Kyle Fulbright signed Tennessee Wesleyan University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tennessee Wesleyan University's EIN is 62-0476661.
Download the official 2024 Form 5500 (PDF) for Tennessee Wesleyan University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tennessee Wesleyan University's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| CREF Stock | Mutual Funds | — | — | $3.1M | 21.1% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $2.9M | 19.8% | |
| CREF Growth | Mutual Funds | — | — | $1.1M | 7.2% | |
| Blackrock Lifepath Index Retirement Fund K | Other securities | — | — | $904K | 6.1% | |
| CREF Global Equities | Mutual Funds | — | — | $733K | 5.0% | |
| VALIC Fixed Account Plus | Other securities | — | — | $592K | 4.0% | |
| CREF Money Market | Mutual Funds | — | — | $581K | 3.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $540K | 3.7% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $523K | 3.5% | |
| CREF Equity Index | Common Collective Trusts | — | — | $515K | 3.5% | |
| Blackrock Lifepath Index 2030 Fund K | Other securities | — | — | $500K | 3.4% | |
| Blackrock Lifepath Index 2045 Fund K | Other securities | — | — | $286K | 1.9% | |
| Blackrock Lifepath Index 2050 Fund K | Other securities | — | — | $272K | 1.8% | |
| Blackrock Lifepath Index 2055 Fund K | Other securities | — | — | $262K | 1.8% | |
| Blackrock Lifepath Index 2040 Fund K | Other securities | — | — | $254K | 1.7% | |
| CREF Social Choice | Mutual Funds | — | — | $218K | 1.5% | |
| Blackrock Lifepath Index 2035 Fund K | Other securities | — | — | $202K | 1.4% | |
| CREF Core Bond R1 | Mutual Funds | — | — | $167K | 1.1% | |
| TIAA Access Social Choice Equities T4 | Mutual Funds | — | — | $135K | 0.9% | |
| Blackrock Lifepath Index 2060 Fund K | Other securities | — | — | $111K | 0.8% | |
| TIAA Access International Equity T4 | Mutual Funds | — | — | $95K | 0.6% | |
| (Continued) * CREF Inflation-Linked Bond | Mutual Funds | — | — | $93K | 0.6% | |
| TIAA Access Lifecycle 2035 T4 | Mutual Funds | — | — | $75K | 0.5% | |
| TIAA Access Small-Cap Equity T4 | Mutual Funds | — | — | $73K | 0.5% | |
| TIAA Access Real Estates Secs T4 | Mutual Funds | — | — | $51K | 0.3% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $42K | 0.3% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $40K | 0.3% | |
| TIAA Access Lifecycle 2050 T4 | Mutual Funds | — | — | $38K | 0.3% | |
| TIAA Access Large-Cap Value T4 | Mutual Funds | — | — | $33K | 0.2% | |
| TIAA Access Small-Cap Bl Index T4 | Mutual Funds | — | — | $32K | 0.2% | |
| TIAA Access Lifecycle 2015 T4 | Mutual Funds | — | — | $27K | 0.2% | |
| Conestoga Small Cap Inst'l | Other securities | — | — | $21K | 0.1% | |
| TIAA Access Large-Cap Growth T4 | Mutual Funds | — | — | $18K | 0.1% | |
| TIAA Access Lifecycle 2040 T4 | Mutual Funds | — | — | $17K | 0.1% | |
| Blackrock Lifepath Index 2065 Fund K | Other securities | — | — | $15K | 0.1% | |
| TIAA Access Mid-Cap Value T4 | Mutual Funds | — | — | $15K | <0.1% | |
| JP Morgan Core Bond R6 | Other securities | — | — | $14K | <0.1% | |
| Blackrock Strategic Income Opps K | Other securities | — | — | $14K | <0.1% | |
| Goldman Sachs CQG Partners International Opps RG | Other securities | — | — | $14K | <0.1% | |
| TIAA Access Lifecycle 2045 T4 | Mutual Funds | — | — | $11K | <0.1% | |
| TIAA Access Lifecycle 2025 T4 | Mutual Funds | — | — | $11K | <0.1% | |
| TIAA Access Lifecycle Retirement Income T4 | Mutual Funds | — | — | $7K | <0.1% | |
| TIAA Access Lifecycle 2030 T4 | Mutual Funds | — | — | $4K | <0.1% | |
| TIAA Access Lifecycle 2055 T4 | Mutual Funds | — | — | $3K | <0.1% | |
| TIAA Access Mid-Cap Growth T4 | Mutual Funds | — | — | $2K | <0.1% | |
| TIAA Access Core Bond Plus T4 ** 757 * TIAA Access Core Bond Equity T4 | Mutual Funds | — | — | $1K | <0.1% | |
| TIAA Access Lifecycle 2020 T4 | 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.
