Jennifer Charles signed Southwestern University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southwestern University's EIN is 74-1233796.
Download the official 2024 Form 5500 (PDF) for Southwestern University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southwestern University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, 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 | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KUTAK ROCK LLP | 47-0597598 | — | NONE | $22K | — |
| CHERRY BEKAERT LLC | 56-0574444 | — | NONE | $15K |
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 Non-Fully Benefit-Responsive | Mutual Funds | — | — | $19.6M | 16.8% | |
| CREF Stock R2 | Mutual Funds | — | — | $17.8M | 15.2% | |
| TIAA Traditional Non-Fully Benefit-Responsive 2 | Mutual Funds | — | — | $7.2M | 6.1% | |
| TIAA Traditional Fully Benefit-Responsive | Mutual Funds | — | — | $5.7M | 4.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.1M | 4.4% | |
| American Funds AME American Balanced Fund R5E | Mutual Funds | — | — | $4.4M | 3.8% | |
| Hartford Dividend & Growth R5 | Other securities | — | — | $3.9M | 3.4% | |
| Nuveen S&P 500 Index Retire | Common Collective Trusts | — | — | $3.8M | 3.3% | |
| CREF Growth R2 | Mutual Funds | — | — | $3.6M | 3.0% | |
| Nuveen LfCycle Ix 2040 Retire | Mutual Funds | — | — | $2.9M | 2.5% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $2.7M | 2.3% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $2.7M | 2.3% | |
| Principal MidCap Fund R5 | Other securities | — | — | $2.7M | 2.3% | |
| American Funds AF EuroPacific Growth Fund R5 | Mutual Funds | — | — | $2.6M | 2.3% | |
| Nuveen Core Plus Bond R6 | Mutual Funds | — | — | $2.6M | 2.2% | |
| Nuveen LfCycle Ix 2035 Retire | Mutual Funds | — | — | $2.5M | 2.2% | |
| Nuveen Small Cap Bld Idx Rtmt | Common Collective Trusts | — | — | $2.4M | 2.1% | |
| American Century Am Century Mid Cap Value Inv | Other securities | — | — | $2.3M | 1.9% | |
| Nuveen LfCycle Ix 2045 Retire | Mutual Funds | — | — | $2.2M | 1.9% | |
| Transamerica Intl Equity I | Other securities | — | — | $2.1M | 1.8% | |
| PGIM Jennison Growth Z | Other securities | — | — | $2.0M | 1.7% | |
| Nuveen LfCycle Ix 2030 Retire | Mutual Funds | — | — | $1.9M | 1.6% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $1.8M | 1.6% | |
| Nuveen LfCycle Ix 2050 Retire | Mutual Funds | — | — | $1.8M | 1.6% | |
| Nuveen LfCycle Ix 2025 Retire | Mutual Funds | — | — | $1.8M | 1.5% | |
| Baird Short Term Bond Fund Inv | Other securities | — | — | $1.4M | 1.2% | |
| BlackRock Inflat Prot Bnd Inst | Other securities | — | — | $1.2M | 1.0% | |
| Nuveen LfCycle Ix 2020 Retire | Mutual Funds | — | — | $1.1M | 1.0% | |
| Nuveen LfCycle Ix 2055 Retire | Mutual Funds | — | — | $1.0M | 0.9% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $967K | 0.8% | |
| Nuveen LfCycle Ix 2060 Retire | Mutual Funds | — | — | $440K | 0.4% | |
| Nuveen LfCycle Ix 2010 Retire | Mutual Funds | — | — | $439K | 0.4% | |
| Nuveen Money market premier | Mutual Funds | — | — | $407K | 0.3% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $281K | 0.2% | |
| Nuveen LfCycle Ix 2015 Retire | Mutual Funds | — | — | $270K | 0.2% | |
| CREF Money Market R2 | Mutual Funds | — | — | $265K | 0.2% | |
| Goldman Sachs Goldman Sachs Intl SmCpIns Inv | Other securities | — | — | $239K | 0.2% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $186K | 0.2% | |
| Alliance Bernstein AB Global Bond Advisor | Other securities | — | — | $181K | 0.2% | |
| through September 2029 | Other securities | — | — | $120K | 0.1% | |
| Nuveen LfCycle Ix 2065 Retire | Mutual Funds | — | — | $92K | <0.1% | |
| Nuveen LfCyc Ix Ret Inc Retire | Mutual Funds | — | — | $58K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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