Georgetown College's EIN is 61-0444695.
Download the official 2023 Form 5500 (PDF) for Georgetown College from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Georgetown College's plan includes a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | N/A | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non benefit responsive ** insurance contracts | Mutual Funds | — | — | $16.1M | 28.9% | |
| TIAA Stock R2 Mutual fund | Mutual Funds | — | — | $9.9M | 17.8% | |
| TIAA Global Equities R2 Mutual fund | Mutual Funds | — | — | $3.7M | 6.6% | |
| TIAA Growth R2 Mutual fund | Mutual Funds | — | — | $2.9M | 5.2% | |
| TIAA Social Choice R2 Mutual fund | Mutual Funds | — | — | $2.4M | 4.4% | |
| TIAA Lifecycle 2040-Rtmt Mutual fund | Mutual Funds | — | — | $1.9M | 3.4% | |
| Vanguard 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $1.8M | 3.2% | |
| TIAA Equity Index R2 Mutual fund | Common Collective Trusts | — | — | $1.5M | 2.7% | |
| TIAA Lifecycle 2045-Rtmt Mutual fund | Mutual Funds | — | — | $1.1M | 2.0% | |
| TIAA Lifecycle 2030-Rtmt Mutual fund | Mutual Funds | — | — | $1.0M | 1.8% | |
| Putnam Large Cap Value Fund Y Mutual fund | Mutual Funds | — | — | $1.0M | 1.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $973K | 1.7% | |
| TIAA Lifecycle 2025-Rtmt Mutual fund | Mutual Funds | — | — | $914K | 1.6% | |
| Vanguard Small Cap Index Adm Mutual fund | Mutual Funds | — | — | $899K | 1.6% | |
| TIAA Lifecycle 2035-Rtmt Mutual fund | Mutual Funds | — | — | $813K | 1.5% | |
| TIAA Lifecycle 2010-Rtmt Mutual fund | Mutual Funds | — | — | $795K | 1.4% | |
| TIAA Bond Market R2 Mutual fund | Mutual Funds | — | — | $755K | 1.4% | |
| T. Rowe Price Capital Mutual fund ** Appreciation I | Other securities | — | — | $723K | 1.3% | |
| Vanguard Total Intl Stk Idx Adm Mutual fund | Common Collective Trusts | — | — | $692K | 1.2% | |
| TIAA Lifecycle 2020-Rtmt Mutual fund | Mutual Funds | — | — | $621K | 1.1% | |
| Vanguard Mid Capitalization Mutual fund ** Index | Mutual Funds | — | — | $603K | 1.1% | |
| TIAA Traditional Fully benefit responsive ** insurance contract | Mutual Funds | — | — | $592K | 1.1% | |
| TIAA Lifecycle 2050-Rtmt Mutual fund | Mutual Funds | — | — | $532K | 1.0% | |
| TIAA Money Market R2 Money market | Mutual Funds | — | — | $508K | 0.9% | |
| Western Assets Core Plus Bnd IS Mutual fund | Other securities | — | — | $448K | 0.8% | |
| American Funds New Mutual fund ** Perspective R6 | Mutual Funds | — | — | $339K | 0.6% | |
| TIAA Inflation-Linked Bond R2 Mutual fund | Mutual Funds | — | — | $330K | 0.6% | |
| TIAA Stable Value Fully benefit responsive ** insurance contract | Stable Value | — | — | $324K | 0.6% | |
| American Euro Pacific Growth R6 Mutual fund | Other securities | — | — | $316K | 0.6% | |
| TIAA Lifecycle 2055-Rtmt Mutual fund | Mutual Funds | — | — | $226K | 0.4% | |
| Vanguard Total Bond Mrkt Index Mutual fund | Mutual Funds | — | — | $204K | 0.4% | |
| AB Large Cap Growth Fund I Mutual fund | Other securities | — | — | $172K | 0.3% | |
| Prudential Global Real Estate Q Mutual fund | Other securities | — | — | $155K | 0.3% | |
| AllSpring Emerg Mrkt EQ Inst Mutual fund | Other securities | — | — | $124K | 0.2% | |
| T Rowe Price New Horizon I Mutual fund | Mutual Funds | — | — | $114K | 0.2% | |
| TIAA Lifecycle 2060-Rtmt Mutual fund | Mutual Funds | — | — | $108K | 0.2% | |
| TIAA Lifecycle 2015-Rtmt Mutual fund | Mutual Funds | — | — | $84K | 0.1% | |
| Delaware Small Cap Value Mutual fund | Other securities | — | — | $28K | <0.1% | |
| various dates through July 2027. | Other securities | — | — | $10K | <0.1% | |
| TIAA Lifecycle 2065-Inst Mutual fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
