Carolyn Mollen signed Resources for the Future, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Resources for the Future, Inc.'s EIN is 53-0220900.
Download the official 2024 Form 5500 (PDF) for Resources for the Future, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Resources for the Future, Inc.'s plan includes money-purchase contributions, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 36-3145972 | — | FINANCIAL ADVISOR | $37K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Investment Contract With Insurance Companies * TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $7.3M | 18.6% | |
| s * TIAA-CREF Lifecycle 2030 Retirement | Mutual Funds | — | — | $2.3M | 5.7% | |
| CREF Growth R2 | Mutual Funds | — | — | $2.1M | 5.4% | |
| Individual Brokerage Accounts * Morgan Stanley Common Stocks | Self-Directed Brokerage | — | — | $2.0M | 5.0% | |
| Standard Insurance Company Stable Value Fund | Stable Value | — | — | $1.6M | 4.1% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $1.6M | 4.1% | |
| Vanguard Funds 500 Index Admiral | Common Collective Trusts | — | — | $1.0M | 2.6% | |
| TIAA-CREF Lifecycle 2040 Retirement | Mutual Funds | — | — | $976K | 2.5% | |
| TIAA Real Estate | Mutual Funds | — | — | $964K | 2.4% | |
| Morgan Stanley Mutual Funds | Other securities | — | — | $820K | 2.1% | |
| TIAA-CREF Social Choice Equity Retirement | Mutual Funds | — | — | $798K | 2.0% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $778K | 2.0% | |
| TIAA-REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $757K | 1.9% | |
| Ivy Funds Mid Cap Growth A | Other securities | — | — | $642K | 1.6% | |
| TIAA-CREF International Equity Index Retirement | Common Collective Trusts | — | — | $625K | 1.6% | |
| CREF Bond Market R2 | Mutual Funds | — | — | $589K | 1.5% | |
| TIAA-CREF Lifecycle 2010 Retirement | Mutual Funds | — | — | $484K | 1.2% | |
| TIAA-CREF Real Estate Securities Retirement | Mutual Funds | — | — | $476K | 1.2% | |
| CREF Inflation Linked Bond R2 | Mutual Funds | — | — | $464K | 1.2% | |
| TIAA-CREF Money Market Retirement | Mutual Funds | — | — | $453K | 1.1% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $442K | 1.1% | |
| TIAA-CREF Lifecycle 2045 Retirement | Mutual Funds | — | — | $372K | 0.9% | |
| TIAA-CREF Lifecycle 2050 Retirement | Mutual Funds | — | — | $366K | 0.9% | |
| TIAA-CREF Large-Cap Value Index Retirement | Mutual Funds | — | — | $358K | 0.9% | |
| Morgan Stanley Exchange-Traded Funds | Other securities | — | — | $343K | 0.9% | |
| TIAA-CREF Lifecycle 2020 Retirement | Mutual Funds | — | — | $337K | 0.9% | |
| TIAA-CREF Small-Cap Equity Retirement | Mutual Funds | — | — | $305K | 0.8% | |
| CREF Money Market R2 | Mutual Funds | — | — | $299K | 0.8% | |
| TIAA-CREF Mid-Cap Value Retirement | Mutual Funds | — | — | $283K | 0.7% | |
| Vanguard Funds Total Bond Market Index Admiral | Mutual Funds | — | — | $268K | 0.7% | |
| TIAA-CREF Bond Plus Retirement | Mutual Funds | — | — | $245K | 0.6% | |
| TIAA-CREF Bond Retirement | Mutual Funds | — | — | $231K | 0.6% | |
| TIAA-CREF Lifecycle 2025 Retirement | Mutual Funds | — | — | $226K | 0.6% | |
| TIAA-CREF Large-Cap Value Retirement | Mutual Funds | — | — | $221K | 0.6% | |
| TIAA-CREF Growth & Income Retirement | Mutual Funds | — | — | $212K | 0.5% | |
| Morgan Stanley Cash | Cash / Money Market | — | — | $178K | 0.4% | |
| TIAA-CREF Lifecycle 2035 Retirement | Mutual Funds | — | — | $177K | 0.4% | |
| TIAA-CREF Lifecycle 2055 Retirement | Mutual Funds | — | — | $167K | 0.4% | |
| TIAA-CREF Small-Cap Blend Index Retirement | Mutual Funds | — | — | $162K | 0.4% | |
| Columbia Funds Columbia Small Cap Index A | Other securities | — | — | $160K | 0.4% | |
| Columbia Funds Small Cap Index A | Other securities | — | — | $158K | 0.4% | |
| TIAA-CREF Lifecycle 2015 Retirement | Mutual Funds | — | — | $151K | 0.4% | |
| TIAA-CREF S&P 500 Index Retirement | Common Collective Trusts | — | — | $116K | 0.3% | |
| Morgan Stanley Corporate Bonds | Other securities | — | — | $115K | 0.3% | |
| TIAA-CREF International Equity Retirement | Mutual Funds | — | — | $111K | 0.3% | |
| Morgan Stanley U.S. Treasury Notes | U.S. Treasuries | — | — | $108K | 0.3% | |
| TIAA-CREF Large-Cap Growth Retirement | Mutual Funds | — | — | $106K | 0.3% | |
| Ivy Funds International Core Equity A | Other securities | — | — | $103K | 0.3% | |
| Vanguard Funds Total International Stock Index Admiral | Mutual Funds | — | — | $103K | 0.3% | |
| Pioneer Investments Bond A | Other securities | — | — | $84K | 0.2% |
