David Mauger signed Iowa Independent Higher Education Research Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Iowa Independent Higher Education Research Foundation's EIN is 42-1420268.
Download the official 2024 Form 5500 (PDF) for Iowa Independent Higher Education Research Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Iowa Independent Higher Education Research Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLENNIUM ADVISORY SERVICES, INC | 54-2020086 | GLEN ALLEN, VA | INVESTMENT ADVISOR | $622K | — |
| TIAA | 13-1624203 | NEW YORK, NY | INVESTMENT ADVISOR | $319K | — |
| PLANPILOT, LLC | 45-4168388 | CHICAGO, IL | ADVISOR | $269K | — |
| PRM CONSULTING |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 52-2156813 |
| WASHINGTON, DC |
| ADVISOR |
| $24K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC | 13-3745616 | WHITE PLAINS, NY | TPA | $185K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | 41-0746749 | MINNEAPOLIS, MN | AUDITOR | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAW OFFICES OF ALLEN T. STEINBERG | 20-5657685 | EVANSTON, IL | OTHER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $111.5M | 18.0% | |
| TIAA Trust, N.A Vanguard Inst Idx Inst | Common Collective Trusts | — | — | $106.5M | 17.1% | |
| CREF Stock R2 | Mutual Funds | — | — | $91.9M | 14.8% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $34.0M | 5.5% | |
| CREF Growth R2 | Mutual Funds | — | — | $29.7M | 4.8% | |
| TIAA Trust, N.A American EuroPac Growth R6 | Mutual Funds | — | — | $28.8M | 4.6% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $26.2M | 4.2% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $21.2M | 3.4% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $19.8M | 3.2% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $19.1M | 3.1% | |
| TIAA Trust, N.A American Fd New Perspective R6 | Mutual Funds | — | — | $13.6M | 2.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $11.5M | 1.9% | |
| TIAA Trust, N.A PIMCO High Yield Institutional | Mutual Funds | — | — | $9.8M | 1.6% | |
| TIAA Trust, N.A Vanguard Ttl Intl Stk Idx Inst | Common Collective Trusts | — | — | $9.6M | 1.5% | |
| TIAA Trust, N.A Vanguard Intr | Mutual Funds | — | — | $8.8M | 1.4% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $8.0M | 1.3% | |
| TIAA Trust, N.A Baird Aggregate Bond Inst | Mutual Funds | — | — | $7.2M | 1.2% | |
| TIAA Trust, N.A Vanguard S P S | Mutual Funds | — | — | $6.6M | 1.1% | |
| TIAA Trust, N.A PIMCO Intl Bd USDolHed Inst | Mutual Funds | — | — | $6.3M | 1.0% | |
| TIAA Trust, N.A Vanguard Small | Mutual Funds | — | — | $5.7M | 0.9% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $4.7M | 0.8% | |
| TIAA Trust, N.A Vanguard Mid | Mutual Funds | — | — | $4.1M | 0.7% | |
| CREF Money Market R2 | Mutual Funds | — | — | $3.9M | 0.6% | |
| TIAA Trust, N.A PIMCO Income Fd Institutional | Mutual Funds | — | — | $3.6M | 0.6% | |
| CREF Inflation | Mutual Funds | — | — | $3.5M | 0.6% | |
| TIAA Trust, N.A Vanguard Infl Protect Sec Inst | Mutual Funds | — | — | $2.7M | 0.4% | |
| TIAA Stable Value | Stable Value | — | — | $2.4M | 0.4% | |
| TIAA Trust, N.A EatonVanceEmergingMrktsLclIncI | Mutual Funds | — | — | $2.1M | 0.3% | |
| TIAA Access Nuv LifCyc 2050 T3 | Mutual Funds | — | — | $1.9M | 0.3% | |
| TIAA Trust, N.A Parnassus Core Equity Inst | Mutual Funds | — | — | $1.4M | 0.2% | |
| TIAA Trust, N.A PIMCO Total Return Instl | Mutual Funds | — | — | $1.1M | 0.2% | |
| TIAA Access Nuv LifCyc 2045 T3 | Mutual Funds | — | — | $1.0M | 0.2% | |
| TIAA Trust, N.A PIMCO Intl Bd USDolHed Inst | Mutual Funds | — | — | $994K | 0.2% | |
| TIAA Trust, N.A Vanguard Federal Money Mkt Inv | Mutual Funds | — | — | $842K | 0.1% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $799K | 0.1% | |
| TIAA Trust, N.A Vanguard Cash Rsv Fed MMkt Adm | Mutual Funds | — | — | $774K | 0.1% | |
| TIAA Access Nuv LifCyc 2025 T3 | Mutual Funds | — | — | $744K | 0.1% | |
| TIAA Access TRP Inst LgCpGr T3 | Mutual Funds | — | — | $703K | 0.1% | |
| TIAA Trust, N.A Principal Real Estate Sec Inst | Mutual Funds | — | — | $684K | 0.1% | |
| TIAA Access Nuv LifCyc 2040 T3 | Mutual Funds | — | — | $620K | <0.1% | |
| TIAA Access Nuv LifCyc 2035 T3 | Mutual Funds | — | — | $525K | <0.1% | |
| TIAA Access Nuv Intl Eq Idx T3 | Common Collective Trusts | — | — | $392K | <0.1% | |
| TIAA Trust, N.A Nuveen Core Impact Bond R6 | U.S. Treasuries | — | — | $370K | <0.1% | |
| TIAA Access WstAst Cr Pl Bd T3 | Mutual Funds | — | — | $367K | <0.1% | |
| TIAA Trust, N.A Parnassus Core Equity Inst | Mutual Funds | — | — | $358K | <0.1% | |
| TIAA Trust, N.A Delaware Small Cap Val Inst | Mutual Funds | — | — | $306K | <0.1% | |
| TIAA Trust, N.A ClearBridge Small Cp Growth IS | Mutual Funds | — | — | $289K | <0.1% | |
| TIAA Access Nuv Short Tm Bd T3 | Mutual Funds | — | — | $268K | <0.1% | |
| TIAA Access Nuv LifCyc 2030 T3 | Mutual Funds | — | — | $242K | <0.1% | |
| TIAA Access Nuv Lg Cp Vl Ix T3 | Mutual Funds | — | — | $227K | <0.1% |
