Back to filter
Original filing (PDF)20251005195323NAL0003019665001
HOWARD HUGHES MEDICAL INSTITUTE
Form 5500
FILING_RECEIVED
HOWARD HUGHES MEDICAL INSTITUTE RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
2,784
Accounts w/ balance
12,777
Plan assets (EOY)
$2.0B
Net assets (EOY)
$2.0B
How this plan invests
This plan
1 pooled trust
Schedule D
55 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOWARD HUGHES MEDICAL INSTITUTE.
Plan sponsor
Name
HOWARD HUGHES MEDICAL INSTITUTE
EIN
59-0735717
Address
4000 JONES BRIDGE ROAD · CHEVY CHASE, MD · 208156789
Phone
(301) 215-8500
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
HOWARD HUGHES MEDICAL INSTITUTE
EIN
59-0735717
City
CHEVY CHASE, MD
Phone
(301) 215-8500
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $326K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS,LLC | 26-0058143 | — | NONE | $47K | — |
Investments
54 direct securities · 1 pooled fund· $2.0B(100% 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
$1.9B
54 holdings
Pooled Separate Account
$18.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R3 | — | 301,861 | — | $276.9M | 14.1% | |
| TIAA Traditional Annuity - RA | — | — | — | $242.0M | 12.3% | |
| CREF Growth | — | 191,794 | — | $101.3M | 5.1% | |
| Vanguard Target Retirement 2035 Fund | — | 3,492,852 | — | $83.8M | 4.3% | |
| Vanguard Target Retirement 2030 Fund | — | 2,180,599 | — | $82.6M | 4.2% | |
| Vanguard Growth Index Fund | — | 352,893 | — | $74.5M | 3.8% | |
| Vanguard Institutional Index Fund | — | 150,539 | — | $72.1M | 3.7% | |
| Vanguard Target Retirement 2040 Fund | — | 1,522,546 | — | $65.8M | 3.3% | |
| Vanguard Total Stock Market Index Fund | — | 454,584 | — | $64.1M | 3.3% | |
| TIAA Traditional Annuity - RC | — | — | — | $64.1M | 3.3% | |
| CREF Equity Index | — | 119,116 | — | $61.6M | 3.1% | |
| Vanguard Target Retirement 2045 Fund | — | 1,993,259 | — | $59.1M | 3.0% | |
| CREF Global Equities | — | 143,451 | — | $50.0M | 2.5% | |
| Vanguard Target Retirement 2025 Fund | — | 2,622,617 | — | $49.0M | 2.5% | |
| Vanguard Target Retirement 2050 Fund | — | 740,849 | — | $36.9M | 1.9% | |
| Vanguard Small-Cap Index Fund | — | 305,302 | — | $35.2M | 1.8% | |
| American Funds New Perspective Fund | — | 510,859 | — | $31.7M | 1.6% | |
| Vanguard Developed Markets Index Fund | — | 1,923,816 | — | $29.6M | 1.5% | |
| Vanguard Value Index Fund | — | 445,059 | — | $29.4M | 1.5% | |
| Vanguard Target Retirement 2020 Fund | — | 1,010,339 | — | $26.8M | 1.4% | |
| CREF Stock R4 | — | 28,491 | — | $26.2M | 1.3% | |
| CREF Social Choice | — | 67,584 | — | $25.0M | 1.3% | |
| Vanguard Mid-Cap Index Fund | — | 322,259 | — | $23.3M | 1.2% | |
| Vanguard Total Bond Market Index Fund | — | 2,430,540 | — | $23.0M | 1.2% | |
| Vanguard Emerging Markets Stock Index Fund | — | 791,418 | — | $22.1M | 1.1% | |
| TIAA Traditional Annuity - GSRA | — | — | — | $21.3M | 1.1% | |
| Putnam Equity Income Fund | — | 617,274 | — | $21.3M | 1.1% | |
| TIAA Stable Value | — | 39,164 | — | $20.4M | 1.0% | |
| CREF Bond Market | — | 147,570 | — | $19.9M | 1.0% | |
| CREF Money Market | — | 649,170 | — | $19.4M | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $18.1M | 0.9% | |
| Vanguard Target Retirement Income Fund | — | 1,287,574 | — | $16.9M | 0.9% | |
| Vanguard Target Retirement 2055 Fund | — | 290,110 | — | $16.1M | 0.8% | |
| Nuveen Large Cap Responsible Equity | — | 562,688 | — | $14.8M | 0.8% | |
| Vanguard REIT Index Fund | — | 716,286 | — | $14.0M | 0.7% | |
| TIAA Traditional Annuity - SRA | — | — | — | $13.8M | 0.7% | |
| American EuroPac Growth R6 | — | 202,982 | — | $10.9M | 0.6% | |
| NYLI Winslow Large Cap Grw R6 | — | 899,486 | — | $10.9M | 0.6% | |
| Vanguard Inflation-Protected Securities Fund | — | 1,177,396 | — | $10.8M | 0.5% | |
| Vanguard Short-Term Bond Index Fund | — | 1,059,124 | — | $10.7M | 0.5% | |
| Dodge & Cox Income Fund | — | 757,876 | — | $9.4M | 0.5% | |
| Vanguard Target Retirement 2060 Fund | — | 164,081 | — | $8.4M | 0.4% | |
| CREF Inflation-Linked Bond | — | 93,541 | — | $7.9M | 0.4% | |
| JPMorgan High Yield Fund | — | 1,117,687 | — | $7.3M | 0.4% | |
| MFS Mid Cap Value Class R6 | — | 211,993 | — | $6.7M | 0.3% | |
| MFS Mid Cap Growth Fund R6 | — | 171,539 | — | $5.4M | 0.3% | |
| Vanguard Federal Money Market Inv | — | 5,244,946 | — | $5.2M | 0.3% | |
| BlackRock Strategic Income Opportunities Portfolio | — | 535,129 | — | $5.1M | 0.3% | |
| MassMutual Small Cap Growth Equity Fund 1 | — | 273,552 | — | $4.4M | 0.2% | |
| Boston Partners Small Cap Value Fund II Institutional Class | — | 155,737 | — | $4.0M | 0.2% | |
| Vanguard Total Intl Bond Index Inst | — | 112,101 | — | $3.3M | 0.2% | |
| Vanguard Target Retirement 2065 Fund | — | 93,900 | — | $3.2M | 0.2% | |
| Participant loans receivable | — | — | — | $1.1M | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | 1,488 | — | $40K | <0.1% | |
| TIAA Traditional Annuity - RCP | — | — | — | $1 | <0.1% |