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Original filing (PDF)20251014102404NAL0005452210003
JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES
Form 5500
FILING_RECEIVED
JOHNS HOPKINS UNIVERSITY 403(B) PLAN
403(b) retirement plan
Active participants
25,218
Accounts w/ balance
34,521
Plan assets (EOY)
$8.8B
Net assets (EOY)
$8.8B
How this plan invests
This plan
1 pooled trust
Schedule D
108 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES.
Plan sponsor
Name
JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES
EIN
52-0595110
Address
3910 KESWICK ROAD · SUITE N4329 · BALTIMORE, MD · 212112226
Phone
(410) 516-2000
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
SB & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $958K | — |
Investments
106 direct securities · 1 pooled fund· $8.8B(100% of reported assets)
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.
Uncategorized
$8.7B
106 holdings
Pooled Separate Account
$75.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retire 2035 Registered investment companies | — | — | — | $677.3M | 7.7% | |
| Vanguard Target Retire 2030 Registered investment companies | — | — | — | $620.6M | 7.1% | |
| Vanguard Target Retire 2040 Registered investment companies | — | — | — | $583.3M | 6.6% | |
| Vanguard Inst Idx Inst Plus Registered investment companies | — | — | — | $532.1M | 6.0% | |
| Vanguard Target Retire 2025 Registered investment companies | — | — | — | $503.1M | 5.7% | |
| TIAA RA Contracts Insurance contracts | — | — | — | $500.0M | 5.7% | |
| Vanguard Target Retire 2045 Registered investment companies | — | — | — | $477.9M | 5.4% | |
| CREF Stock R3 Registered investment companies | — | — | — | $447.7M | 5.1% | |
| Vanguard Total St Mk Ix In Pl Registered investment companies | — | — | — | $393.1M | 4.5% | |
| Vanguard Target Retire 2020 Registered investment companies | — | — | — | $325.3M | 3.7% | |
| Vanguard Target Retire Income Registered investment companies | — | — | — | $306.6M | 3.5% | |
| Vanguard Target Retire 2050 Registered investment companies | — | — | — | $269.9M | 3.1% | |
| JPMorgan Large Cap Growth R6 Registered investment companies | — | — | — | $166.2M | 1.9% | |
| Vanguard PRIMECAP Adm Registered investment companies | — | — | — | $153.5M | 1.7% | |
| Vanguard Growth Index Inst Registered investment companies | — | — | — | $150.6M | 1.7% | |
| CREF Growth R3 Registered investment companies | — | — | — | $149.3M | 1.7% | |
| Vanguard Value Index Inst Registered investment companies | — | — | — | $130.4M | 1.5% | |
| TIAA Retirement Choice Contracts Insurance contracts | — | — | — | $129.2M | 1.5% | |
| Vanguard Ttl Bd Mkt Idx InstPl Registered investment companies | — | — | — | $123.9M | 1.4% | |
| TIAA GSRA Contracts Insurance contracts | — | — | — | $122.8M | 1.4% | |
| Vanguard Devlopd Mkts Idx Ins Registered investment companies | — | — | — | $120.6M | 1.4% | |
| CREF Global Equities R3 Registered investment companies | — | — | — | $114.1M | 1.3% | |
| Vanguard Treasury MoneyMkt Inv Registered investment companies | — | — | — | $112.9M | 1.3% | |
| Vanguard Target Retire 2055 Registered investment companies | — | — | — | $99.7M | 1.1% | |
| CREF Equity Index R3 Registered investment companies | — | — | — | $97.4M | 1.1% | |
| Vanguard Equity Income Adm Registered investment companies | — | — | — | $94.6M | 1.1% | |
| Vanguard Ttl Intl Stk Idx Inst Registered investment companies | — | — | — | $94.4M | 1.1% | |
| Vanguard Small-Cap Idx Inst Registered investment companies | — | — | — | $91.1M | 1.0% | |
| Vanguard Short-Trm Bd Idx Inst Registered investment companies | — | — | — | $88.5M | 1.0% | |
