Back to filter
Original filing (PDF)20251001173958NAL0012898017001
UCHICAGO ARGONNE, LLC ARGONNE NATIONAL LABORATORY
Form 5500
FILING_RECEIVED
ARGONNE NATIONAL LABORATORY 403(B) EMPLOYEE RETIREMENT PLAN
403(b) retirement plan
Active participants
4,072
Accounts w/ balance
6,785
Plan assets (EOY)
$1.7B
Net assets (EOY)
$1.7B
How this plan invests
This plan
1 pooled trust
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UCHICAGO ARGONNE, LLC ARGONNE NATIONAL LABORATORY.
Plan sponsor
Name
UCHICAGO ARGONNE, LLC ARGONNE NATIONAL LABORATORY
EIN
68-0628477
Address
9700 S. CASS AVE. · LEMONT, IL · 60439
Phone
(630) 252-2989
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
MITCHELL & TITUS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $156K | — |
| TIAA-CREF | 13-1624203 | — | RECORDKEEPER | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UCHICAGO ARGONNE LLC | 68-0628477 | — | CONSULTING | $116K | — |
Investments
42 direct securities · 1 pooled fund· $1.7B(100% of reported assets)
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.
Uncategorized
$1.6B
41 holdings
Mutual Funds
$109.3M
1 holding
Pooled Separate Account
$13.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF Traditional Non-Benefit Responsive | — | — | — | $265.7M | 15.9% | |
| TIAA-CREF Stock Fund | — | — | — | $218.0M | 13.0% | |
| Vanguard VANG TOT STK MKT IP | — | — | — | $182.9M | 10.9% | |
| S * Fidelity Brokerage Link - Fidelity Fund | Mutual Funds | — | — | $109.3M | 6.5% | |
| Vanguard VANG TARGET RET 2030 | — | — | — | $95.2M | 5.7% | |
| Vanguard VANG TARGET RET 2035 | — | — | — | $78.8M | 4.7% | |
| Vanguard VANG TARGET RET 2025 | — | — | — | $74.9M | 4.5% | |
| Vanguard VANG TARGET RET 2040 | — | — | — | $63.1M | 3.8% | |
| GUARANTEED INTEREST ACCOUNTS * Empower Guaranteed Interest Account | — | — | — | $53.8M | 3.2% | |
| PARNASSUS CORE EQ IS | — | — | — | $51.9M | 3.1% | |
| Vanguard VANG TARGET RET 2045 | — | — | — | $51.3M | 3.1% | |
| FIXED ANNUITY CONTRACTS * TIAA-CREF Traditional Benefit Responsive | — | — | — | $50.1M | 3.0% | |
| Vanguard VANG TARGET RET 2050 | — | — | — | $39.2M | 2.3% | |
| TIAA-CREF Growth Account | — | — | — | $35.4M | 2.1% | |
| Vanguard VANG TARGET RET 2020 | — | — | — | $32.4M | 1.9% | |
| Vanguard VANG TARGET RET INC | — | — | — | $30.6M | 1.8% | |
| Fidelity Brokerage Link - External Fund | — | — | — | $24.4M | 1.5% | |
| TIAA-CREF Global Equities | — | — | — | $23.2M | 1.4% | |
| Vanguard VANG TOT BD MKT INST | — | — | — | $22.0M | 1.3% | |
| TIAA-CREF Equity Index Account | — | — | — | $21.9M | 1.3% | |
| MONEY MARKET FUNDS & SHORT-TERM INVESTMENTS * Fidelity Brokerage Link - Cash | — | — | — | $20.3M | 1.2% | |
| Vanguard VANG TARGET RET 2055 | — | — | — | $19.2M | 1.2% | |
| Vanguard Total International Stock IS | — | — | — | $15.5M | 0.9% | |
| TIAA-CREF Core Bond | — | — | — | $13.9M | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $13.5M | 0.8% | |
| Vanguard VANG TARGET RET 2060 | — | — | — | $10.9M | 0.7% | |
| TIAA-CREF Money Market Account | — | — | — | $9.4M | 0.6% | |
| TIAA-CREF Social Choice Fund | — | — | — | $8.8M | 0.5% | |
| Vanguard Federal Money Market Fund | — | — | — | $6.9M | 0.4% | |
| TIAA-CREF Inflation-Linked Bond | — | — | — | $6.2M | 0.4% | |
| Harbor DIVINTAC RET | — | — | — | $5.3M | 0.3% | |
| Blackrock BLKRK TOT RETURN K | — | — | — | $5.2M | 0.3% | |
| PIM INFL RESP MA IS PIM INFL RESP MA IS | — | — | — | $3.8M | 0.2% | |
| PARTICIPANT LOANS * Fidelity Participant loans 4.25% - 9.50%, maturing from 2024 through 2039 | — | — | — | $3.6M | 0.2% | |
| Vanguard VANG TARGET RET 2065 | — | — | — | $2.7M | 0.2% | |
| Lincoln Life Insurance Co. Fixed account | — | — | — | $1.4M | <0.1% | |
| Fidelity Brokerage Link - UNIT | — | — | — | $975K | <0.1% | |
| Vanguard VANG TARGET RET 2070 | — | — | — | $445K | <0.1% | |
| Empower Equity Portfolio | — | — | — | $230K | <0.1% | |
| Empower Capital Growth Account | — | — | — | $84K | <0.1% | |
| Empower Conservative Balanced Portfolio | — | — | — | $26K | <0.1% | |
| Empower Stock Index Portfolio | — | — | — | $2K | <0.1% | |
| Empower Money Market Account | — | — | — | $1K | <0.1% |