Stephanie Villarreal signed ARMY Retirement Residence Foundation San Antonio Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ARMY Retirement Residence Foundation San Antonio Inc.'s EIN is 74-2244155.
Download the official 2024 Form 5500 (PDF) for ARMY Retirement Residence Foundation San Antonio Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ARMY Retirement Residence Foundation San Antonio Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $18K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $5.2M | 92.7% | |
| American Funds 2030 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 18.4% | |
| American Funds 2025 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $767K | 13.6% | |
| American Funds 2020 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $750K | 13.3% | |
| American Funds 2035 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $514K | 9.1% | |
| American Funds 2055 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $430K | 7.6% | |
| American Funds 2040 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $405K | 7.2% | |
| American Funds 2045 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $299K | 5.3% | |
| American Funds 2050 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $217K | 3.8% | |
| AUL Stable Value Account Guaranteed Interest Contract | Stable Value | — | — | $206K | 3.7% | |
| Participants' notes receivable Interest at 4.25% -0- | Bonds / Notes | — | — | $181K | 3.2% | |
| State Street Equity 500 Index R Mutual Fund | Common Collective Trusts | — | — | $180K | 3.2% | |
| American Funds 2060 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $151K | 2.7% | |
| American Funds 2065 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $84K | 1.5% | |
| (continued) PGIM High Yield Fund- Class A Mutual Fund | Other securities | — | — | $65K | 1.2% | |
| Pioneer Bond A Mutual Fund | Other securities | — | — | $54K | 0.9% | |
| Fidelity Advisor Growth Opportunities Fund Class M Mutual Fund | Mutual Funds | — | — | $41K | 0.7% | |
| DWS RREEF Real Estate Securities Fund - Class A Mutual Fund | Other securities | — | — | $37K | 0.7% | |
| Columbia Dividend Income A Mutual Fund | Other securities | — | — | $32K | 0.6% | |
| PIMCO Income R Mutual Fund | Mutual Funds | — | — | $25K | 0.4% | |
| MFS New Discovery Fund Class R2 Mutual Fund | Mutual Funds | — | — | $23K | 0.4% | |
| American Funds 2070 Target Date Retirement Fund Mutual Fund ** 69 Fidelity Advisor International Capital Appreciation Fund Mutual Fund | Mutual Funds | — | — | $20K | 0.4% | |
| Invesco Developing Markets A Mutual Fund | Mutual Funds | — | — | $19K | 0.3% | |
| American Funds 2010 Target Date Retirement Fund Mutual Fund | Mutual Funds | — | — | $18K | 0.3% | |
| Principal Mid Cap S&P 400 Index R3 Mutual Fund | Other securities | — | — | $17K | 0.3% | |
| Janus Henderson Balanced Fund Class R Mutual Fund | Mutual Funds | — | — | $10K | 0.2% | |
| Thornburg Limited Term Income Fund R3 Mutual Fund | Other securities | — | — | $9K | 0.2% | |
| American Funds Capital World Growth and Income Fund R3 Mutual Fund | Mutual Funds | — | — | $8K | 0.1% | |
| Pioneer Select Mid Cap Growth Fund Class A Mutual Fund | Other securities | — | — | $7K | 0.1% | |
| Pioneer A Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| American Funds New Perspective R3 Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Principal Small Cap S&P 600 Index R3 Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| American Century Smallcap Value A Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| American Century Midcap Value A Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
