Original filing (PDF)20251010165955NAL0018558146001

MOREHOUSE SCHOOL OF MEDICINE

Name: MOREHOUSE SCHOOL OF MEDICINE — MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN, Form 5500 (2024)
Creator: MOREHOUSE SCHOOL OF MEDICINE

Form 5500

FILING_RECEIVED

MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

1,609

Accounts w/ balance

1,567

Plan assets (EOY)

$260.2M

Net assets (EOY)

$260.1M

How this plan invests

This plan

1 pooled trust

Schedule D

193 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOREHOUSE SCHOOL OF MEDICINE.

Plan sponsor

Name

MOREHOUSE SCHOOL OF MEDICINE

EIN

58-1438873

Address

720 WESTVIEW DRIVE, S.W., · ATLANTA, GA · 303101458

Phone

(404) 752-1600

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	—	—	—
ALLIANT INSURANCE SERVICES, INC.	33-0785439	NEW YORK, NY	—	—	—

Investments

191 direct securities · 1 pooled fund· $247.7M(95% of reported assets)

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.

Uncategorized

$245.1M

191 holdings

Pooled Separate Account

$2.6M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Group Fixed Annuity Contracts * TIAA-CREF TIAA Traditional Non Benefit Responsive	—	—	—	$32.5M	12.5%
The Vanguard Group Vanguard Financials Index Fund Admiral Shares 801 The Vanguard Group Vanguard Commodity Strategy Fund Admiral Shares 342 * TIAA-CREF CREF Stock	—	—	—	$25.3M	9.7%
TIAA-CREF Lifecycle 2040-Rtmt	—	—	—	$12.6M	4.8%
TIAA-CREF Lifecycle 2025-Rtmt	—	—	—	$11.8M	4.6%
TIAA-CREF Lifecycle 2030-Rtmt	—	—	—	$11.3M	4.4%
TIAA-CREF Lifecycle 2035-Rtmt	—	—	—	$10.6M	4.1%
TIAA-CREF CREF Global Equities	—	—	—	$10.1M	3.9%
TIAA-CREF TIAA Traditional Benefit Responsive	—	—	—	$9.8M	3.8%
TIAA-CREF Lifecycle 2045-Rtmt	—	—	—	$8.6M	3.3%
TIAA-CREF CREF Social Choice	—	—	—	$7.0M	2.7%
TIAA-CREF Lifecycle 2020-Rtmt	—	—	—	$6.8M	2.6%
TIAA-CREF Lifecycle 2015-Rtmt	—	—	—	$6.4M	2.5%
TIAA-CREF CREF Equity Index	—	—	—	$5.1M	2.0%
TIAA-CREF Lifecycle 2050-Rtmt	—	—	—	$4.9M	1.9%
The Vanguard Group Vanguard 500 Index Fund	—	—	—	$4.4M	1.7%
TIAA-CREF Lifecycle 2055-Rtmt	—	—	—	$4.1M	1.6%
TIAA-CREF CREF Bond Market	—	—	—	$4.0M	1.5%
TIAA-CREF Lg-Cap Growth Idx-Rtmt	—	—	—	$3.8M	1.5%
Fidelity U.S. Bond Index Fund	—	—	—	$3.2M	1.2%
Fidelity 500 Index	—	—	—	$2.7M	1.0%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$2.6M	1.0%
TIAA-CREF Lifecycle 2010-Rtmt	—	—	—	$2.5M	1.0%
PGIM Ttl Rtn Bd R6	—	—	—	$2.5M	1.0%
Participant Loans*** * Nationwide 4.25% to 9.50% with maturities through 2030	—	—	—	$2.5M	1.0%
VALIC Fixed Account Plus	—	—	—	$2.4M	0.9%
Nationwide Fixed Account	—	—	—	$2.3M	0.9%
