Rebecca Brake signed The Nature Conservancy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Nature Conservancy's EIN is 53-0242652.
Download the official 2024 Form 5500 (PDF) for The Nature Conservancy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Nature Conservancy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $214K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Collective Investment Funds T Rowe Price Structured Research Common Trust Fund Class C Domestic equity fund | Common Collective Trusts | — | $139.1M | $162.0M | 12.9% | |
| TRP STRUC RSRCH TR C T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $162.0M | 12.9% | |
| Fidelity Spartan U.S. Equity Index Domestic equity fund | Common Collective Trusts | — | $98.0M | $158.7M | 12.6% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | $87.3M | $102.0M | 8.1% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | $86.0M | $98.8M | 7.9% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | $80.7M | $96.0M | 7.6% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | $80.3M | $90.3M | 7.2% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | $60.3M | $72.3M | 5.8% | |
| WT SMID CAP RES EQ 1 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 151 | Common Collective Trust | — | $47.2M | $58.8M | 4.7% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | $48.2M | $53.6M | 4.3% | |
| Principal Guaranteed Interest Fund Guaranteed investment contract | Guaranteed Income / GIC | — | $45.1M | $45.1M | 3.6% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | $31.9M | $38.2M | 3.0% | |
| Green Century Equity Inst Domestic equity fund | Other securities | — | $27.8M | $36.5M | 2.9% | |
| Fidelity Invst. Grade Bond Fund Debt security fund | Mutual Funds | — | $34.8M | $32.2M | 2.6% | |
| Fidelity Spartan Extended Market index Domestic equity fund | Mutual Funds | — | $21.5M | $27.5M | 2.2% | |
| Fidelity Spartan International Index International equity fund | Mutual Funds | — | $23.0M | $23.0M | 1.8% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | $20.6M | $22.4M | 1.8% | |
| Fidelity Spartan US Bond Index Fund Debt security fund | Common Collective Trusts | — | $20.7M | $19.2M | 1.5% | |
| Calvert International Equity I International equity fund | Other securities | — | $19.5M | $19.1M | 1.5% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | $12.5M | $14.9M | 1.2% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | $13.2M | $14.5M | 1.2% | |
| Fidelity Invst. Money Market Govt Class I Government security fund | Mutual Funds | — | $14.1M | $14.1M | 1.1% | |
| Pax Global Environmental Markets Index Fund International equity fund | Common Collective Trusts | — | $13.4M | $14.0M | 1.1% | |
| Invesco Developing Markets Fund International equity fund | Mutual Funds | — | $13.4M | $12.7M | 1.0% | |
| BLNK Brokeragelink Self-directed brokerage account | Mutual Funds | — | $10.1M | $10.8M | 0.9% | |
| Green Century Balanced Institutional Balanced fund | Other securities | — | $7.7M | $7.5M | 0.6% | |
| Cohen & Steers Realty Shares Fund Domestic equity fund | Other securities | — | $4.5M | $4.4M | 0.4% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | $2.2M | $2.5M | 0.2% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | $56K | $59K | <0.1% | |
| TRP BLUE CHIP GR T2 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