| TIAA Self-directed brokerage accounts Various | — | — | — | $87.1M | 1.0% | |
| CREF Social Choice R3 Registered investment companies | — | — | — | $79.4M | 0.9% | |
| TIAA GRA Contracts Insurance contracts | — | — | — | $76.1M | 0.9% | |
| TIAA-REAL-ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $75.5M | 0.9% | |
| Vanguard Emr Mkts Stk Idx Inst Registered investment companies | — | — | — | $75.5M | 0.9% | |
| CREF Money Market R3 Registered investment companies | — | — | — | $58.1M | 0.7% | |
| MFS Intl Diversification Cl R6 Registered investment companies | — | — | — | $56.7M | 0.6% | |
| Vanguard Mid-Cap Idx Inst Registered investment companies | — | — | — | $48.4M | 0.6% | |
| Vanguard Small-Cap Val Idx Inst Registered investment companies | — | — | — | $43.5M | 0.5% | |
| Vanguard Mid-Cap Grw Idx Adm Registered investment companies | — | — | — | $40.5M | 0.5% | |
| CREF Core Bond R3 Registered investment companies | — | — | — | $39.9M | 0.5% | |
| Vanguard Shrt-Term IP Sec Id I Registered investment companies | — | — | — | $39.8M | 0.5% | |
| Vanguard Infl Protect Sec Inst Registered investment companies | — | — | — | $35.3M | 0.4% | |
| Vanguard Target Retire 2060 Registered investment companies | — | — | — | $32.5M | 0.4% | |
| Vanguard Long-Trm Bd Idx Inst Registered investment companies | — | — | — | $30.4M | 0.3% | |
| MFS Mid Cap Value Class R6 Registered investment companies | — | — | — | $29.0M | 0.3% | |
| PGIM Total Return Bond R6 Registered investment companies | — | — | — | $28.0M | 0.3% | |
| TIAA SRA Contracts Insurance contracts | — | — | — | $25.5M | 0.3% | |
| Vanguard FTSE Social Idx Instl Registered investment companies | — | — | — | $25.5M | 0.3% | |
| Vanguard Small-Cap Grw Idx Inst Registered investment companies | — | — | — | $24.6M | 0.3% | |
| CREF Inflation-Linked Bond R3 Registered investment companies | — | — | — | $21.6M | 0.2% | |
| Vanguard Mid-Cap Value Idx Adm Registered investment companies | — | — | — | $14.2M | 0.2% | |
| Vanguard Ttl Intl Bnd Idx Inst Registered investment companies | — | — | — | $13.1M | 0.1% | |
| Empower Guaranteed Investment Contract Guaranteed investment contract | — | — | — | $12.1M | 0.1% | |
| Allspring Spec SmallCap Val R6 Registered investment companies | — | — | — | $11.3M | 0.1% | |
| Vanguard Target Retire 2065 Registered investment companies | — | — | — | $10.1M | 0.1% | |
| BlackRock Mid Cap Growth Eq K Registered investment companies | — | — | — | $7.9M | <0.1% | |
| VALIC Fixed Account Plus Insurance contracts | — | — | — | $7.0M | <0.1% | |
| VALIC Stock Index Fund Registered investment companies | — | — | — | $6.9M | <0.1% | |
| VALIC Science & Technology Fund Registered investment companies | — | — | — | $6.4M | <0.1% | |
| Loomis Sayles Sm Cap Growth N Registered investment companies | — | — | — | $4.9M | <0.1% | |
| VALIC Core Bond Fund Registered investment companies | — | — | — | $3.4M | <0.1% | |
| VALIC Growth Fund Registered investment companies | — | — | — | $2.8M | <0.1% | |
| VALIC Short Term Fixed Account Insurance contracts | — | — | — | $2.5M | <0.1% | |
| VALIC Vanguard Windsor II Registered investment companies | — | — | — | $2.2M | <0.1% | |
| VALIC Mid Cap Strategic Gwth Registered investment companies | — | — | — | $2.2M | <0.1% | |
| VALIC Mid Cap Index Fund Registered investment companies | — | — | — | $2.1M | <0.1% | |
| VALIC Internatl Equities Index Fund Registered investment companies | — | — | — | $1.8M | <0.1% | |
| VALIC Large Capital Growth Registered investment companies | — | — | — | $1.6M | <0.1% | |
| VALIC Systematic Core Fund Registered investment companies | — | — | — | $1.6M | <0.1% | |
