William Woods University's EIN is 43-0654876.
Download the official 2024 Form 5500 (PDF) for William Woods University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)William Woods University's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | NONE | $100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | 36-4291971 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $2.0M | 9.3% | |
| TIAA-CREF CREF Stock Fund | Mutual Funds | — | — | $1.9M | 8.6% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.7M | 8.0% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1.7M | 7.6% | |
| s * TIAA-CREF TIAA Traditional - Non-Benefit Responsive | Insurance Contracts | — | — | $1.3M | 6.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.2M | 5.5% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $1.2M | 5.4% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $967K | 4.5% | |
| TIAA-CREF CREF Growth Fund | Mutual Funds | — | — | $855K | 3.9% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $850K | 3.9% | |
| TIAA-CREF CREF Global Equities Fund | Mutual Funds | — | — | $839K | 3.9% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $792K | 3.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $746K | 3.4% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $707K | 3.3% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $609K | 2.8% | |
| TIAA-CREF TIAA Traditional - Benefit Responsive | Mutual Funds | — | — | $543K | 2.5% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $426K | 2.0% | |
| TIAA-CREF CREF Equity Index Fund | Common Collective Trusts | — | — | $302K | 1.4% | |
| TIAA-CREF CREF Money Market Fund | Mutual Funds | — | — | $260K | 1.2% | |
| Principal Mid Cap S&P 400 Index Fund | Common Collective Trusts | — | — | $260K | 1.2% | |
| Principal Equity Income Fund | Other securities | — | — | $230K | 1.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $199K | 0.9% | |
| TIAA-CREF CREF Social Choice Fund | Mutual Funds | — | — | $184K | 0.8% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $171K | 0.8% | |
| VALIC VC I Capital Appreciation Fund 218 Total variable annuity contracts | Other securities | — | — | $148K | 0.7% | |
| TIAA-CREF CREF Core Bond Fund | Mutual Funds | — | — | $139K | 0.6% | |
| John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $125K | 0.6% | |
| PIMCO Real ReturnFund | Mutual Funds | — | — | $123K | 0.6% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $108K | 0.5% | |
| Participant Loans * Participant loans Interest rates of 5.25% - 10.50% | Bonds / Notes | — | — | $104K | 0.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $97K | 0.4% | |
| JPMorgan Mid Cap Growth Fund | Other securities | — | — | $92K | 0.4% | |
| Franklin Small Cap Value Fund | Mutual Funds | — | — | $87K | 0.4% | |
| Principal Small Cap S&P 600 Index Fund | Common Collective Trusts | — | — | $81K | 0.4% | |
| JPMorgan Core Bond Fund | Other securities | — | — | $79K | 0.4% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $72K | 0.3% | |
| TIAA-CREF TIAA Access Large Cap Equity Fund | Mutual Funds | — | — | $70K | 0.3% | |
| TIAA-CREF TIAA Access International Equity Fund | Mutual Funds | — | — | $65K | 0.3% | |
| TIAA-CREF CREF Inflation-Linked Bond Fund | Mutual Funds | — | — | $59K | 0.3% | |
| VALIC Fixed Account Plus | Other securities | — | — | $47K | 0.2% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $46K | 0.2% | |
| TIAA-CREF TIAA Access Large Cap Growth Fund 172 * TIAA-CREF TIAA Access Large Cap Value Fund | Mutual Funds | — | — | $41K | 0.2% | |
| TIAA-CREF TIAA Access Small Cap Blend Index Fund | Common Collective Trusts | — | — | $35K | 0.2% | |
| TIAA-CREF TIAA Access Real Estate Sectors Fund | Mutual Funds | — | — | $32K | 0.1% | |
| VALIC Vanguard Windsor II Fund | Mutual Funds | — | — | $32K | 0.1% | |
| TIAA-CREF TIAA Access Lifecycle Retirement Income 606 * TIAA-CREF TIAA Access Mid-Cap Growth Fund 378 * TIAA-CREF TIAA Access Mid-Cap Value Fund | Mutual Funds | — | — | $30K | 0.1% | |
| VALIC Mid Cap Strategic Growth Fund | Other securities | — | — | $29K | 0.1% | |
| Variable annuity contracts * VALIC Ariel Fund | Other securities | — | — | $23K | 0.1% | |
| VALIC Short Term Fixed Account Fund 369 * VALIC Small Cap Growth Fund | Other securities | — | — | $19K | <0.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
