GAIL a Spangler signed Campbell University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Campbell University's EIN is 56-0529940.
Download the official 2024 Form 5500 (PDF) for Campbell University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Campbell University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLENNIUM ADVISORY SERVICES, INC | 54-2020086 | — | NONE | $212K | — |
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit-Responsive Annuity | Mutual Funds | — | — | $26.3M | 13.2% | |
| Vanguard Total Stock Market Index Fund - Inst | Common Collective Trusts | — | — | $23.9M | 12.0% | |
| CREF Stock Fund R2 | Mutual Funds | — | — | $18.0M | 9.1% | |
| Vanguard Total International Stock Market Index Fund - Inst | Common Collective Trusts | — | — | $12.7M | 6.4% | |
| TIAA Traditional Benefit-Responsive Annuity | Mutual Funds | — | — | $11.7M | 5.9% | |
| Vanguard Total Bond Market Index Fund - Inst | Common Collective Trusts | — | — | $10.6M | 5.3% | |
| Baird Core Plus Bond Fund – Inst | Other securities | — | — | $10.0M | 5.0% | |
| CREF Growth Fund R2 | Mutual Funds | — | — | $9.9M | 5.0% | |
| Vanguard Equity Income Fund - Adm | Mutual Funds | — | — | $9.3M | 4.7% | |
| MFS Growth Fund R6 | Mutual Funds | — | — | $8.5M | 4.3% | |
| American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $8.4M | 4.2% | |
| CREF Global Equities Fund R2 | Mutual Funds | — | — | $5.9M | 3.0% | |
| Cohen & Steers Real Estate Securities Fund Z | Other securities | — | — | $5.8M | 2.9% | |
| CREF Equity Index Fund R2 | Common Collective Trusts | — | — | $5.2M | 2.6% | |
| MFS Mid-Cap Growth Fund R6 | Mutual Funds | — | — | $4.7M | 2.3% | |
| American Century Mid Cap Value Fund R6 | Other securities | — | — | $3.9M | 2.0% | |
| Wasatch Core Growth Fund - Inst | Other securities | — | — | $3.5M | 1.8% | |
| MFS New Discovery Value Fund R6 | Mutual Funds | — | — | $2.7M | 1.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.5M | 1.2% | |
| CREF Growth Fund R4 | Mutual Funds | — | — | $2.3M | 1.1% | |
| CREF Core Bond Fund R2 | Mutual Funds | — | — | $2.1M | 1.1% | |
| Vanguard Treasury Money Market Fund Inv. | Mutual Funds | — | — | $1.9M | 1.0% | |
| CREF Social Choice Fund R2 | Mutual Funds | — | — | $1.8M | 0.9% | |
| CREF Inflation-Linked Bond Fund R2 | Mutual Funds | — | — | $1.4M | 0.7% | |
| CREF Money Market Fund R2 | Mutual Funds | — | — | $1.3M | 0.6% | |
| CREF Stock Fund R4 | Mutual Funds | — | — | $1.2M | 0.6% | |
| CREF Social Choice Fund R4 | Mutual Funds | — | — | $962K | 0.5% | |
| Participant Loans Various maturities, interest rates range 4.25% - 9.50% - | Bonds / Notes | — | — | $904K | 0.5% | |
| CREF Inflation-Linked Bond Fund R4 | Mutual Funds | — | — | $809K | 0.4% | |
| Delaware Emerging Markets Fund – Inst | Other securities | — | — | $609K | 0.3% | |
| Hartford World Bond Fund R6 | Other securities | — | — | $80K | <0.1% | |
| Nuveen Lifecycle 2035 Fund R6 | Mutual Funds | — | — | $47K | <0.1% | |
| Nuveen Lifecycle 2030 Fund R6 | Mutual Funds | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $19K |
| — |
