Francesca Cantarella signed Conservation International's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Conservation International's EIN is 52-1497470.
Download the official 2024 Form 5500 (PDF) for Conservation International from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Conservation International's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $129K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| MERCER (US) INC | — | CHICAGO, IL | OTHER | $65K | — |
| MCGLADREY LLP | — | CHICAGO, IL | OTHER | $40K | — |
| CONSERVATION INTERNTL FOUNDATION | — | ARLINGTON, VA | OTHER | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2045 | Mutual Funds | — | — | $23.3M | 17.5% | |
| Vanguard Institutional Target Retirement 2035 | Mutual Funds | — | — | $15.5M | 11.7% | |
| Mass Mutual Financial Group Mass Mutual S & P 500( R) Index I | Common Collective Trusts | — | — | $9.5M | 7.1% | |
| Vanguard Institutional Target Retirement 2025 | Mutual Funds | — | — | $8.8M | 6.6% | |
| Calvert US Large Cap Core RSPNB Index R6 | Other securities | — | — | $6.6M | 5.0% | |
| Vanguard Institutional Target Retirement 2055 | Mutual Funds | — | — | $4.9M | 3.7% | |
| TIAA Traditional Non-Benefit Responsive | Mutual Funds | — | — | $4.5M | 3.4% | |
| College Retirementirement Equities Fund CREF Stock | Mutual Funds | — | — | $3.9M | 2.9% | |
| Vanguard Institutional Target Retirement 2050 | Mutual Funds | — | — | $3.5M | 2.6% | |
| College Retirementirement Equities Fund CREF Growth | Mutual Funds | — | — | $3.5M | 2.6% | |
| NYLI Winslow Large Cap Growth R6 | Other securities | — | — | $3.4M | 2.5% | |
| Vanguard Small Cap Iindex Adm | Mutual Funds | — | — | $3.3M | 2.5% | |
| Mass Mutual Financial Group Capital Preservation Account | Common Stocks | — | — | $3.2M | 2.4% | |
| Vanguard Ftse All- Wld EX- US Index Admiral | Mutual Funds | — | — | $3.2M | 2.4% | |
| American Funds American Funds Europacific GR R6 | Mutual Funds | — | — | $2.8M | 2.1% | |
| Vanguard Institutional Target Retirement 2040 | Mutual Funds | — | — | $2.6M | 2.0% | |
| Vanguard Institutional Target Retirement 2030 | Mutual Funds | — | — | $2.6M | 1.9% | |
| Vanguard Institutional Target Retirement 2060 | Mutual Funds | — | — | $2.4M | 1.8% | |
| MFS Value R6 | Mutual Funds | — | — | $2.4M | 1.8% | |
| Invesco Small Cap Value R6 | Mutual Funds | — | — | $2.3M | 1.7% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $2.1M | 1.5% | |
| Calvert Bond R6 | U.S. Treasuries | — | — | $1.7M | 1.3% | |
| College Retirementirement Equities Fund CREF Social Choice | Mutual Funds | — | — | $1.6M | 1.2% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares | Other securities | — | — | $1.5M | 1.1% | |
| College Retirementirement Equities Fund CREF Global Equities | Mutual Funds | — | — | $1.4M | 1.1% | |
| Mass Mutual Financial Group Mass Mutual Total Retirementurn Bond I | Common Stocks | — | — | $1.3M | 0.9% | |
| College Retirementirement Equities Fund CREF Growth | Mutual Funds | — | — | $1.2M | 0.9% | |
| College Retirementirement Equities Fund CREF Equity Index | Common Collective Trusts | — | — | $1.2M | 0.9% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $1.0M | 0.8% | |
| Loomis Sayles Loomis Sayles Small Cap Growth N | Other securities | — | — | $892K | 0.7% | |
| College Retirementirement Equities Fund CREF Stock | Mutual Funds | — | — | $881K | 0.7% | |
| John Hancock John Hancock Disciplined Value Mid Cap R6 | Other securities | — | — | $831K | 0.6% | |
| Ishares U.S. Aggregate Bond Index K | Other securities | — | — | $739K | 0.6% | |
| Pimco Inflation Response Multi Asset Institutional | Mutual Funds | — | — | $650K | 0.5% | |
| 3.25% to 8.50%; maturing through 2032 | Bonds / Notes | — | — | $589K | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $569K | 0.4% | |
| College Retirementirement Equities Fund CREF Equity Index | Common Collective Trusts | — | — | $460K | 0.3% | |
| Vanguard Institutional Target Retirement 2065 Fund | Mutual Funds | — | — | $432K | 0.3% | |
| College Retirementirement Equities Fund CREF Bond Market | Mutual Funds | — | — | $387K | 0.3% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $346K | 0.3% | |
| College Retirementirement Equities Fund CREF Inflation-Linked Bond | Mutual Funds | — | — | $325K | 0.2% | |
| College Retirementirement Equities Fund CREF Global Equities | Mutual Funds | — | — | $317K | 0.2% | |
| College Retirementirement Equities Fund CREF Social Choice | Mutual Funds | — | — | $182K | 0.1% | |
| Vanguard Institutional Target Retirement 2020 | Mutual Funds | — | — | $160K | 0.1% | |
| College Retirementirement Equities Fund CREF Money Market | Mutual Funds | — | — | $109K | <0.1% | |
| Vanguard Institutional Target Retirement Inc | Mutual Funds | — | — | $97K | <0.1% | |
| College Retirementirement Equities Fund CREF Bond Market | Mutual Funds | — | — | $70K | <0.1% | |
| College Retirementirement Equities Fund CREF Money Market | Mutual Funds | — | — | $49K | <0.1% | |
| College Retirementirement Equities Fund CREF Inflation-Linked Bond | Mutual Funds | — | — | $36K | <0.1% |
