Joyce T. Williams signed DUKE University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DUKE University's EIN is 56-0532129.
Download the official 2024 Form 5500 (PDF) for DUKE University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DUKE University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
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 | $2.9M | — |
| TIAA | 13-1624203 | — | RECORDKEEPER | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 2,194,067 Fidelity Vanguard Inst Index Plus | Mutual Funds | — | — | $1.1B | 9.5% | |
| 27,840,477 Fidelity Contrafund K6 | Mutual Funds | — | — | $865.6M | 7.8% | |
| 31,417,202 Fidelity Vanguard Target Ret 2035 | Mutual Funds | — | — | $753.4M | 6.8% | |
| 19,163,197 Fidelity Vanguard Target Ret 2030 | Mutual Funds | — | — | $725.9M | 6.6% | |
| 15,764,946 Fidelity Vanguard Target Ret 2040 | Mutual Funds | — | — | $681.4M | 6.2% | |
| 21,127,594 Fidelity Vanguard Target Ret 2045 | Mutual Funds | — | — | $626.9M | 5.7% | |
| Fidelity Brokeragelink | Mutual Funds | — | — | $560.8M | 5.1% | |
| 9,578,726 Fidelity Vanguard Target Ret 2050 | Mutual Funds | — | — | $477.4M | 4.3% | |
| 25,211,512 Fidelity Vanguard Target Ret 2025 | Mutual Funds | — | — | $471.2M | 4.3% | |
| TIAA-CREF TIAA Traditional: Non-fully benefit-responsive | Mutual Funds | — | — | $446.5M | 4.0% | |
| 331,914 TIAA-CREF CREF Stock | Mutual Funds | — | — | $304.4M | 2.8% | |
| 263,019,230 Fidelity Vanguard Vmmr – Fed MMKT | Mutual Funds | — | — | $263.0M | 2.4% | |
| 4,595,191 Fidelity Vanguard Target Ret 2055 | Mutual Funds | — | — | $255.5M | 2.3% | |
| 8,362,323 Fidelity Vanguard Target Ret 2020 | Mutual Funds | — | — | $221.4M | 2.0% | |
| 593,957 Fidelity Vanguard Extended Market Index ISP | Mutual Funds | — | — | $211.2M | 1.9% | |
| 2,061,569 Fidelity JPM Large Cap Growth R6 | Mutual Funds | — | — | $172.6M | 1.6% | |
| 15,261,003 Fidelity PIMCO Income Inst | Mutual Funds | — | — | $160.5M | 1.5% | |
| Corebridge Fixed Account Plus | Other securities | — | — | $158.8M | 1.4% | |
| 932,653 Fidelity Vanguard PRIMECAP Adm | Mutual Funds | — | — | $155.1M | 1.4% | |
| 3,003,719 Fidelity MFS Value R6 | Mutual Funds | — | — | $145.3M | 1.3% | |
| 14,877,876 Fidelity Vanguard Total Bond Mk IS Pl | Mutual Funds | — | — | $141.0M | 1.3% | |
| 6,751,556 Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $120.3M | 1.1% | |
| 8,999,403 Fidelity Vanguard Target Ret Income | Mutual Funds | — | — | $117.9M | 1.1% | |
| 12,508,135 Fidelity Total Bond K6 | Mutual Funds | — | — | $108.8M | 1.0% | |
| 2,030,658 Fidelity Vanguard Target Ret 2060 | Mutual Funds | — | — | $104.1M | 0.9% | |
| 797,102 Fidelity Vanguard Total Intl Stk IS | Mutual Funds | — | — | $101.0M | 0.9% | |
| 982,736 Fidelity Vanguard Intl Growth Adm | Mutual Funds | — | — | $99.8M | 0.9% | |
| Fidelity VALIC Fixed Interest | Mutual Funds | — | — | $95.9M | 0.9% | |
| 2,282,111 Fidelity Vanguard FTSE Social Index IS | Mutual Funds | — | — | $92.7M | 0.8% | |
| 171,255 TIAA-CREF CREF Growth | Mutual Funds | — | — | $90.4M | 0.8% | |
| 167,374 TIAA-CREF CREF Equity Index | Common Collective Trusts | — | — | $86.6M | 0.8% | |
| 963,724 Fidelity Vanguard Equity Income Adm | Mutual Funds | — | — | $85.0M | 0.8% | |
| 4,380,006 Fidelity MM Mid Cap Gr I | Mutual Funds | — | — | $84.7M | 0.8% | |
| 5,712,969 Fidelity Low Priced St K6 | Mutual Funds | — | — | $83.5M | 0.8% | |
| TIAA-CREF TIAA Traditional: Fully benefit-responsive | Mutual Funds | — | — | $69.6M | 0.6% | |
| 1,230,132 Fidelity AF Europac Growth R6 | Mutual Funds | — | — | $66.1M | 0.6% | |
| 2,720,756 Fidelity Small Cap Value | Mutual Funds | — | — | $55.4M | 0.5% | |
| 1,583,326 Fidelity MFS Mid Cap Value R6 | Mutual Funds | — | — | $50.3M | 0.5% | |
| 127,348 TIAA-CREF CREF Social Choice | Mutual Funds | — | — | $47.0M | 0.4% | |
| 125,528 TIAA-CREF CREF Global Equities | Mutual Funds | — | — | $43.7M | 0.4% | |
| 1,545,910 Corebridge Stock Index Fund | Common Collective Trusts | — | — | $43.4M | 0.4% | |
| 1,465,004 Fidelity Vanguard Emerging Markets Stock Index IS | Mutual Funds | — | — | $41.0M | 0.4% | |
| 1,855,938 Fidelity Vanguard Real Est Idx IS | Common Collective Trusts | — | — | $36.3M | 0.3% | |
| 1,020,702 Fidelity Vanguard Target Ret 2065 | Mutual Funds | — | — | $34.3M | 0.3% | |
| 2,192,840 Fidelity AM Cent MD Cp Val R6 | Mutual Funds | — | — | $34.1M | 0.3% | |
| Corebridge Short Term Fixed Account | Other securities | — | — | $33.8M | 0.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $31.4M | 0.3% | |
| 231,847 TIAA-CREF CREF Core Bond Market | Mutual Funds | — | — | $31.2M | 0.3% | |
| 647,199 Corebridge Mid Cap Index Fund | Common Collective Trusts | — | — | $28.6M | 0.3% | |
| 1,262,200 Corebridge Science & Technology Fund | Other securities | — | — | $28.4M | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
