Kevin STOW signed Iowa State University Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Iowa State University Foundation's EIN is 42-1143702.
Download the official 2024 Form 5500 (PDF) for Iowa State University Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Iowa State University Foundation's plan includes a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | MINNEAPOLIS, MN | AUDITOR | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Internatl Eq Idx Prem | Common Collective Trusts | — | — | $8.2M | 16.2% | |
| Nuveen S&P 500 Index Retire | Common Collective Trusts | — | — | $5.7M | 11.3% | |
| TIAA Traditional Fixed Annuity- Benefit Responsive | Mutual Funds | — | — | $4.1M | 8.0% | |
| Nuveen Small Cap Bld Idx Rtmt | Common Collective Trusts | — | — | $3.7M | 7.3% | |
| CREF Stock | Mutual Funds | — | — | $3.6M | 7.0% | |
| TIAA Traditional Fixed Annuity- Non Benefit Responsive | Mutual Funds | — | — | $3.3M | 6.5% | |
| Nuveen Equity Index Premier | Common Collective Trusts | — | — | $2.9M | 5.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.8M | 5.5% | |
| CREF Global Equities | Mutual Funds | — | — | $2.6M | 5.1% | |
| Nuveen Bond Index Premier | Mutual Funds | — | — | $1.8M | 3.5% | |
| Nuveen Large Cap Val Idx Retire | Common Collective Trusts | — | — | $1.6M | 3.2% | |
| Columbia Mid Cap Index Inst2 | Other securities | — | — | $1.5M | 3.0% | |
| Nuveen Large Cap Resp Eq Prem | Mutual Funds | — | — | $1.4M | 2.8% | |
| CREF Inflation Linked Bond | Mutual Funds | — | — | $1.1M | 2.1% | |
| Western Asset Mgmt. Co. WA Core Plus Bond I | Common Stocks | — | — | $921K | 1.8% | |
| CREF Growth | Mutual Funds | — | — | $910K | 1.8% | |
| American Funds AF Europacific Growth Fund R5 | Mutual Funds | — | — | $772K | 1.5% | |
| Nuveen Large Cap Gr Idx Retire | Common Collective Trusts | — | — | $657K | 1.3% | |
| Nuveen Real Est Sec Sel Prem | Mutual Funds | — | — | $537K | 1.1% | |
| CREF Social Choice | Mutual Funds | — | — | $436K | 0.9% | |
| CREF Equity Index | Common Collective Trusts | — | — | $435K | 0.9% | |
| Invesco Diversified Dividend Y | Mutual Funds | — | — | $404K | 0.8% | |
| DFA US Targeted Val Port Inst | Mutual Funds | — | — | $391K | 0.8% | |
| CREF Bond Market | Mutual Funds | — | — | $307K | 0.6% | |
| MFS Growth Fund Class R4 | Mutual Funds | — | — | $259K | 0.5% | |
| Eaton Vance Atlanta Cap SMID I | Other securities | — | — | $195K | 0.4% | |
| TIAA Stable Value | Stable Value | — | — | $174K | 0.3% | |
| CREF Money Market | Mutual Funds | — | — | $15K | <0.1% | |
| TIAA Traditional Fixed Annuity- Benefit Responsive 2 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
