Back to filter
Original filing (PDF)20251001173824NAL0013536337001
UCHICAGO ARGONNE, LLC ARGONNE NATIONAL LABORATORY
Form 5500
FILING_RECEIVED
ARGONNE NATIONAL LABORATORY 401(A) RETIREMENT PLAN
403(b) retirement plan
Active participants
3,299
Accounts w/ balance
5,564
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
18 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
2G · Total participant-directed 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 |
|---|---|---|---|---|---|
| TIAA-CREF | 13-1624203 | — | RECORDKEEPER | $7K | — |
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | -$93K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UCHICAGO ARGONNE LLC | 68-0628477 | — | CONSULTING | $12K | — |
Investments
23 direct securities · 18 pooled funds· $1.2B(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.
Common Collective Trust
$665.5M
17 holdings
Uncategorized
$415.9M
21 holdings
Mutual Funds
$76.0M
1 holding
Common Collective Trusts
$38.4M
1 holding
Pooled Separate Account
$3.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC INSTL TOTAL STOCK MRKT IDX VANGUARD FIDUCIARY TRUST CO · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $113.9M | 11.1% | |
| Vanguard VANG INST TOTL SK TR | — | — | — | $113.9M | 11.1% | |
| VANGUARD TARGET 2030 TR I VANGUARD FIDUCIARY TRUST CO · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $94.2M | 9.2% | |
| VANGUARD TARGET 2035 TR I VANGUARD FIDUCIARY TRUST CO · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $80.2M | 7.8% | |
| S * FIDELITY Brokerage Link - Fidelity Fund | Mutual Funds | — | — | $76.0M | 7.4% | |
| FIXED ANNUITY CONTRACTS * TIAA-CREF Traditional | — | — | — | $69.0M | 6.7% | |
| VANGUARD TARGET 2025 TR I VANGUARD FIDUCIARY TRUST CO · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $68.4M | 6.7% | |
| VANGUARD TARGET 2040 TR I VANGUARD FIDUCIARY TRUST CO · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $65.8M | 6.4% | |
| GUARANTEED INTEREST ACCOUNTS * Empower Guaranteed Interest Account | — | — | — | $60.5M | 5.9% | |
| VANGUARD TARGET 2045 TR I VANGUARD FIDUCIARY TRUST CO · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $58.7M | 5.7% | |
| TIAA-CREF Stock Fund | — | — | — | $43.4M | 4.2% | |
| VANGUARD TARGET 2050 TR I VANGUARD FIDUCIARY TRUST CO · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $39.6M | 3.9% | |
| PARNASSUS COLLECTIVE INVESTMENT TR SEI TRUST COMPANY · EIN 85-3199856 / PN 144 | Common Collective Trust | — | — | $38.4M | 3.7% | |
| FUNDS Parnassus Investments PARN SUSTAIN CR EQ 1 | Common Collective Trusts | — | — | $38.4M | 3.7% | |
| VANGUARD TARGET 2020 TR I VANGUARD FIDUCIARY TRUST CO · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $28.7M | 2.8% | |
| VANGUARD TARGET 2055 TR I VANGUARD FIDUCIARY TRUST CO · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $21.3M | 2.1% | |
| FIDELITY Brokerage Link - External Fund | — | — | — | $21.1M | 2.1% | |
| TIAA-CREF Growth Account | — | — | — | $19.3M | 1.9% | |
| VANGUARD TARGET INCOME TR I VANGUARD FIDUCIARY TRUST CO · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $19.2M | 1.9% | |
| Vanguard VG IS TOT BD MKT IDX | — | — | — | $15.0M | 1.5% | |
| VFTC INSTL TOTAL BOND MRKT IDX VANGUARD FIDUCIARY TRUST CO · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $15.0M | 1.5% | |
| ( a ) Party Collateral, Par, or Maturity Value ( d ) Cost** ( e ) Current Value MONEY MARKET FUNDS & SHORT-TERM INVESTMENTS * Fidelity Brokerage Link - Cash | — | — | — | $14.8M | 1.4% | |
| TIAA-CREF Global Equity | — | — | — | $9.6M | 0.9% | |
| VFTC INSTL TOTAL INTL STOCK MRKT ID VANGUARD FIDUCIARY TRUST CO · EIN 84-6548531 / PN 001 | Common Collective Trust | — | — | $8.6M | 0.8% | |
| Vanguard VG IS TL INTL STK MK | — | — | — | $8.6M | 0.8% | |
| VANGUARD TARGET 2060 TR I VANGUARD FIDUCIARY TRUST CO · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $7.6M | 0.7% | |
| Prudential Core Equity Fund | — | — | — | $7.1M | 0.7% | |
| TIAA-CREF Equity Index Account | — | — | — | $6.4M | 0.6% | |
| TIAA-CREF Social Choice Fund | — | — | — | $5.6M | 0.5% | |
| TIAA-CREF Core Bond | — | — | — | $5.0M | 0.5% | |
| Harbor DIV INT AC RET | — | — | — | $4.3M | 0.4% | |
| Vanguard Federal Money Market Fund | — | — | — | $3.9M | 0.4% | |
| TIAA REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $3.7M | 0.4% | |
| BLACKROCK TOTAL RETURN BOND FUND BLACKRCOK INSTITUTIONAL TRUST CO, NA · EIN 47-1217136 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.3% | |
| PIMCO PIM INFL RESP MA IS | — | — | — | $3.2M | 0.3% | |
| VANGUARD TARGET 2065 TR I VANGUARD FIDUCIARY TRUST CO · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.2% | |
| TIAA-CREF Money Market Account | — | — | — | $1.9M | 0.2% | |
| TIAA-CREF Inflation-Linked Bond | — | — | — | $1.8M | 0.2% | |
| FIDELITY Brokerage Link - UNIT | — | — | — | $1.1M | 0.1% | |
| Lincoln Life Insurance Co. Fixed account | — | — | — | $382K | <0.1% | |
| VANGUARD TARGET 2070 TR I VANGUARD FIDUCIARY TRUST CO · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $362K | <0.1% |