TIAA-CREF CREF Money Market	—	—	—	$2.2M	0.9%
TIAA-CREF CREF Inflation-Linked Bond	—	—	—	$1.9M	0.7%
TIAA-CREF Lifecycle 2060-Rtmt	—	—	—	$1.7M	0.7%
Dodge & Cox Dodge & Cox International Stock	—	—	—	$1.7M	0.7%
Goldman Sachs Goldman Sachs GQG Partners Intl Oppr Fund Class R6	—	—	—	$1.7M	0.6%
PIMCO Real Return Fund	—	—	—	$1.6M	0.6%
Fidelity International Index Fund	—	—	—	$1.6M	0.6%
Mttws China Inv - * Nationwide Loomis All Cap Growth Fund	—	—	—	$1.6M	0.6%
BlackRock Blkrk Ttl Rtn K	—	—	—	$1.6M	0.6%
American Funds American Funds Growth Fund of America R6 754 AMG AMGMgrs Ycktmn Focs I 602 AQR Lng Shrt Eq I 852 Avantis US Large Cap Value Fund	—	—	—	$1.5M	0.6%
JP Morgan JPMorgan Equity Income Fund	—	—	—	$1.4M	0.6%
BlackRock Blkrk Hi Yld Bd Port K	—	—	—	$1.4M	0.5%
JP Morgan JPMorgan Large Cap Growth Fund Class R6	—	—	—	$1.4M	0.5%
Equitable AXA Moderate Allocation	—	—	—	$1.3M	0.5%
Avantis Emerging Markets Equity Fund - Instl Class	—	—	—	$1.2M	0.5%
TIAA-CREF Lfcyle Idx Rtmt Inc-Rtmt	—	—	—	$1.1M	0.4%
The Vanguard Group Vanguard Intermediate-Term Bond Index Fund	—	—	—	$966K	0.4%
The Vanguard Group Vanguard Extended Market Index Fund 457 The Vanguard Group Vanguard Small-Cap Growth Index Fund	—	—	—	$869K	0.3%
Fidelity Fid MdCap Indx	—	—	—	$810K	0.3%
TIAA-CREF Lg-Cap Val Idx-Rtmt	—	—	—	$797K	0.3%
AB Global AB Global Bond Fund - Class Z	—	—	—	$779K	0.3%
Principal Global Real Estate Securities Fund R6	—	—	—	$777K	0.3%
Diamond Hill Capital Diamond Hill Mid Cap I	—	—	—	$767K	0.3%
MFS MdCap Gr R6	—	—	—	$767K	0.3%
The Vanguard Group Vanguard Small-Cap Index Fund	—	—	—	$707K	0.3%
The Vanguard Group Vanguard Total Stock Market Index Fund	—	—	—	$702K	0.3%
The Vanguard Group Vanguard Mid-Cap Value Index Fund	—	—	—	$692K	0.3%
VALIC Global Real Estate Fund 893 * VALIC International Government Bond 11 * VALIC VC I Capital Appreciation 155 * VALIC NASDAQ-100(R) Index Fund 942 Legal & General Investment ManagemenLegal & General Commodity Strategy Fund - Instl Shares	—	—	—	$680K	0.3%
Equitable EQ Conservative Growth MF/ETF 18 Federated Investors, Inc. Government Obligations Fund	—	—	—	$642K	0.2%
Equitable AXA Lg Cap Grw Managed Vol	—	—	—	$570K	0.2%
Allspring Allspr Divrs Cap Bldr Inst 705 Allspring Allspr Prec Mtls Inst 573 Amana Mutual Funds Trust Amana Growth Fund	—	—	—	$542K	0.2%
American Beacon Ambcn Intl Eq R5 495 American Funds American Funds New Perspective Fund	—	—	—	$526K	0.2%
The Vanguard Group Vanguard Explorer Fund	—	—	—	$466K	0.2%
Harbor Funds Harbor Capital Appreciation Fund Institutional Class	—	—	—	$456K	0.2%
