Todd Bidwell signed Universities Space Research Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Universities Space Research Association's EIN is 52-0892064.
Download the official 2024 Form 5500 (PDF) for Universities Space Research Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Universities Space Research Association'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRP FINANCIAL LLC | 47-1411118 | — | INVESTMENT ADVISOR | $6K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * College Retirement Equities Fund CREF Stock R2 Fund | Mutual Funds | — | — | $29.7M | 22.8% | |
| Fixed Rate Annuity Contracts * Teachers Insurance and Annuity Association of America TIAA Traditional Non Benefit-responsive | Mutual Funds | — | — | $26.1M | 20.0% | |
| College Retirement Equities Fund CREF Growth R2 Fund | Mutual Funds | — | — | $12.5M | 9.6% | |
| College Retirement Equities Fund CREF Equity Index R2 Fund | Common Collective Trusts | — | — | $9.9M | 7.6% | |
| College Retirement Equities Fund CREF Global Equities R2 Fund | Mutual Funds | — | — | $9.3M | 7.1% | |
| College Retirement Equities Fund CREF Social Choice R2 Fund | Mutual Funds | — | — | $5.6M | 4.3% | |
| Teachers Insurance and Annuity Association of America Traditional Benefit-responsive | Other securities | — | — | $5.5M | 4.2% | |
| College Retirement Equities Fund CREF Bond Market R2 Fund | Mutual Funds | — | — | $4.9M | 3.8% | |
| College Retirement Equities Fund CREF Inflation-Linked Bond R2 Fund | Mutual Funds | — | — | $2.2M | 1.7% | |
| TIAA-REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.2M | 1.7% | |
| Teachers Insurance and Annuity Association of America Nuveen Large Cap Retirement Fund | Mutual Funds | — | — | $2.1M | 1.6% | |
| College Retirement Equities Fund Money Market Fund | Cash / Money Market | — | — | $2.0M | 1.6% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.6M | 1.2% | |
| Teachers Insurance and Annuity Association of America Nuveen Lifecycle 2025 Retirement Fund | Mutual Funds | — | — | $1.5M | 1.2% | |
| Teachers Insurance and Annuity Association of America Nuveen Lifecycle 2030 Retirement Fund | Mutual Funds | — | — | $1.5M | 1.2% | |
| Legg Mason/Western Asset Western Asset Core Bond IS Fund - JP Morgan JPMorgan Lg Cap Growth R6 Fund | Other securities | — | — | $1.2M | 0.9% | |
| Teachers Insurance and Annuity Association of America Nuveen Lifecycle 2040 Retirement Fund | Mutual Funds | — | — | $1.1M | 0.9% | |
| Teachers Insurance and Annuity Association of America Nuveen International Equity Fund | Mutual Funds | — | — | $1.1M | 0.8% | |
| Franklin Templeton Franklin Small Cap Growth Advanced Fund | Mutual Funds | — | — | $748K | 0.6% | |
| Teachers Insurance and Annuity Association of America Nuveen Small-Cap Equity Retirement Fund | Mutual Funds | — | — | $653K | 0.5% | |
| Teachers Insurance and Annuity Association of America Nuveen Lifecycle 2020 Retirement Fund | Mutual Funds | — | — | $597K | 0.5% | |
| JP Morgan JPMorgan Equity Income Fund | Common Stocks | — | — | $588K | 0.5% | |
| Teachers Insurance and Annuity Association of America Nuveen Mid-Cap Value Retirement Fund | Mutual Funds | — | — | $526K | 0.4% | |
| Teachers Insurance and Annuity Association of America Nuveen Lifecycle 2010 Retirement Fund | Mutual Funds | — | — | $499K | 0.4% | |
| Prudential PGIM High Yield Fund | Other securities | — | — | $443K | 0.3% | |
| Vanguard FTSE Social Index Fund | Common Collective Trusts | — | — | $421K | 0.3% | |
| Fidelity Frdm Idx 2030 Instl Prem | Common Collective Trusts | — | — | $348K | 0.3% | |
| Lincoln National Life Insurance Company Lincoln Stable Value Account | Stable Value | — | — | $337K | 0.3% | |
| Fidelity Frdm Idx 2020 Instl Prem | Common Collective Trusts | — | — | $335K | 0.3% | |
| Fidelity Freedom Idx 2025 Institutional Fund | Common Collective Trusts | — | — | $333K | 0.3% | |
| Teachers Insurance and Annuity Association of America Nuveen Mid-Cap Growth Retirement Fund | Mutual Funds | — | — | $327K | 0.3% | |
| Vanguard Information Technology Index Fund | Common Collective Trusts | — | — | $324K | 0.2% | |
| Teachers Insurance and Annuity Association of America Nuveen Lifecycle 2015 Retirement Fund | Mutual Funds | — | — | $310K | 0.2% | |
| Fidelity Freedom Idex 2045 Institutional Fund | Mutual Funds | — | — | $287K | 0.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $273K | 0.2% | |
| Fidelity Frdm Idx 2035 Instl Prem | Common Collective Trusts | — | — | $263K | 0.2% | |
| Vanguard International Value Fund | Mutual Funds | — | — | $214K | 0.2% | |
| Vanguard Intl Val | Mutual Funds | — | — | $214K | 0.2% | |
| Fidelity Freedom Idex 2040 Institutional Fund | Mutual Funds | — | — | $213K | 0.2% | |
| Western Asset ClearBridge International Growth Fund | Other securities | — | — | $207K | 0.2% | |
| Teachers Insurance and Annuity Association of America Nuveen Lifecycle 2045 Retirement Fund | Mutual Funds | — | — | $196K | 0.2% | |
| JP Morgan JPMorgan Mid Cap Growth R6 Fund | Other securities | — | — | $163K | 0.1% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $152K | 0.1% | |
| Fidelity International Index | Mutual Funds | — | — | $148K | 0.1% | |
| Franklin Templeton Franklin Small Cap Value Fund | Mutual Funds | — | — | $133K | 0.1% | |
| American Funds American Funds New World R6 Fund | Mutual Funds | — | — | $133K | 0.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $120K | <0.1% | |
| Teachers Insurance and Annuity Association of America Nuveen Lifecycle 2050 Retirement Fund | Mutual Funds | — | — | $105K | <0.1% | |
| Fidelity Freedom Idx 2050 Institutional Fund | Common Collective Trusts | — | — | $93K | <0.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $93K | <0.1% |
