Sydney Savion signed Vanderbilt University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vanderbilt University's EIN is 62-0476822.
Download the official 2024 Form 5500 (PDF) for Vanderbilt University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vanderbilt University's plan includes a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $315K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $346K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $279.1M | 11.1% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $250.2M | 10.0% | |
| CREF Stock | Mutual Funds | — | — | $233.3M | 9.3% | |
| Fidelity Self-directed BrokerageLink Account | Self-Directed Brokerage | — | — | $170.8M | 6.8% | |
| Vanguard Dividend Growth Fund | Mutual Funds | — | — | $131.4M | 5.2% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $124.2M | 5.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $123.3M | 4.9% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $117.3M | 4.7% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $116.5M | 4.6% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $93.3M | 3.7% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $79.5M | 3.2% | |
| CREF Growth | Mutual Funds | — | — | $53.8M | 2.1% | |
| Vanguard FTSE Social Index Fund Investor Shares | Common Collective Trusts | — | — | $52.7M | 2.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $48.2M | 1.9% | |
| Vanguard Small Cap Index I | Mutual Funds | — | — | $46.4M | 1.9% | |
| Vanguard Total Bond Market Index Fund Institutional Shares | Common Collective Trusts | — | — | $44.5M | 1.8% | |
| CREF Global Equities | Mutual Funds | — | — | $42.3M | 1.7% | |
| Vanguard Total International Stock Investor Shares | Mutual Funds | — | — | $40.6M | 1.6% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $39.7M | 1.6% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $39.3M | 1.6% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $38.6M | 1.5% | |
| Vanguard Prime Money Market Fund | Mutual Funds | — | — | $34.8M | 1.4% | |
| CREF Equity Index | Common Collective Trusts | — | — | $33.9M | 1.4% | |
| Conestoga SMID Cap Growth Fund Institutional Class | Other securities | — | — | $26.9M | 1.1% | |
| CREF Social Choice | Mutual Funds | — | — | $23.2M | 0.9% | |
| Natixis Loomis Sayles Core Plus Bond Y | Other securities | — | — | $22.4M | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $19.0M | 0.8% | |
| Dimensional Fund Advisors US Targeted Value I | Mutual Funds | — | — | $18.5M | 0.7% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $17.3M | 0.7% | |
| Harding Loevner International Equity | Other securities | — | — | $16.4M | 0.7% | |
| Principal Fixed Account | Other securities | — | — | $16.2M | 0.6% | |
| CREF Core Bond | Mutual Funds | — | — | $15.7M | 0.6% | |
| Dodge & Cox Global Stock | Mutual Funds | — | — | $14.8M | 0.6% | |
| CREF Money Market | Mutual Funds | — | — | $12.3M | 0.5% | |
| VALIC Fixed Account Plus | Other securities | — | — | $9.1M | 0.4% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $9.0M | 0.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $5.9M | 0.2% | |
| VALIC Short Term Fixed Account | Other securities | — | — | $4.9M | 0.2% | |
| VALIC Stock Index Fund | Common Collective Trusts | — | — | $3.1M | 0.1% | |
| VALIC Mid Cap Index Fund | Common Collective Trusts | — | — | $2.7M | 0.1% | |
| VALIC Science & Technology Fund | Other securities | — | — | $2.4M | <0.1% | |
| through 2039; secured by the vested account balances of participants -0- | Other securities | — | — | $2.4M | <0.1% | |
| VALIC Vanguard Windsor II Fund Investor Shares | Mutual Funds | — | — | $2.3M | <0.1% | |
| VALIC Growth Fund | Other securities | — | — | $1.8M | <0.1% | |
| VALIC Aggressive Growth Lifestyle | Other securities | — | — | $1.4M | <0.1% | |
| VALIC Mid Cap Value Fund | Other securities | — | — | $1.4M | <0.1% | |
| VALIC Mid Cap Strategic Growth | Other securities | — | — | $1.4M | <0.1% | |
| VALIC Systematic Value | Other securities | — | — | $1.3M | <0.1% | |
| VALIC Small Cap Index Fund | Common Collective Trusts | — | — | $1.2M | <0.1% | |
| VALIC Systematic Growth Fund | Other securities | — | — | $1.1M | <0.1% |
