Carissa Dunaway signed UT-Battelle, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UT-Battelle, LLC's EIN is 62-1788235.
Download the official 2024 Form 5500 (PDF) for UT-Battelle, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UT-Battelle, LLC's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARRISON STREET ADVISORS, LLC | 45-3147571 | — | NONE | $1.6M | — |
| POLARIS CAPITAL MANAGEMENT, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Account Name OAK RIDGE NATIONAL LABSHistorical Cost | Other securities | — | $4.1M | $471.7M | 19.7% | |
| ARROWSTREET GLOBAL EQIUTY ACWI CIT GLOBAL TRUST COMPANY - ARROWSTREET · EIN 37-6607043 / PN 002 | Common Collective Trust | — | — | $308.6M | 12.9% | |
| ARTISAN GLOBAL OPPS TRUST II ARTISAN MULTIPLE INVESTMENT TRUST · EIN 45-4916464 / PN 003 | Common Collective Trust | — | — | $303.6M | 12.6% | |
| POLARIS CAPITAL GLOBAL VALUE CIT POLARIS CAPITAL MANAGEMENT COLLECTIVE INVESTMENT TRUST · EIN 61-6556739 / PN 002 | Common Collective Trust | — | — | $290.6M | 12.1% | |
| COLTV SHORT TERM INVESTMENT FUND NORTHERN TRUST INVESTMENTS INC · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $183.9M | 7.7% | |
| Acquisitions-8,862,060.74-4,563,840.14-4,182,006.93-3,262,038.01 | Other securities | — | $1.9M | $93.5M | 3.9% | |
| CF BNYM MELLON DB NSL FALLEN ANGELS BNY MELLON · EIN 25-6078093 / PN 351 | Common Collective Trust | — | — | $69.3M | 2.9% | |
| CF JPMCB STRATEGIC PROPERTY FUND J.P. MORGAN INVESTMENT MANAGEMENT INC. · EIN 13-6038770 / PN 001 | Common Collective Trust | — | — | $62.5M | 2.6% | |
| Acquisitions | Other securities | — | $16.3M | $50.9M | 2.1% | |
| METLIFE BLKRK SA637 GAC32257-SL METROPOLITAN LIFE INSURANCE CO · EIN 13-5581829 / PN 000 | Pooled Separate Account | — | — | $45.5M | 1.9% | |
| PRUDENTIAL GAC 40053 JENNISN PRUDENTIAL INSURANCE COMPANY · EIN 22-1211670 / PN 000 | Pooled Separate Account | — | — | $41.6M | 1.7% | |
| NT COLL ALL COUNTRY WORLD IND FD NORTHERN TRUST INVESTMENTS INC · EIN 45-6138589 / PN 150 | Common Collective Trust | — | — | $30.3M | 1.3% | |
| Acquisitions | Other securities | — | $81.2M | $23.5M | 1.0% | |
| Proceeds ofDispositions 36 Page 30 of 95 Cost of Account number ORNLMM Acquisitions-19,399,639.44-33,285,719.44-14,346,472.28-8,260,544.38-2,657,172.21-4,474,340.76 | Other securities | — | $4.5M | $18.8M | 0.8% | |
| Acquisitions -32,621,019.04-32,621,019.04-4,482,783.79-4,482,783.79 | Other securities | — | $5.5M | $13.0M | 0.5% | |
| Proceeds ofDispositions 34 Page 28 of 95 Cost of Account number ORNLMM Acquisitions | Other securities | — | — | $12.3M | 0.5% | |
| Proceeds ofDispositions | Other securities | — | — | $10.9M | 0.5% | |
| Account Name OAK RIDGE NATIONAL LABSHistorical Cost | Other securities | — | $4.2M | $8.1M | 0.3% | |
| Account Name OAK RIDGE NATIONAL LABSHistorical Cost | Other securities | — | — | $7.1M | 0.3% | |
| Proceeds ofDispositions | Other securities | — | — | $5.9M | 0.2% | |
| Proceeds ofDispositions | Other securities | — | — | $3.6M | 0.2% | |
| PRIVATE EQUITY PARTNERS X MGR LP GOLDMAN SACHS PEP X ADVISORS LLC · EIN 26-2610183 / PN 001 | 103-12 Investment Entity | — | — | $2.7M | 0.1% | |
| ADAMS ST PT FD - 2009 US FD LP ADAMS STREET PARTNERS LLC · EIN 26-3337918 / PN 001 | 103-12 Investment Entity | — | — | $1.5M | <0.1% | |
| HARBOURVEST INTL PEP VI HARBOURVEST PARTNERS LLC · EIN 98-0582576 / PN 001 | 103-12 Investment Entity | — | — | $1.2M | <0.1% | |
| HARBOURVEST PT VIII VENT FD LP HARBOURVEST PARTNERS LLC · EIN 34-2063502 / PN 001 | 103-12 Investment Entity | — | — | $1.1M | <0.1% | |
| PRIVATE EQUITY PARNTERS IX MGR LP THE GOLDMAN SACHS GROUP INC. · EIN 20-8447809 / PN 001 | 103-12 Investment Entity | — | — | $633K | <0.1% | |
| ADAMS ST PT FD - 2009 NON US DEVELO ADAMS STREET PARTNERS LLC · EIN 26-3338089 / PN 001 | 103-12 Investment Entity | — | — | $614K | <0.1% | |
| Account Name OAK RIDGE NATIONAL LABSHistorical Cost Generated by Northern Trust from periodic data on 25 Feb 25 5,610,000.0007,219,000.0004,924,000.0004,113,000.0006,003,000.0004,489,000.0006,568,000.0 | Other securities | — | $397K | $566K | <0.1% | |