| VALIC Emerging Economies Registered investment companies | — | — | — | $1.3M | <0.1% | |
| VALIC Intl Socially Responsible Fund Registered investment companies | — | — | — | $1.2M | <0.1% | |
| VALIC International Value Fund Registered investment companies | — | — | — | $1.1M | <0.1% | |
| VALIC GS Vit Gov Money Mkt Fd Inst Registered investment companies | — | — | — | $973K | <0.1% | |
| VALIC Mid Cap Value Fund Registered investment companies | — | — | — | $836K | <0.1% | |
| VALIC Systematic Growth Fund Registered investment companies | — | — | — | $816K | <0.1% | |
| VALIC US Socially Responsible Fund Registered investment companies | — | — | — | $778K | <0.1% | |
| VALIC VC I Capital Appreciation Registered investment companies | — | — | — | $726K | <0.1% | |
| Vanguard Target Retire 2070 Registered investment companies | — | — | — | $687K | <0.1% | |
| VALIC Vanguard Lifestrategy Growth Registered investment companies | — | — | — | $658K | <0.1% | |
| VALIC Ariel Fund Registered investment companies | — | — | — | $653K | <0.1% | |
| VALIC Amer Beacon Brdwy Lrg Cp Grw I Registered investment companies 664 * VALIC Ariel Appreciation Fund Registered investment companies | — | — | — | $620K | <0.1% | |
| VALIC Small Cap Index Fund Registered investment companies | — | — | — | $597K | <0.1% | |
| VALIC Inflation Protected Fund Registered investment companies | — | — | — | $588K | <0.1% | |
| VALIC Vanguard Wellington Fund Inc Registered investment companies | — | — | — | $542K | <0.1% | |
| VALIC Moderate Growth Lifestyle Registered investment companies | — | — | — | $503K | <0.1% | |
| TIAA Plan LD Fund Insurance contracts | — | — | — | $489K | <0.1% | |
| VALIC Nasdaq-100(R) Index Fund Registered investment companies | — | — | — | $470K | <0.1% | |
| VALIC Global Real Estate Fund Registered investment companies | — | — | — | $421K | <0.1% | |
| VALIC Dividend Value Registered investment companies | — | — | — | $400K | <0.1% | |
| VALIC Small Cap Growth Fund Registered investment companies | — | — | — | $366K | <0.1% | |
| VALIC High Yield Bond Fund Registered investment companies | — | — | — | $298K | <0.1% | |
| VALIC International Growth Fund Registered investment companies | — | — | — | $291K | <0.1% | |
| VALIC Systematic Value Registered investment companies | — | — | — | $265K | <0.1% | |
| VALIC Intl Opportunities Registered investment companies | — | — | — | $261K | <0.1% | |
| VALIC Global Strategy Registered investment companies | — | — | — | $238K | <0.1% | |
| VALIC Government Securities Fund Registered investment companies | — | — | — | $234K | <0.1% | |
| VALIC Loan Collateral Fund Registered investment companies | — | — | — | $234K | <0.1% | |
| VALIC Small Cap Value Fund Registered investment companies | — | — | — | $219K | <0.1% | |
| VALIC International Government Bond Registered investment companies | — | — | — | $196K | <0.1% | |
| VALIC Vanguard Long-Term Treasury Registered investment companies | — | — | — | $194K | <0.1% | |
| VALIC Aggressive Growth Lifestyle Registered investment companies | — | — | — | $115K | <0.1% | |
| VALIC VC I Conserv Growth Lifestyle Registered investment companies | — | — | — | $110K | <0.1% | |
| VALIC Vanguard Lt Inv-Grade Fund Registered investment companies | — | — | — | $77K | <0.1% | |
| VALIC Vanguard Lifestrategy Conservative Registered investment companies | — | — | — | $64K | <0.1% | |
| VALIC Asset Allocation Fund Registered investment companies | — | — | — | $62K | <0.1% | |
| VALIC Vanguard Lifestrategy Modera Registered investment companies | — | — | — | $47K | <0.1% | |
| VALIC Loan Escrow Fund Registered investment companies | — | — | — | $3K | <0.1% |