Christopher Lee signed Clark Atlanta University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clark Atlanta University's EIN is 58-1825259.
Download the official 2024 Form 5500 (PDF) for Clark Atlanta University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clark Atlanta 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 | $59K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Non-Benefit Responsive | Mutual Funds | — | — | $24.7M | 20.6% | |
| CREF Stock R2 | Mutual Funds | — | — | $18.2M | 15.1% | |
| CREF Growth R2 | Mutual Funds | — | — | $8.5M | 7.0% | |
| TIAA Traditional Annuity Benefit Responsive | Mutual Funds | — | — | $7.3M | 6.1% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $5.2M | 4.3% | |
| Nuveen Lifecycle 2035 R6 | Mutual Funds | — | — | $4.8M | 4.0% | |
| Nuveen Lifecycle 2025 R6 | Mutual Funds | — | — | $4.0M | 3.3% | |
| Nuveen Lifecycle 2030 R6 | Mutual Funds | — | — | $4.0M | 3.3% | |
| Nuveen Lifecycle 2040 R6 | Mutual Funds | — | — | $3.7M | 3.1% | |
| Nuveen Lifecycle 2020 R6 | Mutual Funds | — | — | $3.5M | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.3M | 2.7% | |
| Nuveen Large Cap Value R6 | Mutual Funds | — | — | $3.0M | 2.5% | |
| Nuveen International Equity R6 | Mutual Funds | — | — | $2.9M | 2.4% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $2.8M | 2.3% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $2.7M | 2.2% | |
| CREF Money Market R2 | Mutual Funds | — | — | $2.5M | 2.1% | |
| Nuveen Lifecycle 2015 R6 | Mutual Funds | — | — | $2.4M | 2.0% | |
| Nuveen Lifecycle 2045 R6 | Mutual Funds | — | — | $2.4M | 2.0% | |
| T Rowe Price Extended Equity Market Index | Mutual Funds | — | — | $2.1M | 1.7% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $1.5M | 1.2% | |
| Nuveen Equity Index R6 | Common Collective Trusts | — | — | $1.3M | 1.1% | |
| Nuveen Lifecycle 2050 R6 | Mutual Funds | — | — | $1.2M | 1.0% | |
| Nuveen Lifecycle 2010 R6 | Mutual Funds | — | — | $1.1M | 0.9% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $1.1M | 0.9% | |
| Nuveen Quant Small Cap Equity R6 | Mutual Funds | — | — | $1.0M | 0.8% | |
| JPMorgan US Research Enhanced Equities I | Other securities | — | — | $930K | 0.8% | |
| MFS Global Real Estate Fund R6 | Mutual Funds | — | — | $865K | 0.7% | |
| Dodge & Cox Income Fund - Cl X | Mutual Funds | — | — | $606K | 0.5% | |
| TIAA Stable Value | Stable Value | — | — | $560K | 0.5% | |
| Participant loans | Participant loans | — | — | $505K | 0.4% | |
| Nuveen Lifecycle Retirement Income R6 | Mutual Funds | — | — | $427K | 0.4% | |
| Nuveen Lifecycle 2055 R6 | Mutual Funds | — | — | $377K | 0.3% | |
| JPMorgan US Small Company Fund Federal Select | Common Stocks | — | — | $317K | 0.3% | |
| American Funds New World Fund | Mutual Funds | — | — | $258K | 0.2% | |
| Nuveen Lifecycle 2060 R6 | Mutual Funds | — | — | $167K | 0.1% | |
| TIAA Plan Loan Default Fund | Mutual Funds | — | — | $35K | <0.1% | |
| Nuveen Lifecycle 2065 R6 | Mutual Funds | — | — | $14K | <0.1% |
