GREG Lohrentz signed Kansas State University Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kansas State University Foundation's EIN is 48-0667209.
Download the official 2024 Form 5500 (PDF) for Kansas State University Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kansas State University Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | CONTRACT ADMIN | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | ADVISOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity | Mutual Funds | — | — | $4.6M | 12.9% | |
| JPMorgan | Other securities | — | — | $2.3M | 6.4% | |
| Teachers Insurance and Annuity Assoc of America | Other securities | — | — | $1.9M | 5.3% | |
| iShares | Other securities | — | — | $1.9M | 5.1% | |
| Vanguard | Mutual Funds | — | — | $1.8M | 4.9% | |
| Nuveen | Mutual Funds | — | — | $1.7M | 4.8% | |
| College Retirement Equities Fund | Other securities | — | — | $1.6M | 4.4% | |
| Vanguard | Mutual Funds | — | — | $1.3M | 3.7% | |
| Nuveen | Mutual Funds | — | — | $1.3M | 3.6% | |
| College Retirement Equities Fund | Other securities | — | — | $1.3M | 3.5% | |
| Nuveen | Mutual Funds | — | — | $1.2M | 3.4% | |
| Vanguard | Mutual Funds | — | — | $1.2M | 3.3% | |
| Nuveen | Mutual Funds | — | — | $1.1M | 2.9% | |
| American Funds | Mutual Funds | — | — | $1.1M | 2.9% | |
| Vanguard | Mutual Funds | — | — | $988K | 2.7% | |
| Voya | Other securities | — | — | $886K | 2.5% | |
| American Funds | Mutual Funds | — | — | $809K | 2.2% | |
| Fidelity | Mutual Funds | — | — | $806K | 2.2% | |
| Cohen And Steers | Other securities | — | — | $805K | 2.2% | |
| Vanguard | Mutual Funds | — | — | $704K | 2.0% | |
| Nuveen | Mutual Funds | — | — | $680K | 1.9% | |
| Teachers Insurance and Annuity Assoc of America | Other securities | — | — | $592K | 1.6% | |
| College Retirement Equities Fund | Other securities | — | — | $546K | 1.5% | |
| Nuveen | Mutual Funds | — | — | $502K | 1.4% | |
| Nuveen | Mutual Funds | — | — | $466K | 1.3% | |
| Vanguard | Mutual Funds | — | — | $458K | 1.3% | |
| JPMorgan | Other securities | — | — | $387K | 1.1% | |
| Nuveen | Mutual Funds | — | — | $317K | 0.9% | |
| Teachers Insurance and Annuity Assoc of America | Other securities | — | — | $306K | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $306K | 0.8% | |
| Nuveen | Mutual Funds | — | — | $302K | 0.8% | |
| Nuveen | Mutual Funds | — | — | $274K | 0.8% | |
| American Century | Other securities | — | — | $264K | 0.7% | |
| Vanguard | Mutual Funds | — | — | $176K | 0.5% | |
| Notes Receivable from Participants | Other securities | — | — | $173K | 0.5% | |
| Vanguard | Mutual Funds | — | — | $159K | 0.4% | |
| Teachers Insurance and Annuity Assoc of America | Other securities | — | — | $142K | 0.4% | |
| College Retirement Equities Fund | Other securities | — | — | $128K | 0.4% | |
| Teachers Insurance and Annuity Assoc of America | Other securities | — | — | $105K | 0.3% | |
| BlackRock | Other securities | — | — | $88K | 0.2% | |
| Teachers Insurance and Annuity Assoc of America | Other securities | — | — | $83K | 0.2% | |
| Nuveen | Mutual Funds | — | — | $82K | 0.2% | |
| College Retirement Equities Fund | Other securities | — | — | $74K | 0.2% | |
| Teachers Insurance and Annuity Assoc of America | Other securities | — | — | $61K | 0.2% | |
| College Retirement Equities Fund | Other securities | — | — | $55K | 0.2% | |
| Teachers Insurance and Annuity Assoc of America | Other securities | — | — | $54K | 0.2% | |
| Teachers Insurance and Annuity Assoc of America | Other securities | — | — | $47K | 0.1% | |
| Teachers Insurance and Annuity Assoc of America | Other securities | — | — | $46K | 0.1% | |
| Nuveen | Mutual Funds | — | — | $44K | 0.1% | |
| College Retirement Equities Fund | Other securities | — | — | $42K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
