Jennifer Schaefer signed Washington University in St. Louis' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Washington University in St. Louis' EIN is 43-0653611.
Download the official 2024 Form 5500 (PDF) for Washington University in St. Louis from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Washington University in St. Louis' plan includes ERISA 404(c) participant direction, a 403(b) annuity, a self-directed brokerage window, 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 | $1.3M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $75K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE |
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 (2) | Mutual Funds | — | — | $1.4B | 18.9% | |
| Vanguard Inst Idx Inst Plus | Common Collective Trusts | — | — | $739.0M | 9.9% | |
| CREF Stock R3 | Mutual Funds | — | — | $608.1M | 8.1% | |
| Nuveen Internatl Eq Idx R6 | Common Collective Trusts | — | — | $285.2M | 3.8% | |
| Vanguard Equity Income Adm | Mutual Funds | — | — | $272.4M | 3.6% | |
| Vanguard Target Retire 2045 | Mutual Funds | — | — | $267.8M | 3.6% | |
| Vanguard Target Retire 2040 | Mutual Funds | — | — | $264.3M | 3.5% | |
| Vanguard PRIMECAP Adm | Mutual Funds | — | — | $245.7M | 3.3% | |
| Vanguard Sm Cap Idx Inst Plus | Common Collective Trusts | — | — | $237.6M | 3.2% | |
| Vanguard Target Retire 2050 | Mutual Funds | — | — | $219.1M | 2.9% | |
| Vanguard Target Retire 2035 | Mutual Funds | — | — | $218.0M | 2.9% | |
| Vanguard Ttl Bd Mkt Idx InstPl | Common Collective Trusts | — | — | $207.6M | 2.8% | |
| CREF Global Equities R3 | Mutual Funds | — | — | $193.4M | 2.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $169.1M | 2.3% | |
| CREF Growth R3 | Mutual Funds | — | — | $167.2M | 2.2% | |
| Vanguard Wellington Adm | Mutual Funds | — | — | $156.3M | 2.1% | |
| Vanguard Target Retire 2030 | Mutual Funds | — | — | $141.6M | 1.9% | |
| Vanguard Intl Growth Adm | Mutual Funds | — | — | $119.9M | 1.6% | |
| Vanguard Target Retire 2055 | Mutual Funds | — | — | $112.0M | 1.5% | |
| Victory Sycamore Estab Val R6 | Other securities | — | — | $99.4M | 1.3% | |
| Vanguard MCap Idx Instit Plus | Common Collective Trusts | — | — | $98.3M | 1.3% | |
| Vanguard Target Retire 2025 | Mutual Funds | — | — | $94.7M | 1.3% | |
| CREF Social Choice R3 | Mutual Funds | — | — | $92.4M | 1.2% | |
| Vanguard Treasury MoneyMkt Inv | Mutual Funds | — | — | $91.2M | 1.2% | |
| CREF Equity Index R3 | Common Collective Trusts | — | — | $84.6M | 1.1% | |
| BlackRock Total Return K | Other securities | — | — | $83.9M | 1.1% | |
| Vanguard Real Estate Idx Inst | Common Collective Trusts | — | — | $79.4M | 1.1% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $70.3M | 0.9% | |
| TIAA-CREF Self Directed Acct | Self-Directed Brokerage | — | — | $66.5M | 0.9% | |
| Nuveen Large Cap Resp Eq R6 | Mutual Funds | — | — | $65.8M | 0.9% | |
| Vanguard Infl Protect Sec Inst | Mutual Funds | — | — | $53.7M | 0.7% | |
| BlackRock Mid Cap Growth Eq K | Other securities | — | — | $53.0M | 0.7% | |
| Vanguard Target Retire 2020 | Mutual Funds | — | — | $52.0M | 0.7% | |
| CREF Money Market R3 | Mutual Funds | — | — | $39.0M | 0.5% | |
| American Funds New World R6 | Mutual Funds | — | — | $38.8M | 0.5% | |
| Vanguard Target Retire 2060 | Mutual Funds | — | — | $37.4M | 0.5% | |
| CREF Core Bond R3 | Mutual Funds | — | — | $36.3M | 0.5% | |
| Vanguard Target Retire Income | Mutual Funds | — | — | $35.4M | 0.5% | |
| CREF Stock R4 | Mutual Funds | — | — | $27.1M | 0.4% | |
| CREF Inflation-Linked Bond R3 | Mutual Funds | — | — | $26.5M | 0.4% | |
| JPM Small Cap Value Fund R6 | Other securities | — | — | $22.0M | 0.3% | |
| Notes Receivable From Participant Loan Fund, various maturity dates through 2034, interest rates from 4.25% to 9.50%. | Bonds / Notes | — | — | $20.5M | 0.3% | |
| CREF Global Equities R4 | Mutual Funds | — | — | $17.2M | 0.2% | |
| Vanguard Target Retire 2065 | Mutual Funds | — | — | $10.5M | 0.1% | |
| CREF Money Market R4 | Mutual Funds | — | — | $5.5M | <0.1% | |
| CREF Social Choice R4 | Mutual Funds | — | — | $5.4M | <0.1% | |
| Principal Small Cap Grwth I R6 | Other securities | — | — | $4.7M | <0.1% | |
| Vanguard Target Retire 2070 | Mutual Funds | — | — | $1.8M | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $27K |
| — |
