Bipartisan Policy Center's EIN is 73-1628382.
Download the official 2024 Form 5500 (PDF) for Bipartisan Policy Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bipartisan Policy Center's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares - | Common Collective Trusts | — | — | $3.1M | 10.9% | |
| Vanguard Target Retirement 2050 Fund - | Mutual Funds | — | — | $2.9M | 10.0% | |
| Admiral Shares Vanguard Target Retirement 2040 Fund - | Mutual Funds | — | — | $2.5M | 8.9% | |
| Vanguard Target Retirement 2055 Fund - | Mutual Funds | — | — | $2.2M | 7.6% | |
| Vanguard Total Stock Market Index Fund - | Common Collective Trusts | — | — | $2.1M | 7.4% | |
| Vanguard Target Retirement 2045 Fund - | Mutual Funds | — | — | $1.9M | 6.5% | |
| Vanguard Target Retirement 2030 Fund - | Mutual Funds | — | — | $1.6M | 5.5% | |
| Vanguard Target Retirement 2060 Fund - | Mutual Funds | — | — | $1.3M | 4.7% | |
| Vanguard Total International Stock Index - | Mutual Funds | — | — | $1.2M | 4.1% | |
| Fund Admiral Shares Vanguard Total Bond Market Index Fund - | Common Collective Trusts | — | — | $1.1M | 3.8% | |
| Money Market Funds Vanguard Federal Money Market Fund - | Mutual Funds | — | — | $1.1M | 3.7% | |
| Admiral Shares American Funds American Funds American Balanced Fund - | Mutual Funds | — | — | $1.0M | 3.6% | |
| Class R-6 Vanguard Target Retirement 2025 Fund - | Mutual Funds | — | — | $881K | 3.1% | |
| Brown Advisory Brown Advisory Sustainable Growth Fund - | Other securities | — | — | $713K | 2.5% | |
| Vanguard Wellesley Income Fund Admiral - | Mutual Funds | — | — | $700K | 2.4% | |
| Shares Vanguard Small-Cap Index Fund Admiral - | Common Collective Trusts | — | — | $541K | 1.9% | |
| Shares Vanguard Target Retirement 2035 Fund - | Mutual Funds | — | — | $498K | 1.7% | |
| Vanguard Health Care Fund Admiral Shares - | Mutual Funds | — | — | $383K | 1.3% | |
| MFS Mid Cap Growth Fund Class R6 - | Mutual Funds | — | — | $322K | 1.1% | |
| Vanguard Developed Markets Index Fund - | Common Collective Trusts | — | — | $287K | 1.0% | |
| Admiral Shares Vanguad Vanguard Mid-Cap Value Index Fund - | Common Collective Trusts | — | — | $273K | 1.0% | |
| Admiral Shares PGIM Total Return Bond R6 - | Other securities | — | — | $265K | 0.9% | |
| Shares Vanguard Target Retirement Income Fund - | Mutual Funds | — | — | $218K | 0.8% | |
| Vanguard Emerging Markets Stock Index - | Mutual Funds | — | — | $216K | 0.8% | |
| Fund Admiral Shares JP Morgan (CL) JPMorgan Small Cap Growth R6 - | Other securities | — | — | $216K | 0.8% | |
| American Funds American Century Mid Cap Value R6 - | Mutual Funds | — | — | $209K | 0.7% | |
| Vanguard Real Estate Index Fund Admiral - | Common Collective Trusts | — | — | $205K | 0.7% | |
| MFS Low Volatility Global Equity R6 - | Mutual Funds | — | — | $159K | 0.6% | |
| JP Morgan (CL)JPMorgan Equity Income R6 - | Other securities | — | — | $131K | 0.5% | |
| Vanguard Target Retirement 2020 Fund - | Mutual Funds | — | — | $122K | 0.4% | |
| Vanguard FTSE Social Index Fund Admiral - | Common Collective Trusts | — | — | $77K | 0.3% | |
| Vanguard Inflation-Protected Securities - | Mutual Funds | — | — | $61K | 0.2% | |
| Fund Admiral Shares Goldman Sachs Goldman Sachs Small Cap Value Insights - | Other securities | — | — | $58K | 0.2% | |
| Fund Class R6 Putnam Short Duration Bond R6 - | Mutual Funds | — | — | $11K | <0.1% | |
| Cash Equivalent Contribution Account - | Cash / Money Market | — | — | $7K | <0.1% | |
| Vanguard Explorer Value - | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2065 Fund - | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
