Sanford School's EIN is 51-0064331.
Download the official 2023 Form 5500 (PDF) for Sanford School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Sanford School's plan includes a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BIDDLE CAPITAL MANAGEMENT, INC. | 52-2044910 | WILMINGTON, DE | INVESTMENT ADVISORY | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| " Traditional Annuity - Non-Benefit-Responsive - | Other securities | — | — | $6.4M | 21.0% | |
| " CREF Stock Account - Share Class R1 - | Mutual Funds | — | — | $3.5M | 11.3% | |
| Dodge & Cox Stock Fund - | Mutual Funds | — | — | $2.3M | 7.4% | |
| " CREF Growth Account - Share Class R1 - | Mutual Funds | — | — | $2.1M | 6.8% | |
| American Funds American Balanced Fund - Share Class R6 - | Mutual Funds | — | — | $1.9M | 6.2% | |
| JPMorgan Large-Cap Growth Fund - Class R6 - | Other securities | — | — | $1.6M | 5.1% | |
| " CREF Global Equities Account - Share Class R1 - | Mutual Funds | — | — | $1.4M | 4.5% | |
| " Traditional Annuity - Benefit-Responsive - | Other securities | — | — | $1.3M | 4.3% | |
| Baird Aggregate Bond Fund - Institutional Class R6 - | Other securities | — | — | $823K | 2.7% | |
| " Large-Cap Growth Fund - Institutional Class - | Other securities | — | — | $815K | 2.7% | |
| " S&P 500 Index Fund - Institutional Class - | Common Collective Trusts | — | — | $782K | 2.6% | |
| TIAA-CREF International Equity Index Fund - Institutional Class - | Common Collective Trusts | — | — | $509K | 1.7% | |
| T. Rowe Price Large-Cap Growth Fund - Institutional Class - | Other securities | — | — | $500K | 1.6% | |
| " Access Equity Index Fund - Institutional Class - | Common Collective Trusts | — | — | $479K | 1.6% | |
| " CREF Equity Index Account - Share Class R1 - | Common Collective Trusts | — | — | $452K | 1.5% | |
| " Small-Cap Growth Fund - Share Class R6 - | Other securities | — | — | $438K | 1.4% | |
| Franklin Small-Cap Value Fund - Share Class R6 - | Mutual Funds | — | — | $425K | 1.4% | |
| Causeway International Value Fund - Institutional Class - | Other securities | — | — | $415K | 1.4% | |
| " High Yield Bond Portfolio - Class K - | Other securities | — | — | $409K | 1.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $367K | 1.2% | |
| " Access International Equity Fund - Institutional Class - | Other securities | — | — | $366K | 1.2% | |
| " Stable Value - | Stable Value | — | — | $348K | 1.1% | |
| Vanguard Equity Income Fund - Admiral Share Class - | Mutual Funds | — | — | $311K | 1.0% | |
| " CREF Core Bond Class R1 - | Mutual Funds | — | — | $273K | 0.9% | |
| " CREF Social Choice Account - Share Class R1 - | Mutual Funds | — | — | $256K | 0.8% | |
| First Eagle Gold Fund - Class R6 - | Other securities | — | — | $224K | 0.7% | |
| " Access Large-Cap Growth Fund - Institutional Class - | Other securities | — | — | $217K | 0.7% | |
| " Mid-Cap Index Fund - Admiral Share Class - | Common Collective Trusts | — | — | $211K | 0.7% | |
| " Access Large-Cap Value Fund - Institutional Class - | Other securities | — | — | $208K | 0.7% | |
| " Small-Cap Blend Index Fund - Institutional Class - | Common Collective Trusts | — | — | $196K | 0.6% | |
| " Access Small-Cap Equity Fund - Institutional Class - | Other securities | — | — | $114K | 0.4% | |
| " Access Social Choice Equity Fund - Institutional Class - | Other securities | — | — | $95K | 0.3% | |
| " Access Real Estate Securities Fund - Institutional Class - | Other securities | — | — | $90K | 0.3% | |
| TIAA CREF Inflation-Linked Bond Account - Share Class R1 - | Mutual Funds | — | — | $86K | 0.3% | |
| " Access Lifecycle 2035 Fund - Institutional Class - | Other securities | — | — | $83K | 0.3% | |
| " CREF Money Market Account - Share Class R1 - | Mutual Funds | — | — | $82K | 0.3% | |
| " Access Mid-Cap Value Fund - Institutional Class - | Other securities | — | — | $74K | 0.2% | |
| MFS Growth Allocation - Share Class R4 - | Mutual Funds | — | — | $71K | 0.2% | |
| " Real Estate Index Fund - Admiral Share Class - | Common Collective Trusts | — | — | $68K | 0.2% | |
| " Access Small-Cap Blend Fund - Institutional Class - | Other securities | — | — | $57K | 0.2% | |
| " Access Lifecycle 2025 Fund - Institutional Class - 557 * " Access Lifecycle 2030 Fund - Institutional Class - | Other securities | — | — | $55K | 0.2% | |
| " U.S. Government Securities Fund - Class R6 - | Other securities | — | — | $54K | 0.2% | |
| " Access Mid-Cap Growth Fund - Institutional Class - | Other securities | — | — | $44K | 0.1% | |
| " Total Bond Market Index Fund - Admiral Share Class - | Common Collective Trusts | — | — | $37K | 0.1% | |
| " Access Lifecycle 2015 Fund - Institutional Class - | Other securities | — | — | $34K | 0.1% | |
| BlackRock Sustainable Advantage Large-Cap Core Fund - Class K - | Other securities | — | — | $26K | <0.1% | |
| " Access Lifecycle 2050 Fund - Institutional Class - | Other securities | — | — | $25K | <0.1% | |
| " Access Growth and Income Fund - Institutional Class - | Other securities | — | — | $18K | <0.1% | |
| " Capital World Bond Fund - Share Class R6 - | Other securities | — | — | $17K | <0.1% | |
| Calvert Conservative Allocation Fund - Share Class A - | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