| ADAMS ST PT FD - 2009 NON US EMERG ADAMS STREET PARTNERS LLC · EIN 26-3338182 / PN 001 | 103-12 Investment Entity | — | — | $428K | <0.1% | |
| Proceeds ofDispositions 37 Page 31 of 95 Cost of Account number ORNLMM | Other securities | — | — | $427K | <0.1% | |
| Proceeds ofDispositions | Other securities | — | — | $378K | <0.1% | |
| PRIVATE EQUITY PARTNER 2005 MGR LP THE GOLDMAN SACHS GROUP INC. · EIN 20-3684992 / PN 001 | 103-12 Investment Entity | — | — | $351K | <0.1% | |
| Account Name OAK RIDGE NATIONAL LABSHistorical Cost Generated by Northern Trust from periodic data on 25 Feb 25 2,357,000.000 5,947,500.0007,204,000.000 | Other securities | — | $204K | $332K | <0.1% | |
| Proceeds ofDispositions | Other securities | — | — | $222K | <0.1% | |
| Account number ORNLMM | Other securities | — | — | $200K | <0.1% | |
| ADAMS STREET PT FD - 2007 US FD LP ADAMS STREET PARTNERS LLC · EIN 20-5740413 / PN 001 | 103-12 Investment Entity | — | — | $145K | <0.1% | |
| Proceeds ofDispositions 35 Page 29 of 95 Cost of Account number ORNLMM | Other securities | — | — | $108K | <0.1% | |
| HARBOURVEST PT VII VENT HOLD FD LP HARBOURVEST PARTNERS LLC · EIN 03-0438209 / PN 001 | 103-12 Investment Entity | — | — | $96K | <0.1% | |
| Account Name OAK RIDGE NATIONAL LABSHistorical Cost Generated by Northern Trust from periodic data on 25 Feb | Other securities | — | $495K | $75K | <0.1% | |
| ADAMS ST PT FD - 2003 US FD ADAMS STREET PARTNERS LLC · EIN 30-0134062 / PN 001 | 103-12 Investment Entity | — | — | $60K | <0.1% | |
| ADAMS ST PT FD - 2002 US FD LP ADAMS STREET PARTNERS LLC · EIN 36-4486500 / PN 001 | 103-12 Investment Entity | — | — | $58K | <0.1% | |
| HARBOURVEST PT VIII BUYOUT FD LP HARBOURVEST PARTNERS LLC · EIN 34-2063501 / PN 001 | 103-12 Investment Entity | — | — | $27K | <0.1% | |
| ADAMS ST PT FD - 2007 NON US FD LP ADAMS STREET PARTNERS LLC · EIN 20-5740506 / PN 001 | 103-12 Investment Entity | — | — | $26K | <0.1% | |
| Shares/Par Value 08-15-205311-15-2053 | Other securities | — | — | $20K | <0.1% | |
| Acquisitions Account Name OAK RIDGE NATIONAL LABS | Other securities | — | $8K | $12K | <0.1% | |
| Generated by Northern Trust from periodic data on 25 Feb | Other securities | — | $15K | $4K | <0.1% | |
| HARBOURVEST HV VII BUYOUT HOLDING HARBOURVEST PARTNERS LLC · EIN 04-3658334 / PN 001 | 103-12 Investment Entity | — | — | $1 | <0.1% | |
| HARBOURVEST INTL PEP V HARBOURVEST PARTNERS LLC · EIN 05-0623924 / PN 002 | 103-12 Investment Entity | — | — | $1 | <0.1% | |
| CF BLACKROCK US STRIPS 20+ YR BOND BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 82-2249590 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-3269043 |
| — |
| NONE |
| $1.2M |
| — |
| JP MORGAN INVESTMENT MANAGEMENT INC | 13-3200244 | — | NONE | $613K | — |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20-0292745 | — | NONE | $228K | — |
| TCW INVESTMENT MANAGEMENT CO. | 93-0939400 | — | NONE | $104K | — |
| HAMILTON LANE ADVISORS, LLC | 23-2962336 | — | NONE | $69K | — |
| JENNISON ASSOCIATES LLC | 22-2540245 | — | NONE | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KPMG | 13-5565207 | — | NONE | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK & TRUST CO | 04-1867445 | — | NONE | $624K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $624K | — |
| TOWERS WATSON | 13-5654526 | — | NONE | $299K | — |
| METROPOLITAN LIFE INSURANCE COMPANY | 13-5581829 | — | NONE | $266K | — |
| STATE STREET BANK & TRUST CO. | 04-1867445 | — | NONE | $222K | — |
| CALLAN LLC | 82-2748926 | — | NONE | $218K | — |
| USI CONSULTING GROUP INC | 06-1053228 | — | NONE | $162K | — |
| GROOM LAW | 52-1219029 | — | NONE | $88K | — |
| INSIGHT NORTH AMERICA LLC | 82-0983489 | — | NONE | $81K | — |
| CURCIO WEBB | 36-4171366 | — | NONE | $72K | — |
| MCCONNELL AND JONES LLP | 76-0488832 | — | NONE | $55K | — |
| PRUDENTIAL INSURANCE COMPANY | 22-1211670 | — | NONE | $49K | — |
| BRICKER GRAYDON | 61-0565234 | — | NONE | $41K | — |