TIAA-CREF Nuveen Mid Cap Value Fund Class I 361 * TIAA-CREF Nuveen Small Cap Value Fund Class I 348 * TIAA-CREF Nuveen Small Cap Select Fund Class I 331 * VALIC Science & Technology Fund	—	—	—	$435K	0.2%
Fidelity Advisor Fidelity Advisor Stock Selector Mid Cap Fund	—	—	—	$430K	0.2%
Baron Fifth Avenue Baron Fifth Avenue Growth Fund Institutional Class	—	—	—	$428K	0.2%
Equitable AXA Lg Cap Val Managed Vol	—	—	—	$426K	0.2%
Avantis U.S. Small Cap Value Instl Fund	—	—	—	$424K	0.2%
Equitable AXA Mid Cap Val Managed Vol	—	—	—	$343K	0.1%
The Vanguard Group Vanguard Emerging Markets Stock Index Fund	—	—	—	$285K	0.1%
VALIC Stock Index Fund	—	—	—	$282K	0.1%
Equitable Multimanager Technology	—	—	—	$279K	0.1%
DFA Infl Prtct Sec Inst	—	—	—	$277K	0.1%
AXA Equitable Guaranteed Interest Account	—	—	—	$254K	<0.1%
The Vanguard Group Vanguard Small Cap Value Index Fund	—	—	—	$249K	<0.1%
Equitable AXA Aggressive Allocation	—	—	—	$249K	<0.1%
Amana Mutual Funds Trust Amana Income Fund	—	—	—	$218K	<0.1%
DoubleLine Dbline Ttl Rtn Bd N	—	—	—	$213K	<0.1%
VALIC Growth Fund	—	—	—	$206K	<0.1%
American Funds American Funds EuroPacific Growth Fund	—	—	—	$192K	<0.1%
The Vanguard Group Vanguard Information Technology Index Fund	—	—	—	$180K	<0.1%
VALIC Short Term Fixed Account	—	—	—	$178K	<0.1%
Amana Mutual Funds Trust Amana Developing World Fund	—	—	—	$171K	<0.1%
Equitable EQ/GAMCO Small Company Value	—	—	—	$169K	<0.1%
The Vanguard Group Vanguard Total Bond Market Index Fund	—	—	—	$168K	<0.1%
The Vanguard Group Vanguard Total International Stock Index Fund	—	—	—	$168K	<0.1%
VALIC Systematic Core Fund	—	—	—	$158K	<0.1%
TIAA-CREF Lifecycle 2065-Rtmt	—	—	—	$151K	<0.1%
The Vanguard Group Vanguard Short-Term Bond Index Fund	—	—	—	$149K	<0.1%
VALIC Large Capital Growth	—	—	—	$123K	<0.1%
Equitable AXA Moderate-Plus Allocation	—	—	—	$116K	<0.1%
Fidelity Advisor Fidelity Advisor Large Cap Fund Class I	—	—	—	$114K	<0.1%
VALIC Mid Cap Index Fund	—	—	—	$113K	<0.1%
The Vanguard Group Vanguard Windsor II	—	—	—	$109K	<0.1%
Prudential Jennison Natural Resources R6	—	—	—	$105K	<0.1%
Equitable Charter Multi-Sector Bond	—	—	—	$103K	<0.1%
The Vanguard Group Vanguard High-Yield Corporate Fund	—	—	—	$103K	<0.1%
Equitable EQ/International Equity Index	—	—	—	$99K	<0.1%
Equitable AXA/Horizon Small Cap Value	—	—	—	$88K	<0.1%
DFA US LgCap Val Inst	—	—	—	$88K	<0.1%
TIAA-CREF Plan Loan Default Fund	—	—	—	$87K	<0.1%
Vaneck Global Resources Fund	—	—	—	$87K	<0.1%
Equitable AXA Glb Eqty Managed Vol	—	—	—	$85K	<0.1%
VALIC International Socially Responsible Fund	—	—	—	$79K	<0.1%
