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Original filing (PDF)20250819105304NAL0001109619002
JOHN BROWN UNIVERSITY
Form 5500
FILING_RECEIVED
JOHN BROWN UNIVERSITY PENSION PLAN
403(b) retirement plan
Active participants
392
Accounts w/ balance
716
Plan assets (EOY)
$63.7M
Net assets (EOY)
$63.7M
How this plan invests
This plan
1 pooled trust
Schedule D
37 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN BROWN UNIVERSITY.
Plan sponsor
Name
JOHN BROWN UNIVERSITY
EIN
71-0239576
Address
2000 W UNIVERSITY STREET · SILOAM SPRINGS, AR · 727610000
Phone
(479) 524-7128
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-19
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CAPIN CROUSE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsInvestments
36 direct securities · 1 pooled fund· $63.7M(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
$62.8M
36 holdings
Pooled Separate Account
$897K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock 6,011.2095 units | — | — | — | $5.4M | 8.4% | |
| TIAA Traditional Non Benefit-Responsive | — | — | — | $5.3M | 8.3% | |
| T Rowe Price T Rowe Price Retirement 2030 R 169,827.5425 shares | — | — | — | $4.3M | 6.8% | |
| T Rowe Price T Rowe Price Retirement 2040 R 141,433.9738 shares | — | — | — | $4.3M | 6.8% | |
| T Rowe Price T Rowe Price Retirement 2025 R 248,097.3016 shares | — | — | — | $4.1M | 6.4% | |
| T Rowe Price T Rowe Price Retirement 2035 R 192,818.8954 shares | — | — | — | $4.1M | 6.4% | |
| T Rowe Price T Rowe Price Retirement 2045 R 172,894.0004 shares | — | — | — | $3.8M | 6.0% | |
| CREF Growth 6,856.5089 units | — | — | — | $3.5M | 5.5% | |
| Vanguard 500 Idx Adm 5,640.8278 shares | — | — | — | $3.1M | 4.8% | |
| CREF Equity Index 5,735.7624 units | — | — | — | $2.9M | 4.5% | |
| Dodge & Cox Dodge & Cox Income Fund 219,835.9593 shares | — | — | — | $2.7M | 4.3% | |
| T Rowe Price T Rowe Price Retirement 2050 R 136,751.0282 shares | — | — | — | $2.6M | 4.1% | |
| CREF Global Equities 4,996.9926 units | — | — | — | $1.7M | 2.7% | |
| T Rowe Price T Rowe Price Retirement 2055 R 68,243.3170 shares | — | — | — | $1.4M | 2.1% | |
| CREF Social Choice 3,470.2872 units | — | — | — | $1.3M | 2.0% | |
| Vanguard Mid-Cap Idx Adm 3,661.4261 shares | — | — | — | $1.2M | 1.9% | |
| MFS Value Fund Class R6 23,637.4088 shares | — | — | — | $1.1M | 1.8% | |
| T Rowe Price T Rowe Price Retirement 2060 R 66,148.0100 shares | — | — | — | $1.1M | 1.7% | |
| T Rowe Price T Rowe Price Growth Stock I 9,164.3363 shares | — | — | — | $971K | 1.5% | |
| T Rowe Price T Rowe Price Retirement 2020 R 52,147.8847 shares | — | — | — | $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 | — | — | — | $872K | 1.4% | |
| American EuroPac Growth 16,126.6129 shares | — | — | — | $866K | 1.4% | |
| American Beacon Int Eq Inst 56,997.0923 shares | — | — | — | $855K | 1.3% | |
| Vanguard Small-Cap Growth Idx Adm 6,980.5498 shares | — | — | — | $687K | 1.1% | |
| American Beacon Sm Cp Val Inst 27,029.9954 shares | — | — | — | $666K | 1.0% | |
| T Rowe Price T Rowe Price Retirement 2010 R 36,280.9220 shares | — | — | — | $550K | 0.9% | |
| CREF Core Bond 3,993.3713 units | — | — | — | $525K | 0.8% | |
| Nuveen Short-Term Bond R6 32,174.7355 shares | — | — | — | $324K | 0.5% | |
| Participant loans Interest at 4.25% - 9.50% | — | — | — | $289K | 0.5% | |
| Nuveen Money Market R6 262,487.2600 shares | — | — | — | $262K | 0.4% | |
| CREF Inflation-Linked Bond 3,151.8907 units | — | — | — | $261K | 0.4% | |
| TIAA Traditional Benefit-Responsive | — | — | — | $217K | 0.3% | |
| T Rowe Price T Rowe Price Retirement 2005 R 16,335.2019 shares | — | — | — | $195K | 0.3% | |
| T Rowe Price T Rowe Price Retirement 2015 R 14,963.9913 shares | — | — | — | $188K | 0.3% | |
| T Rowe Price T Rowe Price Retirement 2065 R 10,998.9998 shares | — | — | — | $141K | 0.2% | |
| T Rowe Price T Rowe Retirement Balanced I 5,883.7008 shares | — | — | — | $78K | 0.1% |