Molly Dodson signed Kansas University Endowment Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kansas University Endowment Association's EIN is 48-0547734.
Download the official 2024 Form 5500 (PDF) for Kansas University Endowment Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kansas University Endowment Association's plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AC IN RETIRE TR III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $14.3M | 43.7% | |
| INTELLICENTS AGGR ALTA TRUST COMPANY · EIN 87-0860881 / PN 001 | Common Collective Trust | — | — | $4.8M | 14.8% | |
| American Century RD 2045 TR III Common Collective Trust | Common Collective Trusts | — | — | $2.9M | 8.9% | |
| American Century RD 2040 TR III Common Collective Trust | Common Collective Trusts | — | — | $2.7M | 8.1% | |
| Intellicents Moderately Aggressive Common Collective Trust | Common Collective Trusts | — | — | $2.5M | 7.7% | |
| INTELLICENT MOD AGGR ALTA TRUST COMPANY · EIN 86-3914399 / PN 001 | Common Collective Trust | — | — | $2.5M | 7.7% | |
| American Century RD 2050 TR III Common Collective Trust | Common Collective Trusts | — | — | $2.3M | 6.9% | |
| American Century Retirement TR III Common Collective Trust | Common Collective Trusts | — | — | $1.9M | 5.7% | |
| American Century RD 2030 TR III Common Collective Trust | Common Collective Trusts | — | — | $1.7M | 5.3% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $1.4M | 4.4% | |
| American Century RD 2035 TR III Common Collective Trust | Common Collective Trusts | — | — | $1.2M | 3.8% | |
| Fidelity Large Cap Growth Index Mutual Fund | Mutual Funds | — | — | $1.2M | 3.7% | |
| MFS International Diversification Mutual Fund | Mutual Funds | — | — | $1.2M | 3.6% | |
| BR TOTAL RETURN 6 GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $1.1M | 3.3% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $892K | 2.7% | |
| INTELLICENTS MOD ALTA TRUST COMPANY · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $885K | 2.7% | |
| American Century RD 2025 TR III Common Collective Trust | Common Collective Trusts | — | — | $788K | 2.4% | |
| Fidelity Large Cap Value Index Mutual Fund | Mutual Funds | — | — | $720K | 2.2% | |
| American Century RD 2055 TR III Common Collective Trust | Common Collective Trusts | — | — | $684K | 2.1% | |
| Vanguard Dividend Growth Mutual Fund | Mutual Funds | — | — | $543K | 1.7% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $380K | 1.2% | |
| INTELLICENTS CNSRV ALTA TRUST COMPANY · EIN 86-3974282 / PN 001 | Common Collective Trust | — | — | $344K | 1.1% | |
| Vanguard Small Cap Growth Index Mutual Fund | Mutual Funds | — | — | $336K | 1.0% | |
| Cohen & Steers Realty Shares, Inc. Mutual Fund | Common Stocks | — | — | $320K | 1.0% | |
| Vanguard Mid Cap Value Index Mutual Fund | Mutual Funds | — | — | $281K | 0.9% | |
| PIMCO Institutional Income Mutual Fund | Mutual Funds | — | — | $258K | 0.8% | |
| Wasatch Core Growth Mutual Fund | Other securities | — | — | $252K | 0.8% | |
| Notes receivable from participants Various participants, interest rates at 5.25% to 10.50% | Bonds / Notes | — | — | $174K | 0.5% | |
| Vanguard Mid Cap Growth Index Mutual Fund | Mutual Funds | — | — | $174K | 0.5% | |
| American Century Small Cap Value Mutual Fund | Other securities | — | — | $162K | 0.5% | |
| Intellicents Moderately Conservative Common Collective Trust | Common Collective Trusts | — | — | $144K | 0.4% | |
| INTELLICENTMOD CNSRV INTELLICENTS MODERATELY CONSERVATIVE CIF · EIN 86-3883297 / PN 001 | Common Collective Trust | — | — | $144K | 0.4% | |
| Baird Core Plus Mutual Fund | Other securities | — | — | $116K | 0.4% | |
| American Century RD 2060 TR III Common Collective Trust | Common Collective Trusts | — | — | $105K | 0.3% | |
| PIMCO Real Return Mutual Fund | Mutual Funds | — | — | $64K | 0.2% | |
| American Century Emerging Markets Mutual Fund | Other securities | — | — | $61K | 0.2% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $58K | 0.2% | |
| Vanguard Small Cap Value Index Mutual Fund | Mutual Funds | — | — | $32K | <0.1% | |
| FRS BR TOTAL RETURN RELIANCE TRUST COMPANY · EIN 46-7425989 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
