Donna Nance signed Texas Wesleyan University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Texas Wesleyan University's EIN is 75-0800691.
Download the official 2024 Form 5500 (PDF) for Texas Wesleyan University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Texas Wesleyan University's plan includes ERISA 404(c) participant direction, 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 | $54K | — |
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 | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund K 5,787 shares | Common Collective Trusts | — | $6K | $4.0M | 10.3% | |
| American Fds 2035 Tar Ret R6 188,476 shares | Other securities | — | $188K | $3.6M | 9.3% | |
| Fixed Annuity Contract * TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $3.3M | 8.5% | |
| CREF Stock R1 2,937 shares | Mutual Funds | — | $3K | $2.6M | 6.8% | |
| American Fds 2045 Tar Ret R6 111,427 shares | Other securities | — | $111K | $2.4M | 6.1% | |
| American Fds 2030 Tar Ret R6 127,171 shares | Other securities | — | $127K | $2.2M | 5.7% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $1.6M | 4.1% | |
| CREF Global Equities R1 4,068 shares | Mutual Funds | — | $4K | $1.4M | 3.6% | |
| CREF Equity Index R1 2,428 shares | Common Collective Trusts | — | $2K | $1.2M | 3.2% | |
| CREF Growth R1 2,218 shares | Mutual Funds | — | $2K | $1.1M | 3.0% | |
| American Fds 2025 Tar Ret R6 68,431 shares | Other securities | — | $68K | $1.0M | 2.7% | |
| American Fds 2015 Tar Ret R6 83,746 shares | Other securities | — | $84K | $1.0M | 2.7% | |
| CREF Social Choice R1 2,574 shares | Mutual Funds | — | $3K | $927K | 2.4% | |
| American Fds 2010 Tar Ret R6 72,921 shares | Other securities | — | $73K | $847K | 2.2% | |
| Baird Aggregate Bond Inst 85,065 shares | Other securities | — | $85K | $821K | 2.1% | |
| American Fds 2020 Tar Ret R6 57,875 shares | Other securities | — | $58K | $779K | 2.0% | |
| American Fds 2040 Tar Ret R6 37,846 shares | Other securities | — | $38K | $778K | 2.0% | |
| iShares MSCI EAFE Intl Idx K 43,000 shares | Common Collective Trusts | — | $43K | $657K | 1.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $1K | $641K | 1.7% | |
| MFS Growth Fund Class R3 3,504 shares | Mutual Funds | — | $4K | $635K | 1.6% | |
| iShares Russell Mid Cap Idx K 41,493 shares | Common Collective Trusts | — | $41K | $617K | 1.6% | |
| Putnam Large Cap Value Fund Y 14,665 shares | Mutual Funds | — | $15K | $506K | 1.3% | |
| American Fds 2050 Tar Ret R6 24,162 shares | Other securities | — | $24K | $505K | 1.3% | |
| Lord Abbett Short Dur Inc R5 124,343 shares | Mutual Funds | — | $124K | $480K | 1.2% | |
| TIAA Access Intl Equity T4 12,457 shares | Mutual Funds | — | $12K | $464K | 1.2% | |
| CREF Inflation-Linked Bond R1 5,030 shares | Mutual Funds | — | $5K | $416K | 1.1% | |
| College Retirement Equities Funds * CREF Bond Market R1 2,825 shares | Mutual Funds | — | $3K | $371K | 1.0% | |
| TIAA Access Lg-Cap Val T4 4,372 shares | Mutual Funds | — | $4K | $327K | 0.8% | |
| iShares Rus 2000 Sml Cap Idx K 13,184 shares | Common Collective Trusts | — | $13K | $323K | 0.8% | |
| PGIM High Yield Z 60,513 shares | Other securities | — | $61K | $289K | 0.8% | |
| CREF Money Market R1 9,158 shares | Mutual Funds | — | $9K | $267K | 0.7% | |
| American Fds 2055 Tar Ret R6 10,026 shares | Other securities | — | $10K | $265K | 0.7% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $211K | 0.5% | |
| TIAA Access Sml Cp Eq T4 2,308 shares | Mutual Funds | — | $2K | $206K | 0.5% | |
| Participant Loans Various maturity dates through 2032; interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $204K | 0.5% | |
| TIAA Access Real Est Secs T4 3,781 shares | Mutual Funds | — | $4K | $193K | 0.5% | |
| American EuroPac Growth R6 3,554 shares | Mutual Funds | — | $4K | $191K | 0.5% | |
| TIAA Access Sm-Cap Bl Idx T4 2,336 shares | Common Collective Trusts | — | $2K | $186K | 0.5% | |
| TIAA Access Growth & Income T4 1,194 shares | Mutual Funds | — | $1K | $174K | 0.5% | |
| TIAA Access Mid-Cap Val T4 1,973 shares | Mutual Funds | — | $2K | $147K | 0.4% | |
| TIAA Access Lifecycle 2040 T4 1,558 shares | Mutual Funds | — | $2K | $114K | 0.3% | |
| Vanguard Federal Money Mky Inv 92,038 shares | Mutual Funds | — | $92K | $92K | 0.2% | |
| TIAA Access Lg-Cap Gr T4 491 shares | Mutual Funds | — | — | $88K | 0.2% | |
| ClearBridge Small Cap Growth I 2,172 shares | Other securities | — | $2K | $84K | 0.2% | |
| American Fds 2065 Tar Ret R6 54 shares 943 American Funds New World R6 920 shares | Mutual Funds | — | — | $71K | 0.2% | |
| TIAA Access Core Bond Plus T4 1,535 shares | Mutual Funds | — | $2K | $62K | 0.2% | |
| American Fds 2060 Tar Ret R6 2,770 shares | Other securities | — | $3K | $50K | 0.1% | |
| TIAA Access Equity Index T4 254 shares | Common Collective Trusts | — | — | $31K | <0.1% | |
| Delaware Small Cap Val Inst 371 shares | Other securities | — | — | $26K | <0.1% | |
| TIAA Access Social Ch Eq T4 175 shares | Mutual Funds | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
