Sandee Cheynet signed William Marsh Rice University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
William Marsh Rice University's EIN is 74-1109620.
Download the official 2024 Form 5500 (PDF) for William Marsh Rice University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)William Marsh Rice University's plan includes money-purchase contributions, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-3532603 | — | NONE | $49K | — |
| FIDELITY INVESTMENTS | 04-2647786 | — | NONE | $34K | — |
| TIAA | 13-1624203 | — | NONE | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Teachers Insuance and Annuity Association (TIAA) Traditional Annuities | Mutual Funds | — | — | $153.9M | 16.6% | |
| College Retirement Equities Fund (CREF) Stock | Mutual Funds | — | — | $137.4M | 14.8% | |
| Vanguard Institutional Index Plus | Mutual Funds | — | — | $79.7M | 8.6% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $42.3M | 4.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $39.3M | 4.2% | |
| CREF Growth | Mutual Funds | — | — | $34.3M | 3.7% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $33.1M | 3.6% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $31.8M | 3.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $26.6M | 2.9% | |
| TARGET RETIREMENT 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $25.6M | 2.8% | |
| TARGET RETIREMENT 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $25.0M | 2.7% | |
| CREF Social Choice | Mutual Funds | — | — | $21.7M | 2.3% | |
| TIAA REAL ESTATE FUND TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $21.5M | 2.3% | |
| Prudential Jennison Mid Cap Growth | Other securities | — | — | $21.1M | 2.3% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $20.4M | 2.2% | |
| TARGET RETIREMENT 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $20.0M | 2.2% | |
| CREF Global Equities | Mutual Funds | — | — | $19.9M | 2.1% | |
| American Funds Europacific Growth | Mutual Funds | — | — | $19.7M | 2.1% | |
| TARGET RETIREMENT 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $19.4M | 2.1% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $18.9M | 2.0% | |
| Vanguard Total International Stock Index I | Mutual Funds | — | — | $18.4M | 2.0% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $17.7M | 1.9% | |
| TARGET RETIREMENT 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $16.9M | 1.8% | |
| TARGET RETIREMENT 2045 FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 20-0147923 / PN 001 | Common Collective Trust | — | — | $16.7M | 1.8% | |
| CREF Equity Index | Common Collective Trusts | — | — | $16.7M | 1.8% | |
| Vanguard Small Cap Index Institutional | Mutual Funds | — | — | $15.5M | 1.7% | |
| John Hancock Disciplined Value | Other securities | — | — | $15.1M | 1.6% | |
| Fidelity Brokeragelink | Mutual Funds | — | — | $14.9M | 1.6% | |
| TARGET RETIREMENT 2040 FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 20-4684039 / PN 001 | Common Collective Trust | — | — | $14.3M | 1.5% | |
| TARGET RETIREMENT 2035 FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 20-0147903 / PN 001 | Common Collective Trust | — | — | $13.7M | 1.5% | |
| TARGET RETIREMENT 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $12.5M | 1.3% | |
| TARGET RETIREMENT 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $12.3M | 1.3% | |
| TARGET RETIREMENT 2050 FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 20-4684087 / PN 001 | Common Collective Trust | — | — | $11.7M | 1.3% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $11.4M | 1.2% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $11.1M | 1.2% | |
| Vanguard Mid Capitalization Index | Mutual Funds | — | — | $10.3M | 1.1% | |
| American Century Mid Cap Value Institutional | Other securities | — | — | $10.0M | 1.1% | |
| TARGET RETIREMENT 2030 FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 20-4683985 / PN 001 | Common Collective Trust | — | — | $9.7M | 1.0% | |
| CREF Money Market | Mutual Funds | — | — | $8.8M | 0.9% | |
| TARGET RETIREMENT 2025 FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 20-0147884 / PN 001 | Common Collective Trust | — | — | $7.9M | 0.9% | |
| Fidelity Management Trust Company (Fidelity) Contrafund | Mutual Funds | — | — | $7.2M | 0.8% | |
| TARGET RETIREMENT 2055 FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-2826157 / PN 001 | Common Collective Trust | — | — | $7.1M | 0.8% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $6.6M | 0.7% | |
| Vanguard Instl Target Retire Inc Instl | Mutual Funds | — | — | $6.4M | 0.7% | |
| TARGET RETIREMENT 2020 FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 20-4683964 / PN 001 | Common Collective Trust | — | — | $5.9M | 0.6% | |
| TARGET RETIREMENT 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.5M | 0.6% | |
| TARGET RETIREMENT INCOME TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $4.7M | 0.5% | |
| American Beacon Small Cap Value | Other securities | — | — | $3.9M | 0.4% | |
| TIAA-CREF Self Directed | Self-Directed Brokerage | — | — | $3.6M | 0.4% | |
| TARGET RETIREMENT 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.4M | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $71K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $21K | — |
