Kedra Johnson signed St. John's School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St. John's School's EIN is 74-1185668.
Download the official 2023 Form 5500 (PDF) for St. John's School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)St. John's School'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $67K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Account | Mutual Funds | — | — | $24.7M | 19.4% | |
| CREF Stock Account | Mutual Funds | — | — | $16.1M | 12.6% | |
| Nuveen Funds Nuveen S&P 500 Index Fund | Common Collective Trusts | — | — | $9.8M | 7.7% | |
| CREF Growth Account | Mutual Funds | — | — | $7.1M | 5.6% | |
| CREF Global Equities Account | Mutual Funds | — | — | $7.0M | 5.5% | |
| CREF Equity Index Account | Common Collective Trusts | — | — | $5.6M | 4.4% | |
| Vanguard Funds Vanguard Wellesley Income Fund | Mutual Funds | — | — | $5.0M | 3.9% | |
| Nuveen Funds Nuveen Lifecycle Index 2035 Fund | Mutual Funds | — | — | $4.9M | 3.8% | |
| Nuveen Funds Nuveen Lifecycle Index 2040 Fund | Mutual Funds | — | — | $4.8M | 3.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.4M | 3.4% | |
| CREF Social Choice Account | Mutual Funds | — | — | $3.7M | 2.9% | |
| CREF Core Bond Account | Mutual Funds | — | — | $3.6M | 2.8% | |
| CREF Inflation-Linked Bond Account | Mutual Funds | — | — | $3.4M | 2.6% | |
| Nuveen Funds Nuveen Lifecycle Index 2030 Fund | Mutual Funds | — | — | $2.9M | 2.2% | |
| Nuveen Funds Nuveen Lifecycle Index 2045 Fund | Mutual Funds | — | — | $2.6M | 2.1% | |
| Vanguard Funds Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $2.5M | 2.0% | |
| Nuveen Funds Nuveen Lifecycle Index 2050 Fund | Mutual Funds | — | — | $2.3M | 1.8% | |
| Nuveen Funds Nuveen Lifecycle Index 2025 Fund | Mutual Funds | — | — | $2.2M | 1.7% | |
| Vanguard Funds Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $2.1M | 1.6% | |
| Nuveen Funds Nuveen Lifecycle Index 2055 Fund | Mutual Funds | — | — | $1.9M | 1.5% | |
| Nuveen Funds Nuveen Large-Cap Responsible Equity Fund | Mutual Funds | — | — | $1.8M | 1.4% | |
| CREF Money Market Account | Mutual Funds | — | — | $1.7M | 1.3% | |
| Nuveen Funds Nuveen Quant Small Cap Equity Fund | Mutual Funds | — | — | $1.5M | 1.2% | |
| BlackRock Funds BlackRock Emerging Markets Fund | Other securities | — | — | $1.2M | 0.9% | |
| Nuveen Funds Nuveen Lifecycle Index 2020 Fund | Mutual Funds | — | — | $1.1M | 0.9% | |
| Nuveen Funds Nuveen Lifecycle Index 2015 Fund | Mutual Funds | — | — | $999K | 0.8% | |
| Nuveen Funds Nuveen Real Estate Securities Select Fund | Mutual Funds | — | — | $768K | 0.6% | |
| Vanguard Funds Vanguard Growth Index Fund | Common Collective Trusts | — | — | $647K | 0.5% | |
| Nuveen Funds Nuveen Lifecycle Index 2010 Fund | Mutual Funds | — | — | $310K | 0.2% | |
| Participant loans Varying maturity dates with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $274K | 0.2% | |
| BlackRock Funds BlackRock Total Return Fund | Other securities | — | — | $254K | 0.2% | |
| Nuveen Funds Nuveen Lifecycle Index 2060 Fund | Mutual Funds | — | — | $204K | 0.2% | |
| Nuveen Funds Nuveen Money Market Fund | Mutual Funds | — | — | $183K | 0.1% | |
| Nuveen Funds Nuveen Lifecycle Index 2065 Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
