Sasha Alleyne signed United Nations Foundation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Nations Foundation, Inc.'s EIN is 58-2368165.
Download the official 2024 Form 5500 (PDF) for United Nations Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Nations Foundation, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $94K | — |
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 | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index K Fund | Common Collective Trusts | — | — | $8.3M | 12.6% | |
| Vanguard Inst Target Retirement 2050 I Fund | Mutual Funds | — | — | $6.6M | 10.1% | |
| Vanguard Inst Target Retirement 2045 I Fund | Mutual Funds | — | — | $5.7M | 8.7% | |
| Vanguard Inst Target Retirement 2055 I Fund | Mutual Funds | — | — | $3.8M | 5.8% | |
| TIAA and CREF Stock R1 | Mutual Funds | — | — | $3.7M | 5.6% | |
| TIAA and CREF Growth R1 | Mutual Funds | — | — | $3.4M | 5.2% | |
| Vanguard Inst Target Retirement 2040 I Fund | Mutual Funds | — | — | $3.1M | 4.7% | |
| Fixed Annuity Contracts - TIAA Traditional Annuity Contracts | Mutual Funds | — | — | $2.7M | 4.1% | |
| Vanguard Inst Target Retirement 2060 I Fund | Mutual Funds | — | — | $2.6M | 4.0% | |
| TIAA and CREF Global Equities R1 | Mutual Funds | — | — | $2.1M | 3.2% | |
| Vanguard Inst Target Retirement 2030 I Fund | Mutual Funds | — | — | $1.9M | 3.0% | |
| TIAA and CREF Equity Index R1 | Common Collective Trusts | — | — | $1.9M | 2.9% | |
| Hartford Intl Opp R6 Fund | Other securities | — | — | $1.5M | 2.3% | |
| iShares Russ 2000 SC Index K Fund | Other securities | — | — | $1.1M | 1.7% | |
| TIAA and CREF TIAA Access Lifecycle 2040 | Mutual Funds | — | — | $1.0M | 1.6% | |
| Vanguard Inst Target Retirement Inc I Fund | Mutual Funds | — | — | $936K | 1.4% | |
| PGIM Total Ret Bond R6 Fd | U.S. Treasuries | — | — | $936K | 1.4% | |
| TIAA and CREF TIAA Access Lifecycle 2045 | Mutual Funds | — | — | $892K | 1.4% | |
| TIAA and CREF Money Market R1 | Mutual Funds | — | — | $857K | 1.3% | |
| Vanguard Fed Money Market Inv Fund | Mutual Funds | — | — | $795K | 1.2% | |
| Mirova Global Sustain Eq Y | Other securities | — | — | $717K | 1.1% | |
| Vanguard Inst Target Retirement 2025 I Fund | Mutual Funds | — | — | $700K | 1.1% | |
| Champlain Midcap Advisor fund | Other securities | — | — | $623K | 1.0% | |
| TIAA and CREF TIAA Access Lifecycle 2050 | Mutual Funds | — | — | $595K | 0.9% | |
| TIAA REAL ESTATE X1 TIAA CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $580K | 0.9% | |
| TIAA and CREF TIAA Access Sm-Cap BL Index | Mutual Funds | — | — | $534K | 0.8% | |
| iShares MSCI Tot Intl Idx K Fund | Common Collective Trusts | — | — | $495K | 0.8% | |
| Vanguard Inst Target Retirement 2065 I Fund | Mutual Funds | — | — | $454K | 0.7% | |
| TIAA and CREF Social Choice R1 | Mutual Funds | — | — | $427K | 0.7% | |
| TIAA and CREF TIAA Access Lifecycle 2035 | Mutual Funds | — | — | $367K | 0.6% | |
| TIAA and CREF Bond Market RI | Mutual Funds | — | — | $356K | 0.5% | |
| iShares US Agg Bond Index K Fund | Other securities | — | — | $292K | 0.4% | |
| Participant Loans Interest rates ranging from 4.25% - 9.50% - | Bonds / Notes | — | — | $285K | 0.4% | |
| iShares Russ Md-Cp Index K Fund | Other securities | — | — | $274K | 0.4% | |
| TIAA and CREF TIAA Access Mid Cap Growth T4 | Mutual Funds | — | — | $269K | 0.4% | |
| Vanguard Inst Target Retirement 2070 I Fund | Mutual Funds | — | — | $210K | 0.3% | |
| TIAA and CREF TIAA Access LG-Cap Value T4 | Mutual Funds | — | — | $203K | 0.3% | |
| TIAA and CREF Inflation Linked Bond | Mutual Funds | — | — | $196K | 0.3% | |
| TIAA and CREF TIAA Access Lifecycle 2025 | Mutual Funds | — | — | $133K | 0.2% | |
| TIAA and CREF TIAA Access Emg Mk Eq Index | Mutual Funds | — | — | $109K | 0.2% | |
| Vanguard Inst Target Retirement 2020 I Fund | Mutual Funds | — | — | $93K | 0.1% | |
| (E) | Other securities | — | — | $93K | 0.1% | |
| TIAA and CREF TIAA Access Equity Index t4 | Common Collective Trusts | — | — | $77K | 0.1% | |
| Nuveen Core Impact Bond R6 Fund | U.S. Treasuries | — | — | $68K | 0.1% | |
| TIAA and CREF TIAA Access Nuv Mid Cap Grw T4 | Mutual Funds | — | — | $65K | <0.1% | |
| Delaware Investments Delaware Small Cap Core R6 Fund | Other securities | — | — | $63K | <0.1% | |
| TIAA and CREF TIAA Access Lifecycle 2030 | Mutual Funds | — | — | $21K | <0.1% | |
| TIAA and CREF TIAA Access Lifecycle 2020 | Mutual Funds | — | — | $17K | <0.1% | |
| TIAA and CREF TIAA Access Lifecycle 2010 | Mutual Funds | — | — | $6K | <0.1% | |
| TIAA and CREF TIAA Access Nuv LfCy Rt Inc T4 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
