Patricia A. McGuire signed Trinity Washington University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trinity Washington University's EIN is 53-0196640.
Download the official 2024 Form 5500 (PDF) for Trinity Washington University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trinity Washington University'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.
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 | |||||
|---|---|---|---|---|---|---|
| CREF Stock Account R2 | Mutual Funds | — | — | $7.7M | 22.3% | |
| TIAA Traditional Non Benefit-Responsive Annuity | Mutual Funds | — | — | $7.4M | 21.4% | |
| CREF Growth Account R2 | Mutual Funds | — | — | $4.8M | 13.8% | |
| CREF Equity Index Account R2 | Common Collective Trusts | — | — | $3.4M | 9.9% | |
| CREF Social Choice Account R2 | Mutual Funds | — | — | $2.6M | 7.5% | |
| CREF Global Equities Account R2 | Mutual Funds | — | — | $2.6M | 7.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.4M | 4.0% | |
| CREF Inflation-Linked Bond Account R2 | Mutual Funds | — | — | $1.2M | 3.4% | |
| CREF Core Bond Account R2 | Mutual Funds | — | — | $1.2M | 3.4% | |
| CREF Money Market Account R2 | Mutual Funds | — | — | $1.1M | 3.2% | |
| Vanguard Federal Money Market Investor Fund | Mutual Funds | — | — | $297K | 0.9% | |
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $243K | 0.7% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $155K | 0.5% | |
| Vanguard Total International Stock Index Fund Admiral | Common Collective Trusts | — | — | $113K | 0.3% | |
| Vanguard Total Bond Market Index Fund Admiral | Common Collective Trusts | — | — | $75K | 0.2% | |
| TIAA Access Nuveen Lifecycle Index 2035 Fund R6 | Mutual Funds | — | — | $71K | 0.2% | |
| TIAA Access Nuveen Lifecycle Index 2045 Fund R6 | Mutual Funds | — | — | $71K | 0.2% | |
| Vanguard Small-Cap Index Fund Admiral | Common Collective Trusts | — | — | $42K | 0.1% | |
| TIAA Access Nuveen Lifecycle Index 2050 Fund R6 | Mutual Funds | — | — | $21K | <0.1% | |
| TIAA Access Nuveen Lifecycle Index 2055 Fund R6 | Mutual Funds | — | — | $19K | <0.1% | |
| Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $19K | <0.1% | |
| TIAA Access Nuveen Lifecycle Index 2030 Fund R6 | Mutual Funds | — | — | $19K | <0.1% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $12K | <0.1% | |
| BlackRock Total Return K Fund | Other securities | — | — | $8K | <0.1% | |
| TIAA Access Nuveen Lifecycle Index 2060 Fund R6 | Mutual Funds | — | — | $8K | <0.1% | |
| TIAA Traditional Benefit-Responsive Annuity | Mutual Funds | — | — | $4K | <0.1% | |
| John Hancock Disciplined Value Mid Cap Fund I | Other securities | — | — | $3K | <0.1% | |
| American Beacon Small Cap Value Fund R6 | Other securities | — | — | $3K | <0.1% | |
| Principal Small Cap Growth Fund I R6 | Other securities | — | — | $3K | <0.1% | |
| Carillon Eagle Mid Cap Growth Fund R6 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
