DORI Smidt signed Nebraska Wesleyan University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Nebraska Wesleyan University's EIN is 47-0376524.
Download the official 2024 Form 5500 (PDF) for Nebraska Wesleyan University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Nebraska Wesleyan University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $43K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CREF Stock R2 N/R | Mutual Funds | — | — | $14.3M | 15.8% | |
| s - Fixed Annuity * TIAA-CREF Traditional Annuity Fund - Non N/R | Guaranteed Income / GIC | — | — | $13.7M | 15.2% | |
| Vanguard 500 Idx Adm N/R | Common Collective Trusts | — | — | $6.1M | 6.8% | |
| CREF Equity Index R2 N/R | Common Collective Trusts | — | — | $5.6M | 6.2% | |
| CREF Growth R2 N/R | Mutual Funds | — | — | $5.0M | 5.6% | |
| CREF Global Equities R2 N/R | Mutual Funds | — | — | $4.5M | 4.9% | |
| annuity contracts Fully Benefit-Responsive Investment Contracts * TIAA-CREF Traditional Annuity Fund-Benefit N/R | Mutual Funds | — | — | $3.9M | 4.4% | |
| Vanguard Ttl Intl Stk Idx Adm N/R | Common Collective Trusts | — | — | $3.2M | 3.6% | |
| Vanguard Target Retire 2040 N/R | Mutual Funds | — | — | $3.0M | 3.4% | |
| CREF Social Choice R2 N/R | Mutual Funds | — | — | $2.3M | 2.5% | |
| Vanguard Target Retire 2035 N/R | Mutual Funds | — | — | $2.2M | 2.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.1M | 2.4% | |
| Vanguard Target Retire 2045 N/R | Mutual Funds | — | — | $1.8M | 2.0% | |
| Vanguard Small-Cap Idx Adm N/R | Common Collective Trusts | — | — | $1.8M | 1.9% | |
| Vanguard Target Retire 2050 N/R | Mutual Funds | — | — | $1.8M | 1.9% | |
| CREF Core Bond R2 N/R | Mutual Funds | — | — | $1.7M | 1.9% | |
| Vanguard Target Retire 2030 N/R | Mutual Funds | — | — | $1.6M | 1.7% | |
| Vanguard Ttl Bd Mkt Idx Adm N/R | Common Collective Trusts | — | — | $1.6M | 1.7% | |
| Dodge & Cox Stock Fund Class X N/R | Mutual Funds | — | — | $1.4M | 1.6% | |
| Vanguard Mid-Cap Idx Adm N/R | Common Collective Trusts | — | — | $1.3M | 1.4% | |
| Nuveen Large Cap Resp Eq R6 N/R | Mutual Funds | — | — | $1.2M | 1.4% | |
| Nuveen Real Estate Sec Sel R6 N/R | Mutual Funds | — | — | $1.2M | 1.3% | |
| JPMorgan Large Cap Growth R6 N/R | Other securities | — | — | $1.1M | 1.2% | |
| CREF Inflation-Linked Bond R2 N/R | Mutual Funds | — | — | $875K | 1.0% | |
| Vanguard Target Retire 2055 N/R | Mutual Funds | — | — | $838K | 0.9% | |
| Dodge & Cox Income Fund - CL X N/R | Mutual Funds | — | — | $790K | 0.9% | |
| Vanguard Target Retire 2025 N/R | Mutual Funds | — | — | $766K | 0.8% | |
| Separate Accounts of Variable Annuity Contracts * CREF Money Market R2 N/R | Pooled Separate Accounts | — | — | $757K | 0.8% | |
| Benefit Responsive Mutual Funds Capital Group American Funds EuroPacific Growth N/R | Mutual Funds | — | — | $753K | 0.8% | |
| Allspring Global Investments Spec SmallCap Val R6 N/R | Other securities | — | — | $710K | 0.8% | |
| Franklin Templeton Clearbridge Small Cp Growth IS N/R | Mutual Funds | — | — | $453K | 0.5% | |
| Vanguard Target Retire 2060 N/R | Mutual Funds | — | — | $419K | 0.5% | |
| Fund R6 Vanguard Federal Money Market Inv N/R | Mutual Funds | — | — | $403K | 0.4% | |
| Management, Inc. Vanguard Target Retire 2020 N/R | Mutual Funds | — | — | $397K | 0.4% | |
| Vanguard Target Retire Income N/R | Mutual Funds | — | — | $327K | 0.4% | |
| RBC Global Asset Emerging Markets Equity R6 N/R | Other securities | — | — | $290K | 0.3% | |
| Vanguard Target Retire 2065 N/R | Mutual Funds | — | — | $156K | 0.2% | |
| Responsive Participant Loans * Participant Loans Interest rates: 4.50% - 9.50%, $0 | Bonds / Notes | — | — | $35K | <0.1% |
