DAWN Barnard signed Oklahoma State University Foundation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oklahoma State University Foundation's EIN is 73-6097060.
Download the official 2023 Form 5500 (PDF) for Oklahoma State University Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Oklahoma State University Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $43K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CREF Stock R1 Mutual Fund N/A | Mutual Funds | — | — | $3.1M | 7.6% | |
| TIAA Traditional Non Benefit Responsive Fixed Annuity Contract N/A | Mutual Funds | — | — | $3.1M | 7.6% | |
| Nuveen Lifecycle 2045 Mutual Fund N/A | Mutual Funds | — | — | $2.8M | 6.9% | |
| Nuveen Lifecycle 2040 Mutual Fund N/A | Mutual Funds | — | — | $2.6M | 6.3% | |
| American Funds Washington Mutual Investors Mutual Fund N/A | Mutual Funds | — | — | $2.4M | 6.0% | |
| Nuveen S&P 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $2.4M | 5.9% | |
| Nuveen Lifecycle 2050 Mutual Fund N/A | Mutual Funds | — | — | $2.1M | 5.2% | |
| Nuveen Lifecycle 2055 Mutual Fund N/A | Mutual Funds | — | — | $1.7M | 4.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.6M | 4.0% | |
| Nuveen International Equity Index Mutual Fund N/A | Common Collective Trusts | — | — | $1.6M | 3.9% | |
| American Funds EuroPacific Growth Mutual Fund N/A | Mutual Funds | — | — | $1.5M | 3.8% | |
| Columbia Mid Cap Ind Mutual Fund N/A | Other securities | — | — | $1.5M | 3.6% | |
| TIAA Traditional Benefit Responsive Fixed Annuity Contract N/A | Mutual Funds | — | — | $1.4M | 3.6% | |
| TIAA Stable Value SA Fixed Annuity Contract N/A | Stable Value | — | — | $1.4M | 3.4% | |
| CREF Growth R1 Mutual Fund N/A | Mutual Funds | — | — | $1.3M | 3.2% | |
| JP Morgan Large Cap Growth R6 Mutual Fund N/A | Other securities | — | — | $1.1M | 2.7% | |
| Nuveen Lifecycle 2035 Mutual Fund N/A | Mutual Funds | — | — | $783K | 1.9% | |
| CREF Equity Index R1 Mutual Fund N/A | Common Collective Trusts | — | — | $711K | 1.8% | |
| Nuveen Lifecycle 2030 Mutual Fund N/A | Mutual Funds | — | — | $643K | 1.6% | |
| Dodge & Cox Income Fund - CI X Mutual Fund N/A | Mutual Funds | — | — | $543K | 1.3% | |
| T. Rowe Price Cap Appreciation Adv Mutual Fund N/A | Other securities | — | — | $499K | 1.2% | |
| Nuveen Real Estate Sec-Sel Mutual Fund N/A | Mutual Funds | — | — | $490K | 1.2% | |
| CREF Social Choice R1 Mutual Fund N/A | Mutual Funds | — | — | $488K | 1.2% | |
| Nuveen Small Cap Blend Index Mutual Fund N/A | Mutual Funds | — | — | $461K | 1.1% | |
| CREF Global Equities R1 Mutual Fund N/A | Mutual Funds | — | — | $439K | 1.1% | |
| Nuveen Quant Small Cap Eq Mutual Fund N/A | Mutual Funds | — | — | $427K | 1.1% | |
| CREF Stock R4 Mutual Fund N/A | Mutual Funds | — | — | $381K | 0.9% | |
| CREF Social Choice R4 Mutual Fund N/A | Mutual Funds | — | — | $356K | 0.9% | |
| Nuveen Lifecycle 2060 Mutual Fund N/A | Mutual Funds | — | — | $355K | 0.9% | |
| Vanguard Small-Cap Val Idc Adm Mutual Fund N/A | Mutual Funds | — | — | $330K | 0.8% | |
| Driehaus Emerging Mkts Gr Inst Mutual Fund N/A | Other securities | — | — | $329K | 0.8% | |
| CREF Core Bond R1 Mutual Fund N/A | Mutual Funds | — | — | $311K | 0.8% | |
| Notes receivable from participants Maturing 2025-2029 at interest rates of 4.25%-9.50% - | Bonds / Notes | — | — | $239K | 0.6% | |
| Nuveen High Yield Mutual Fund N/A | Mutual Funds | — | — | $176K | 0.4% | |
| Vanguard Federal Money Mkt Inv Money Market Mutual Fund N/A | Mutual Funds | — | — | $175K | 0.4% | |
| CREF Inflation-Linked Bond R1 Mutual Fund N/A | Mutual Funds | — | — | $153K | 0.4% | |
| Vanguard Infl Protect Sec Adm Mutual Fund N/A | Mutual Funds | — | — | $150K | 0.4% | |
| Victory Trivalent Intr Sm Cp I AA Mutual Fund N/A | Other securities | — | — | $144K | 0.4% | |
| CREF Money Market R1 Money Market Mutual Fund N/A | Mutual Funds | — | — | $130K | 0.3% | |
| Nuveen Lifecycle 2025 Mutual Fund N/A | Mutual Funds | — | — | $124K | 0.3% | |
| Nuveen Lifecycle 2065 Mutual Fund N/A | Mutual Funds | — | — | $96K | 0.2% | |
| Nuveen Lifecycle 2010 Mutual Fund N/A 643 * Nuveen Lifecycle 2015 Mutual Fund N/A 455 * Nuveen Lifecycle 2020 Mutual Fund N/A | Mutual Funds | — | — | $65K | 0.2% | |
| TIAA-CREF Self Directed Accounts Self Directed Account N/A | Self-Directed Brokerage | — | — | $40K | <0.1% |
