College Possible's EIN is 41-1968798.
Download the official 2024 Form 5500 (PDF) for College Possible from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)College Possible's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $11.2M | 94.7% | |
| Minnesota Life Ins. Co. Vanguard Developed Markets Index Adm Fund | Mutual Funds | — | — | $2.5M | 21.5% | |
| Minnesota Life Ins. Co. JP Morgan Large Cap Growth Fund | Common Stocks | — | — | $2.5M | 20.8% | |
| Minnesota Life Ins. Co. MFS Value Fund | Mutual Funds | — | — | $2.3M | 19.6% | |
| Minnesota Life Ins. Co. Loomis Sayles Small Cap Growth Fund | Common Stocks | — | — | $956K | 8.1% | |
| Minnesota Life Ins. Co. Vanguard Small Cap Value Index Adm Fund | Mutual Funds | — | — | $948K | 8.0% | |
| Minnesota Life Ins. Co. Baird Aggregate Bond Inst Fund | Common Stocks | — | — | $687K | 5.8% | |
| Minnesota Life Ins. Co. Guaranteed Return Account | Common Stocks | — | — | $622K | 5.3% | |
| Minnesota Life Ins. Co. Vanguard Total Stock Market Index Adm Fund | Common Collective Trusts | — | — | $557K | 4.7% | |
| Minnesota Life Ins. Co. Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $169K | 1.4% | |
| Minnesota Life Ins. Co. Vanguard Small Cap Index Adm Fund | Mutual Funds | — | — | $142K | 1.2% | |
| Minnesota Life Ins. Co. Vanguard LifeStrategy Growth Fund | Mutual Funds | — | — | $112K | 0.9% | |
| Minnesota Life Ins. Co. Vanguard LifeStrategy Moderate Growth Fund | Mutual Funds | — | — | $103K | 0.9% | |
| Minnesota Life Ins. Co. Vanguard Interim Bond Index Adm Fund | Mutual Funds | — | — | $85K | 0.7% | |
| Minnesota Life Ins. Co. American Funds New Perspective Fund | Mutual Funds | — | — | $45K | 0.4% | |
| Minnesota Life Ins. Co. Macquarie Emerging Markets Instl Fund | Common Stocks | — | — | $28K | 0.2% | |
| Minnesota Life Ins. Co. Vanguard FTSE Social Index Adm Fund | Mutual Funds | — | — | $19K | 0.2% | |
| Minnesota Life Ins. Co. MassMutual Mid Cap Growth Fund | Common Stocks | — | — | $12K | <0.1% | |
| Minnesota Life Ins. Co. American Century Mid Cap Value Fund | Common Stocks | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