VALIC International Growth Fund	—	—	—	$78K	<0.1%
VALIC Emerging Economies	—	—	—	$76K	<0.1%
DFA Emrg Mkt Cor Eq Inst	—	—	—	$69K	<0.1%
Columbia Col Sel LgCap Gr Inst2	—	—	—	$64K	<0.1%
Equitable EQ/Mid Cap Index	—	—	—	$62K	<0.1%
The Vanguard Group Vanguard Real Estate Index Fund	—	—	—	$61K	<0.1%
American Beacon American Beacon International Equity Fund	—	—	—	$59K	<0.1%
VALIC Mid Cap Value Fund	—	—	—	$58K	<0.1%
The Vanguard Group Vanguard Mid-Cap Growth Index Fund	—	—	—	$57K	<0.1%
Allianz Global Investors AllianzGI Technology Fund	—	—	—	$57K	<0.1%
Equitable AXA Balanced Strategy	—	—	—	$57K	<0.1%
VALIC Core Bond Fund	—	—	—	$57K	<0.1%
VALIC International Value Fund	—	—	—	$49K	<0.1%
Fidelity Total Market Index Fund	—	—	—	$48K	<0.1%
TIAA-CREF Real Estate Securities	—	—	—	$45K	<0.1%
VALIC Global Strategy	—	—	—	$45K	<0.1%
The Vanguard Group Vanguard Value Index Fund	—	—	—	$45K	<0.1%
Equitable EQ/Large Cap Growth Value Index	—	—	—	$44K	<0.1%
DFA US Trgt Val Inst	—	—	—	$44K	<0.1%
VALIC Loan Escrow and Collateral Fund	—	—	—	$43K	<0.1%
VALIC Small Cap Growth Fund	—	—	—	$43K	<0.1%
VALIC Small Cap Special Value Fund	—	—	—	$42K	<0.1%
The Vanguard Group Vanguard LT INV-Grade Fund	—	—	—	$41K	<0.1%
The Vanguard Group Vanguard Large-Cap Index Fund Admiral	—	—	—	$38K	<0.1%
The Vanguard Group Vanguard Dividend Appreciation Index Fund	—	—	—	$37K	<0.1%
Guggenheim Multi-Hedge Strategies Fund Class I	—	—	—	$36K	<0.1%
The Vanguard Group Vanguard Long-Term Treasury	—	—	—	$35K	<0.1%
VALIC Inflation Protection Fund	—	—	—	$32K	<0.1%
Nationwide International Index Fund	—	—	—	$30K	<0.1%
Invesco Energy Fund R5	—	—	—	$29K	<0.1%
VALIC Small Cap Value Fund	—	—	—	$28K	<0.1%
Pershing LLC Pershing LLC Dreyfus Govt Cash Management Srv SH 9 Prudential Large Cap Core Equity Fund	—	—	—	$27K	<0.1%
The Vanguard Group Vanguard Energy Index Fund Admiral Shares	—	—	—	$24K	<0.1%
Fidelity Advisor Fidelity Advisor Energy Fund Class I	—	—	—	$23K	<0.1%
VALIC High Yield Bond Fund	—	—	—	$23K	<0.1%
BlackRock Blkrk Strat Inc Oppr I	—	—	—	$22K	<0.1%
The Vanguard Group Vanguard Growth Index Fund Admiral Shares	—	—	—	$19K	<0.1%
VALIC Ariel Fund	—	—	—	$19K	<0.1%
The Vanguard Group Vanguard Equity-Income Fund	—	—	—	$19K	<0.1%
The Vanguard Group Vanguard Wellington Fund, Inc.	—	—	—	$17K	<0.1%
VALIC Ariel Appreciation Fund	—	—	—	$16K	<0.1%
The Vanguard Group Vanguard Developing Market Index Admiral	—	—	—	$16K	<0.1%
Prudential Jennison Diversified Growth Fund	—	—	—	$15K	<0.1%
Principal Real Estate Securities Fund	—	—	—	$15K	<0.1%
