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Original filing (PDF)20251013112008NAL0000529347001
NATIONAL ACADEMY OF SCIENCES
Form 5500
FILING_RECEIVED
NAS PRIMARY RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,202
Accounts w/ balance
3,164
Plan assets (EOY)
$398.2M
Net assets (EOY)
$398.2M
How this plan invests
This plan
1 pooled trust
Schedule D
38 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.
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL ACADEMY OF SCIENCES.
Plan sponsor
Name
NATIONAL ACADEMY OF SCIENCES
EIN
53-0196932
Address
500 5TH STREET NW · WASHINGTON, DC · 20001
Phone
(202) 334-3400
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $173K | — |
| CAP FINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $51K | — |
| GROOM LAW GROUP | 52-1219029 | — | NONE | $31K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $18K | — |
Investments
37 direct securities · 1 pooled fund· $398.2M(100% of reported assets)
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.
Uncategorized
$385.4M
37 holdings
Pooled Separate Account
$12.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuities | — | — | — | $81.3M | 20.4% | |
| CREF Stock R2 Fund | — | — | — | $48.6M | 12.2% | |
| Vanguard Institutional Index Fund | — | — | — | $29.0M | 7.3% | |
| Vanguard Windsor II Fund Admiral | — | — | — | $19.1M | 4.8% | |
| Vanguard Total International Stock Index Fund Institutional | — | — | — | $13.3M | 3.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $12.8M | 3.2% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $12.7M | 3.2% | |
| NYLI Funds NYLI Winslow Large Cap Growth Class R6 Fund | — | — | — | $11.8M | 3.0% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $11.6M | 2.9% | |
| American Funds American Funds EUPAC R6 Fund | — | — | — | $11.6M | 2.9% | |
| Vanguard Total Bond Market Index Fund Institutional | — | — | — | $10.7M | 2.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $10.0M | 2.5% | |
| CREF Growth R2 Fund | — | — | — | $9.6M | 2.4% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $9.5M | 2.4% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $9.4M | 2.4% | |
| Vanguard Wellington Fund Admiral | — | — | — | $8.8M | 2.2% | |
| CREF Social Choice R2 Fund | — | — | — | $8.1M | 2.0% | |
| JPMorgan Core Plus Bond R6 Fund | — | — | — | $7.8M | 2.0% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $7.2M | 1.8% | |
| CREF Money Market R2 Fund | — | — | — | $7.0M | 1.8% | |
| CREF Equity Index R2 Fund | — | — | — | $6.9M | 1.7% | |
| Vanguard Small-Cap Index Fund Institutional | — | — | — | $5.8M | 1.5% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $5.7M | 1.4% | |
| Hancock Funds John Hancock Disciplined Value Mid Cap R6 Fund | — | — | — | $5.1M | 1.3% | |
| CREF Global Equities R2 Fund | — | — | — | $4.8M | 1.2% | |
| Vanguard Small-Cap Value Index Institutional | — | — | — | $4.4M | 1.1% | |
| Vanguard Federal Money Market Fund | — | — | — | $4.3M | 1.1% | |
| Vanguard Explorer Fund Admiral | — | — | — | $4.2M | 1.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $3.7M | 0.9% | |
| Vanguard Mid-Cap Index Fund Institutional | — | — | — | $3.1M | 0.8% | |
| MFS Funds MFS Mid Cap Growth R6 Fund | — | — | — | $2.7M | 0.7% | |
| Vanguard Target Retirement Income Fund | — | — | — | $2.3M | 0.6% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $2.0M | 0.5% | |
| CREF Core Bond R2 Rund | — | — | — | $1.4M | 0.3% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $762K | 0.2% | |
| Parnassus Core Equity Institutional | — | — | — | $593K | 0.1% | |
| CREF Inflation-Linked Bond R2 Fund | — | — | — | $280K | <0.1% | |
| Vanguard FTSE Social Index Fund Admiral | — | — | — | $254K | <0.1% |
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