Oak Ridge Associated Universities' EIN is 62-0476816.
Download the official 2024 Form 5500 (PDF) for Oak Ridge Associated Universities from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oak Ridge Associated Universities' plan includes a 403(b) annuity.
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | SANTA BARBARA, CA | NONE | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $57.4M | 16.0% | |
| TIAA CREF Stock Account | Mutual Funds | — | — | $46.8M | 13.0% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $29.5M | 8.2% | |
| JP Morgan Equity Inc Fd Cla R6 | Common Stocks | — | — | $20.4M | 5.7% | |
| TIAA Nuveen S&P 500 Idx R6 | Common Collective Trusts | — | — | $19.4M | 5.4% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $18.8M | 5.2% | |
| Western Asset Core Plus Bnd IS | Other securities | — | — | $16.2M | 4.5% | |
| JP Morgan JPMorgan Large Cap Growth R6 | Other securities | — | — | $10.5M | 2.9% | |
| ClearBridge Large Cap Growth IS | Other securities | — | — | $10.0M | 2.8% | |
| Transamerica Intl Equity | Other securities | — | — | $9.1M | 2.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $8.9M | 2.5% | |
| TIAA CREF Growth | Mutual Funds | — | — | $8.8M | 2.4% | |
| MFS International Diversif R3 | Mutual Funds | — | — | $8.5M | 2.4% | |
| Lord Abbett High Yield Fund R6 | Mutual Funds | — | — | $7.1M | 2.0% | |
| Janus Henderson Dev World Bd N | Mutual Funds | — | — | $6.8M | 1.9% | |
| American Century Emerging Markets R6 | Other securities | — | — | $6.0M | 1.7% | |
| TIAA CREF Global Equities | Mutual Funds | — | — | $5.1M | 1.4% | |
| TIAA CREF Equity Index | Common Collective Trusts | — | — | $4.4M | 1.2% | |
| Vanguard Mid-Cap Idx Adm | Common Collective Trusts | — | — | $4.1M | 1.1% | |
| American Century Mid Cap Val Fd Cla R6 | Other securities | — | — | $3.9M | 1.1% | |
| American Century American Century Small Cap Val R6 | Other securities | — | — | $3.6M | 1.0% | |
| MassMutual Small Cap Gr Eq I | Other securities | — | — | $3.4M | 0.9% | |
| T Rowe Price Intl Discovery I | Mutual Funds | — | — | $3.0M | 0.8% | |
| TIAA Nuveen Emrg Mkts Debt R6 | Mutual Funds | — | — | $2.9M | 0.8% | |
| MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $2.8M | 0.8% | |
| TIAA CREF Money Market Account | Mutual Funds | — | — | $2.5M | 0.7% | |
| Federated Hermes Infl Prot Sec | Other securities | — | — | $2.4M | 0.7% | |
| Cohen & Steers Cohen & Steers Realty Shares | Other securities | — | — | $2.4M | 0.7% | |
| Vanguard S-T Inf Pro Sec Idx Adm | Common Collective Trusts | — | — | $2.3M | 0.7% | |
| Fidelity Growth Company | Mutual Funds | — | — | $1.9M | 0.5% | |
| TIAA CREF Social Choice | Mutual Funds | — | — | $1.6M | 0.4% | |
| TIAA Nuveen Intl Eq Idx R6 | Common Collective Trusts | — | — | $1.4M | 0.4% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $1.3M | 0.4% | |
| VALIC PD Fixed Account Plus | Other securities | — | — | $1.2M | 0.3% | |
| VALIC IP Fixed Account Plus | Other securities | — | — | $1.2M | 0.3% | |
| VALIC Science & Technology Fund | Other securities | — | — | $1.1M | 0.3% | |
| TIAA Nuveen Bond Index R6 | Mutual Funds | — | — | $1.1M | 0.3% | |
| Fidelity Contrafund | Mutual Funds | — | — | $1.1M | 0.3% | |
| VALIC Stock Index Fund | Common Collective Trusts | — | — | $927K | 0.3% | |
| Fidelity OTC Portfolio | Mutual Funds | — | — | $856K | 0.2% | |
| Vanguard Windsor II Fund Admiral | Mutual Funds | — | — | $835K | 0.2% | |
| Fidelity Magellan | Mutual Funds | — | — | $683K | 0.2% | |
| Vanguard Various | Mutual Funds | — | — | $594K | 0.2% | |
| TIAA Nuveen Sm-Cap BI Idx R6 | Common Collective Trusts | — | — | $567K | 0.2% | |
| VALIC Growth Fund | Other securities | — | — | $561K | 0.2% | |
| Fidelity Sel Technology | Mutual Funds | — | — | $538K | 0.1% | |
| TIAA CREF Inflation-Linked Bond | Mutual Funds | — | — | $530K | 0.1% | |
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $519K | 0.1% | |
| TIAA CREF Core Bond | Mutual Funds | — | — | $462K | 0.1% | |
| Fidelity New Millen | Mutual Funds | — | — | $429K | 0.1% |