Lord Abbett Lord Abbett Floating Rate Fund	—	—	—	$14K	<0.1%
Invesco V.I. Mid Cap Core Eqty	—	—	—	$12K	<0.1%
Group Variable Annuity Account Mutual Funds AB Global AB Global Bond I	—	—	—	$11K	<0.1%
Prudential Jennison Equity Income Fund	—	—	—	$11K	<0.1%
VALIC GS VIT GOV Money Mkt Fund Inst	—	—	—	$10K	<0.1%
The Vanguard Group Vanguard Target Retirement Income Fund	—	—	—	$9K	<0.1%
PIMCO EmrgMktLclCrnBd	—	—	—	$8K	<0.1%
AXA Equitable 4.73% with maturity through 2026	—	—	—	$8K	<0.1%
Fidelity Advisor Asset Manager 30% Fund Class I	—	—	—	$7K	<0.1%
BlackRock Blkrk Mdcap Gr Eq Inst	—	—	—	$7K	<0.1%
BlackRock Blkrk 20/80 Trgtalloc K	—	—	—	$7K	<0.1%
Prudential Jennison Mid Cap Growth Fund	—	—	—	$6K	<0.1%
MFS EQ/MFS International Value	—	—	—	$6K	<0.1%
T Rowe Price T. Rowe Price Financial Services Fund	—	—	—	$6K	<0.1%
Equitable Multimanager Core Bond	—	—	—	$5K	<0.1%
VALIC US Socially Responsible Fund	—	—	—	$5K	<0.1%
PIMCO Commodity Real Return Strategy Fund	—	—	—	$5K	<0.1%
Invesco Bal Risk Commod Str 156 Ivy Funds VIP Ivy Funds VIP High Income	—	—	—	$4K	<0.1%
Putnam Sustainable Future A	—	—	—	$4K	<0.1%
Equitable EQ/Core Bond Index	—	—	—	$4K	<0.1%
VALIC Dividend Value	—	—	—	$4K	<0.1%
Franklin Mutual Shares Fund	—	—	—	$3K	<0.1%
VALIC INTL Opportunities	—	—	—	$3K	<0.1%
Fidelity Advisor Fidelity Advisory Small Cap Value Fund Class I 700 Fidelity Advisor Fidelity Advisor Value Fund 379 Franklin DynaTech Fund	—	—	—	$3K	<0.1%
Invesco S&P 500 Index A	—	—	—	$3K	<0.1%
VALIC International Equities Fund	—	—	—	$3K	<0.1%
DFA Glbl RealEst Sec Inst	—	—	—	$3K	<0.1%
MFS EQ/MFS Utilities Series	—	—	—	$3K	<0.1%
Equitable EQ/Com Stock Index	—	—	—	$2K	<0.1%
Equitable Target 2055 Allocation	—	—	—	$2K	<0.1%
Harbor Funds Harbor International Growth Fund - Invesco Global Health CareFund	—	—	—	$2K	<0.1%
Franklin Growth Fund	—	—	—	$2K	<0.1%
Invesco Global Allocation Fund	—	—	—	$2K	<0.1%
Franklin Small MidCap Growth A	—	—	—	$2K	<0.1%
VALIC Mid Cap Strategic Growth	—	—	—	$2K	<0.1%
VALIC Systematic Value	—	—	—	$2K	<0.1%
Prudential International Equity Fund	—	—	—	$2K	<0.1%
Equitable EQ/Equity 500 Index	—	—	—	$2K	<0.1%
VALIC Small Cap Index Fund	—	—	—	$2K	<0.1%
Prudential Mid Cap Value Fund	—	—	—	$2K	<0.1%
Franklin Biotechnology Discovery Fund	—	—	—	$2K	<0.1%
Prudential Small Cap Value Fund	—	—	—	$1K	<0.1%
Equitable Target 2035 Allocation	—	—	—	$1K	<0.1%
Prudential MoneyMart Assets Inc 4 Prudential Total Return Bond A	—	—	—	$1K	<0.1%
Prudential Jennison Small Company Fund	—	—	—	$1K	<0.1%
VALIC Systematic Growth Fund	—	—	—	$1K	<0.1%
Prudential High Yield Fund	—	—	—	$1K	<0.1%