John Brown University's EIN is 71-0239576.
Download the official 2024 Form 5500 (PDF) for John Brown University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)John Brown University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CREF Stock 6,011.2095 units | Mutual Funds | — | — | $5.4M | 8.4% | |
| TIAA Traditional Non Benefit-Responsive | Mutual Funds | — | — | $5.3M | 8.3% | |
| T Rowe Price T Rowe Price Retirement 2030 R 169,827.5425 shares | Mutual Funds | — | — | $4.3M | 6.8% | |
| T Rowe Price T Rowe Price Retirement 2040 R 141,433.9738 shares | Mutual Funds | — | — | $4.3M | 6.8% | |
| T Rowe Price T Rowe Price Retirement 2025 R 248,097.3016 shares | Mutual Funds | — | — | $4.1M | 6.4% | |
| T Rowe Price T Rowe Price Retirement 2035 R 192,818.8954 shares | Mutual Funds | — | — | $4.1M | 6.4% | |
| T Rowe Price T Rowe Price Retirement 2045 R 172,894.0004 shares | Mutual Funds | — | — | $3.8M | 6.0% | |
| CREF Growth 6,856.5089 units | Mutual Funds | — | — | $3.5M | 5.5% | |
| Vanguard 500 Idx Adm 5,640.8278 shares | Common Collective Trusts | — | — | $3.1M | 4.8% | |
| CREF Equity Index 5,735.7624 units | Common Collective Trusts | — | — | $2.9M | 4.5% | |
| Dodge & Cox Dodge & Cox Income Fund 219,835.9593 shares | Mutual Funds | — | — | $2.7M | 4.3% | |
| T Rowe Price T Rowe Price Retirement 2050 R 136,751.0282 shares | Mutual Funds | — | — | $2.6M | 4.1% | |
| CREF Global Equities 4,996.9926 units | Mutual Funds | — | — | $1.7M | 2.7% | |
| T Rowe Price T Rowe Price Retirement 2055 R 68,243.3170 shares | Mutual Funds | — | — | $1.4M | 2.1% | |
| CREF Social Choice 3,470.2872 units | Mutual Funds | — | — | $1.3M | 2.0% | |
| Vanguard Mid-Cap Idx Adm 3,661.4261 shares | Common Collective Trusts | — | — | $1.2M | 1.9% | |
| MFS Value Fund Class R6 23,637.4088 shares | Mutual Funds | — | — | $1.1M | 1.8% | |
| T Rowe Price T Rowe Price Retirement 2060 R 66,148.0100 shares | Mutual Funds | — | — | $1.1M | 1.7% | |
| T Rowe Price T Rowe Price Growth Stock I 9,164.3363 shares | Mutual Funds | — | — | $971K | 1.5% | |
| T Rowe Price T Rowe Price Retirement 2020 R 52,147.8847 shares | Mutual Funds | — | — | $969K | 1.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $897K | 1.4% | |
| CREF Money Market 29,915.7308 units | Mutual Funds | — | — | $872K | 1.4% | |
| American EuroPac Growth 16,126.6129 shares | Other securities | — | — | $866K | 1.4% | |
| American Beacon Int Eq Inst 56,997.0923 shares | Other securities | — | — | $855K | 1.3% | |
| Vanguard Small-Cap Growth Idx Adm 6,980.5498 shares | Common Collective Trusts | — | — | $687K | 1.1% | |
| American Beacon Sm Cp Val Inst 27,029.9954 shares | Other securities | — | — | $666K | 1.0% | |
| T Rowe Price T Rowe Price Retirement 2010 R 36,280.9220 shares | Mutual Funds | — | — | $550K | 0.9% | |
| CREF Core Bond 3,993.3713 units | Mutual Funds | — | — | $525K | 0.8% | |
| Nuveen Short-Term Bond R6 32,174.7355 shares | Mutual Funds | — | — | $324K | 0.5% | |
| Participant loans Interest at 4.25% - 9.50% | Bonds / Notes | — | — | $289K | 0.5% | |
| Nuveen Money Market R6 262,487.2600 shares | Mutual Funds | — | — | $262K | 0.4% | |
| CREF Inflation-Linked Bond 3,151.8907 units | Mutual Funds | — | — | $261K | 0.4% | |
| TIAA Traditional Benefit-Responsive | Mutual Funds | — | — | $217K | 0.3% | |
| T Rowe Price T Rowe Price Retirement 2005 R 16,335.2019 shares | Mutual Funds | — | — | $195K | 0.3% | |
| T Rowe Price T Rowe Price Retirement 2015 R 14,963.9913 shares | Mutual Funds | — | — | $188K | 0.3% | |
| T Rowe Price T Rowe Price Retirement 2065 R 10,998.9998 shares | Mutual Funds | — | — | $141K | 0.2% | |
| T Rowe Price T Rowe Retirement Balanced I 5,883.7008 shares | Mutual Funds | — | — | $78K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
