West Virginia University Foundation, Inc.'s EIN is 55-6017181.
Download the official 2024 Form 5500 (PDF) for West Virginia University Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)West Virginia University Foundation, Inc.'s plan includes 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 | |||||
|---|---|---|---|---|---|---|
| Non Benefit-responsive Investment Contracts * Teachers Insurance and Annuity Association (TIAA) TIAA Traditional Annuity | Mutual Funds | — | — | $8.1M | 22.2% | |
| Accounts * College Retirement Equities Fund (CREF) CREF Stock R1 | Registered Investment Companies | — | — | $3.6M | 9.8% | |
| TIAA-CREF Asset Management Nuveen S&P 500 Index Retire | Common Collective Trusts | — | — | $2.9M | 8.0% | |
| College Retirement Equities Fund (CREF) CREF Global Equities R1 | Mutual Funds | — | — | $2.1M | 5.7% | |
| TIAA-CREF Asset Management Nuveen Lifecycle 2040 Retire | Mutual Funds | — | — | $2.0M | 5.5% | |
| TIAA-CREF Asset Management Nuveen Lifecycle 2035 Retire | Mutual Funds | — | — | $1.9M | 5.2% | |
| TIAA-CREF Asset Management Nuveen Internatl Equity Retire | Mutual Funds | — | — | $1.5M | 4.0% | |
| College Retirement Equities Fund (CREF) CREF Growth R1 | Mutual Funds | — | — | $1.4M | 3.9% | |
| College Retirement Equities Fund (CREF) CREF Money Market R1 | Mutual Funds | — | — | $1.2M | 3.4% | |
| TIAA-CREF Asset Management Nuveen Lifecycle 2030 Retire | Mutual Funds | — | — | $1.2M | 3.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.2M | 3.1% | |
| TIAA-CREF Asset Management Nuveen Large Cap Value Retire | Mutual Funds | — | — | $957K | 2.6% | |
| TIAA-CREF Asset Management Nuveen Lifecycle 2050 Retire | Mutual Funds | — | — | $852K | 2.3% | |
| TIAA-CREF Asset Management Nuveen Lifecycle 2045 Retire | Mutual Funds | — | — | $769K | 2.1% | |
| TIAA-CREF Asset Management Nuveen Quant Sm Cp Eq Retire | Mutual Funds | — | — | $680K | 1.9% | |
| TIAA-CREF Asset Management Nuveen Mid Cap Value Retire | Mutual Funds | — | — | $602K | 1.6% | |
| College Retirement Equities Fund (CREF) CREF Equity Index R1 | Common Collective Trusts | — | — | $581K | 1.6% | |
| College Retirement Equities Fund (CREF) CREF Social Choice R1 | Mutual Funds | — | — | $568K | 1.6% | |
| TIAA-CREF Asset Management Nuveen Lifecycle 2060 Retire | Mutual Funds | — | — | $548K | 1.5% | |
| TIAA-CREF Asset Management Nuveen Real Est Sec Sel Rtmt | Mutual Funds | — | — | $525K | 1.4% | |
| College Retirement Equities Fund (CREF) CREF Core Bond R1 | Mutual Funds | — | — | $522K | 1.4% | |
| TIAA-CREF Asset Management Nuveen Core Equity Retirement | Mutual Funds | — | — | $467K | 1.3% | |
| College Retirement Equities Fund (CREF) CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $464K | 1.3% | |
| Stable Value Investments * Teachers Insurance and Annuity Association (TIAA) TIAA Stable Value | Stable Value | — | — | $404K | 1.1% | |
| TIAA-CREF Asset Management Nuveen Lifecycle 2055 Retire | Mutual Funds | — | — | $395K | 1.1% | |
| Participant Loans*** * Various participants Interest-bearing at 4.25 - 9.5%, maturing through November 2029 | Bonds / Notes | — | — | $285K | 0.8% | |
| TIAA-CREF Asset Management Nuveen Lifecycle 2010 Retire 18 * TIAA-CREF Asset Management Nuveen Lifecycle 2020 Retire | Mutual Funds | — | — | $275K | 0.8% | |
| TIAA-CREF Asset Management Nuveen Large Cap Resp Eq Rtmt | Mutual Funds | — | — | $240K | 0.7% | |
| TIAA-CREF Asset Management Nuveen Lifecycle 2025 Retire | Mutual Funds | — | — | $162K | 0.4% | |
| TIAA-CREF Asset Management Nuveen Mid Cap Growth Retire | Mutual Funds | — | — | $116K | 0.3% | |
| TIAA-CREF Asset Management Nuveen Lifecycle 2065 Retire | Mutual Funds | — | — | $80K | 0.2% | |
| Teachers Insurance and Annuity Association (TIAA) Plan Loan Default Reserve Fund | Mutual Funds | — | — | $25K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
