Regina M. Lloyd signed Institute for Operations Research & the Management Sciences (Informs)'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Institute for Operations Research & the Management Sciences (Informs)'s EIN is 52-1898636.
Download the official 2022 Form 5500 (PDF) for Institute for Operations Research & the Management Sciences (Informs) from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Institute for Operations Research & the Management Sciences (Informs)'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non-Benefit Responsive - | Mutual Funds | — | — | $2.2M | 24.3% | |
| CREF Stock - | Mutual Funds | — | — | $855K | 9.6% | |
| " Global Equities - | Other securities | — | — | $771K | 8.7% | |
| " Social Choice - | Other securities | — | — | $523K | 5.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $499K | 5.6% | |
| " Growth - | Other securities | — | — | $490K | 5.5% | |
| " Core Bond - | Other securities | — | — | $317K | 3.6% | |
| " Access International Equity - | Other securities | — | — | $316K | 3.6% | |
| " Access Lifecycle 2050 - | Other securities | — | — | $313K | 3.5% | |
| " Access Lifecycle 2040 - | Other securities | — | — | $294K | 3.3% | |
| " Access Large-Cap Growth - | Other securities | — | — | $279K | 3.1% | |
| " Access Lifecycle 2035 - | Other securities | — | — | $270K | 3.0% | |
| " Equity Index - | Common Collective Trusts | — | — | $232K | 2.6% | |
| " Access Lifecycle 2030 - | Other securities | — | — | $228K | 2.6% | |
| " Access Large-Cap Value - | Other securities | — | — | $199K | 2.3% | |
| " Inflation-Linked Bond - | Other securities | — | — | $168K | 1.9% | |
| " Access Mid-Cap Value - | Other securities | — | — | $158K | 1.8% | |
| " Access Small-Cap - | Other securities | — | — | $151K | 1.7% | |
| " Access Real Estate Securities - | Other securities | — | — | $136K | 1.5% | |
| " Access Mid-Cap Growth - | Other securities | — | — | $121K | 1.4% | |
| " Access Quant Small-Cap - | Other securities | — | — | $88K | 1.0% | |
| " Access Growth & Income - | Other securities | — | — | $88K | 1.0% | |
| " Access Lifecycle 2045 - | Other securities | — | — | $69K | 0.8% | |
| " Access Social Choice - | Other securities | — | — | $43K | 0.5% | |
| " Money Market - | Cash / Money Market | — | — | $33K | 0.4% | |
| " Access Lifecycle 2025 - | Other securities | — | — | $33K | 0.4% | |
| " Access Lifecycle 2055 - | Other securities | — | — | $27K | 0.3% | |
| " Access Lifecycle 2060 - | Other securities | — | — | $3K | <0.1% | |
| " Access Core Bond Plus - | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
