | |
| BlackRock | Other securities | — | — | $1.3M | 2.0% | |
| Nuveen | Mutual Funds | — | — | $1.2M | 2.0% | |
| Baird | Other securities | — | — | $1.2M | 1.9% | |
| Nuveen | Mutual Funds | — | — | $777K | 1.2% | |
| American Funds | Mutual Funds | — | — | $698K | 1.1% | |
| Macquarie | Other securities | — | — | $686K | 1.1% | |
| Nuveen | Mutual Funds | — | — | $496K | 0.8% | |
| CREF | Mutual Funds | — | — | $457K | 0.7% | |
| Nuveen | Mutual Funds | — | — | $399K | 0.6% | |
| BlackRock | Other securities | — | — | $388K | 0.6% | |
| AllianceBernstein | Other securities | — | — | $372K | 0.6% | |
| Vanguard | Mutual Funds | — | — | $302K | 0.5% | |
| Nuveen | Mutual Funds | — | — | $301K | 0.5% | |
| Vanguard | Mutual Funds | — | — | $271K | 0.4% | |
| TIAA-CREF | Mutual Funds | — | — | $244K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $243K | 0.4% | |
| CREF | Mutual Funds | — | — | $240K | 0.4% | |
| CREF | Mutual Funds | — | — | $211K | 0.3% | |
| TIAA | Mutual Funds | — | — | $181K | 0.3% | |
| Parnassus | Other securities | — | — | $129K | 0.2% | |
| Participants | Other securities | — | — | $124K | 0.2% | |
| TIAA | Mutual Funds | — | — | $107K | 0.2% | |
| Nuveen | Mutual Funds | — | — | $100K | 0.2% | |
| Nuveen | Mutual Funds | — | — | $86K | 0.1% | |
| TIAA-CREF | Mutual Funds | — | — | $79K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
