Mutale Sokoni signed Marymount University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marymount University's EIN is 54-0573801.
Download the official 2024 Form 5500 (PDF) for Marymount University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marymount 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | SERVICE PROVIDER | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $52.2M | 39.0% | |
| CREF Stock | Mutual Funds | — | — | $19.3M | 14.4% | |
| CREF Growth | Mutual Funds | — | — | $9.8M | 7.3% | |
| Vanguard Instit Index Fnd Ins | Mutual Funds | — | — | $8.1M | 6.0% | |
| CREF Equity Index | Common Collective Trusts | — | — | $7.2M | 5.4% | |
| TIAA Traditional Annuity - Benefit Responsive | Mutual Funds | — | — | $5.5M | 4.1% | |
| TIAA-CREF Lifecycle 2040 F Ins | Mutual Funds | — | — | $5.2M | 3.9% | |
| TIAA-CREF Lifecycle 2045 F Ins | Mutual Funds | — | — | $4.6M | 3.4% | |
| TIAA-CREF Lifecycle 2035 F Ins | Mutual Funds | — | — | $4.3M | 3.2% | |
| CREF Global Equities | Mutual Funds | — | — | $4.1M | 3.0% | |
| TIAA-CREF Lifecycle 2030 F Ins | Mutual Funds | — | — | $3.9M | 2.9% | |
| Voya Retirement Insurance * and Annuity Company Voya Fixed Account | Common Stocks | — | — | $3.7M | 2.8% | |
| TIAA-CREF Lifecycle 2050 F Ins | Mutual Funds | — | — | $3.1M | 2.3% | |
| Harbor Capital Apprec Fnd Ret | Other securities | — | — | $3.1M | 2.3% | |
| TIAA-CREF Lifecycle 2025 F Ins | Mutual Funds | — | — | $2.3M | 1.7% | |
| TIAA-CREF Lifecycle 2020 F Ins | Mutual Funds | — | — | $2.2M | 1.7% | |
| CREF Social Choice | Mutual Funds | — | — | $2.2M | 1.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.1M | 1.6% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $2.1M | 1.5% | |
| TIAA-CREF Lifecycle 2055 F Ins | Mutual Funds | — | — | $1.7M | 1.3% | |
| Cohen&Steers Inst Rl Shares | Other securities | — | — | $1.6M | 1.2% | |
| CREF Money Market R2 | Mutual Funds | — | — | $1.2M | 0.9% | |
| PGIM Total Return Bond Fund R6 | Other securities | — | — | $1.2M | 0.9% | |
| Vanguard Extended Market Index Fund Admiral | Common Collective Trusts | — | — | $1.1M | 0.8% | |
| Vangrd Tot Bd Mkt Ind Fd Adm | Other securities | — | — | $1.0M | 0.8% | |
| TIAA-CREF Lifecycle 2060 F Ins | Mutual Funds | — | — | $1.0M | 0.8% | |
| MFS Mid Cap Value Fund R6 | Mutual Funds | — | — | $978K | 0.7% | |
| John Hancock Disciplined Vl F R6 | Other securities | — | — | $914K | 0.7% | |
| Vangrd Tot Int Stk In F Adm | Other securities | — | — | $881K | 0.7% | |
| American Funds EuroPacific R6 | Mutual Funds | — | — | $830K | 0.6% | |
| CREF Core Bond | Mutual Funds | — | — | $811K | 0.6% | |
| Vangrd FTSE Social Ind Fd Adm | Other securities | — | — | $779K | 0.6% | |
| BlackRock Mid-Cap Grw Eq Por K | Other securities | — | — | $395K | 0.3% | |
| Principal SmCp Value Fnd R6 | Other securities | — | — | $355K | 0.3% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $305K | 0.2% | |
| Principal SCp Growth Fd I R6 | Other securities | — | — | $273K | 0.2% | |
| Participants Participant Loans Rates from 5.00% to 9.50% | Bonds / Notes | — | — | $222K | 0.2% | |
| TIAA-CREF Lifecycle 2065 F Ins | Mutual Funds | — | — | $112K | <0.1% | |
| CREF Money Market R1 | Mutual Funds | — | — | $38K | <0.1% | |
| Charles Schwab PCRA | Self-Directed Brokerage | — | — | $12K | <0.1% | |
| TIAA-CREF Lifecycle 2070 F Ins | Mutual Funds | — | — | $2K | <0.1% |
