Kerstin Cardenas signed Carleton College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carleton College's EIN is 41-0694747.
Download the official 2024 Form 5500 (PDF) for Carleton College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carleton College's plan includes a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), ERISA 404(c) participant direction.
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 | PARTY-IN-INTEREST | $199K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP, INC | 20-0361079 | PORTLAND, OR | NONE | $50K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | MINNEAPOLIS, MN |
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 Annuity | Mutual Funds | — | — | $86.1M | 21.7% | |
| CREF Stock | Mutual Funds | — | — | $47.4M | 12.0% | |
| Vanguard Stock Market Index | Common Collective Trusts | — | — | $27.1M | 6.8% | |
| CREF Social Choice | Mutual Funds | — | — | $18.7M | 4.7% | |
| TIAA Nuveen Lifecycle Index 2040 Fund R6 | Mutual Funds | — | — | $14.6M | 3.7% | |
| CREF Growth | Mutual Funds | — | — | $14.2M | 3.6% | |
| Vanguard Bond Market Index | Mutual Funds | — | — | $14.0M | 3.5% | |
| TIAA Nuveen International Responsible Equity Fd | Mutual Funds | — | — | $14.0M | 3.5% | |
| TIAA Nuveen Lifecycle Index 2045 Fund R6 | Mutual Funds | — | — | $12.5M | 3.2% | |
| CREF Global Equities | Mutual Funds | — | — | $12.0M | 3.0% | |
| TIAA Nuveen Lifecycle Index 2030 Fund R6 | Mutual Funds | — | — | $11.5M | 2.9% | |
| TIAA Nuveen Large Cap Responsible Equity Fd | Mutual Funds | — | — | $10.8M | 2.7% | |
| TIAA Nuveen Lifecycle Index 2035 Fund R6 | Mutual Funds | — | — | $10.3M | 2.6% | |
| Hotchkis and Wiley Small Cap Diversified Value Fund | Other securities | — | — | $10.2M | 2.6% | |
| CREF Equity Index | Common Collective Trusts | — | — | $9.9M | 2.5% | |
| Vanguard International Stock Index | Mutual Funds | — | — | $9.8M | 2.5% | |
| TIAA Nuveen Lifecycle Index 2025 Fund R6 | Mutual Funds | — | — | $8.6M | 2.2% | |
| TIAA Nuveen Lifecycle Index 2050 Fund R6 | Mutual Funds | — | — | $8.2M | 2.1% | |
| Conestoga Small Cap Inst | Other securities | — | — | $6.3M | 1.6% | |
| Cohen & Steers Institutional Realty Shares | Other securities | — | — | $6.1M | 1.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.4M | 1.4% | |
| JPMorgan US Value Class R6 | Other securities | — | — | $5.1M | 1.3% | |
| TIAA Nuveen Lifecycle Index 2020 Fund R6 | Mutual Funds | — | — | $4.9M | 1.2% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $4.5M | 1.1% | |
| TIAA Nuveen Lifecycle Index 2055 Fund R6 | Mutual Funds | — | — | $3.6M | 0.9% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $3.6M | 0.9% | |
| CREF Bond Market | Mutual Funds | — | — | $3.2M | 0.8% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $3.1M | 0.8% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $1.8M | 0.4% | |
| TIAA Nuveen Lifecycle Index 2060 Fund R6 | Mutual Funds | — | — | $1.7M | 0.4% | |
| DFA International Core Equity Inst | Mutual Funds | — | — | $1.4M | 0.4% | |
| American Funds New World R6 | Mutual Funds | — | — | $1.2M | 0.3% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $988K | 0.2% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $937K | 0.2% | |
| TIAA Nuveen Core Impact Bond Fund R6 | U.S. Treasuries | — | — | $822K | 0.2% | |
| CREF Money Market | Mutual Funds | — | — | $788K | 0.2% | |
| TIAA Nuveen Lifecycle Index 2015 Fund R6 | Mutual Funds | — | — | $360K | <0.1% | |
| TIAA Nuveen Lifecycle Index 2065 Fund R6 | Mutual Funds | — | — | $335K | <0.1% | |
| Participants Participant Loans Interest Rates at 4.25% - 9.50% - | Bonds / Notes | — | — | $332K | <0.1% | |
| TIAA Nuveen Lifecycle Index 2010 Fund R6 | Mutual Funds | — | — | $298K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $17K |
| — |
