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Original filing (PDF)20251007165534NAL0002834675001
WORLD WILDLIFE FUND, INC.
Form 5500
FILING_RECEIVED
WORLD WILDLIFE FUND, INC. TAX DEFERRED PENSION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
748
Accounts w/ balance
963
Plan assets (EOY)
$232.6M
Net assets (EOY)
$232.6M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORLD WILDLIFE FUND, INC..
Plan sponsor
Name
WORLD WILDLIFE FUND, INC.
EIN
52-1693387
Address
1250 24TH STREET NORTHWEST · WASHINGTON DC, DC · 20037
Phone
(202) 495-4115
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $114K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $56K | — |
Investments
36 direct securities· $231.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $22.8M | 9.8% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2045 R6 Fd | — | — | — | $18.3M | 7.9% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2050 R6 Fd | — | — | — | $17.9M | 7.7% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2040 R6 Fd | — | — | — | $17.6M | 7.6% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2035 R6 Fd | — | — | — | $17.0M | 7.3% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2030 R6 Fd | — | — | — | $16.1M | 6.9% | |
| Fidelity Investments Fidelity Large Cap Growth Index | — | — | — | $14.8M | 6.4% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2025 R6 Fd | — | — | — | $11.2M | 4.8% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2055 R6 Fd | — | — | — | $10.0M | 4.3% | |
| Fidelity Investments Fidelity Extended Mkt Idx Fd | — | — | — | $8.9M | 3.8% | |
| Columbia Dividend Income Instl 3 | — | — | — | $7.3M | 3.1% | |
| Group annuity contract * New York Life Investments NYL Guaranteed Interest Account 10 | — | — | — | $6.8M | 2.9% | |
| Calvert Funds Calvert Equity I Fund | — | — | — | $6.7M | 2.9% | |
| Dodge and Cox Funds Dodge & Cox Income Fund Class X | — | — | — | $6.0M | 2.6% | |
| Fidelity Investments Fidelity Mid Cap Growth Index | — | — | — | $5.2M | 2.3% | |
| American Funds Service Company Am Fds EuroPacific Grth R6 Fd | — | — | — | $4.8M | 2.1% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2020 R6 Fd | — | — | — | $3.7M | 1.6% | |
| Self-directed brokerage accounts * Empower Funds Brokerage Account | — | — | — | $3.6M | 1.5% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $3.5M | 1.5% | |
| American Century Investments Amer Century Sml Cap Val R6 Fd | — | — | — | $3.5M | 1.5% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2060 R6 Fd | — | — | — | $3.0M | 1.3% | |
| Principal Funds Inc Principal Real Estate Securities R6 Fund | — | — | — | $2.8M | 1.2% | |
| Principal Funds Inc Principal MidCap Value I R6 Fund | — | — | — | $2.6M | 1.1% | |
| Fidelity Investments Fidelity Total Int Idx Fund | — | — | — | $2.5M | 1.1% | |
| American Funds Service Company American Funds NewWorld R6 | — | — | — | $2.4M | 1.0% | |
| Fidelity Investments Fidelity U.S. Sust Idx Fd | — | — | — | $1.8M | 0.8% | |
| Calvert Funds Calvert Mod Allocation I Fund | — | — | — | $1.7M | 0.7% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2015 R6 Fd | — | — | — | $1.6M | 0.7% | |
| DFA Intl Sust Cr 1 Fd | — | — | — | $1.4M | 0.6% | |
| PGIM Investments PGIM Jennison Small Co Z Fd | — | — | — | $1.2M | 0.5% | |
| Calvert Funds Calvert Grth Allocation I Fund | — | — | — | $1.2M | 0.5% | |
| Calvert Funds Calvert Cons Allocation I Fund | — | — | — | $1.0M | 0.4% | |
| Nuveen Investments Nuveen Core Impact Bond R6 | — | — | — | $980K | 0.4% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2065 R6 Fd | — | — | — | $922K | 0.4% | |
| Bank of New York Mellon Dreyfus Government Cash Mgmt Institutional | — | — | — | $34K | <0.1% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2010 R6 Fd | — | — | — | $32K | <0.1% |