Karen Rogers signed The DUKE Endowment's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The DUKE Endowment's EIN is 56-0529965.
Download the official 2024 Form 5500 (PDF) for The DUKE Endowment from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The DUKE Endowment's plan includes a defined-benefit pension formula.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| NT COLLECT AGG BOND INDEX NON LEND NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | $3.1M | 35.8% |
| NT COLLECT SP500 INDEX NON LEND NORTHERN TRUST · EIN 45-6138589 / PN 003 | Common Collective Trust | $2.6M | 30.6% |
| NT COLLECT EAFE INDEX NON LEND NORTHERN TRUST · EIN 45-6138589 / PN 024 | Common Collective Trust | $2.2M | 26.1% |
| NT COLLECT GLOB REAL ESTATE NON LEN NORTHERN TRUST · EIN 45-6138589 / PN 104 | Common Collective Trust | $542K | 6.3% |
| COLTV SHORT TERM INVT FD NORTHERN TRUST · EIN 45-6138589 / PN 124 | Common Collective Trust | $103K | 1.2% |
