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 profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $49K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Fds 2035 Tar Ret R6 186,382 shares | Other securities | — | $186K | $3.5M | 16.5% | |
| iShares S&P 500 Index Fund K 3,270 shares | Common Collective Trusts | — | $3K | $2.3M | 10.5% | |
| American Fds 2030 Tar Ret R6 126,444 shares | Other securities | — | $126K | $2.2M | 10.2% | |
| American Fds 2045 Tar Ret R6 96,073 shares | Other securities | — | $96K | $2.0M | 9.5% | |
| American Fds 2025 Tar Ret R6 105,451 shares | Other securities | — | $105K | $1.6M | 7.5% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $1.4M | 6.7% | |
| American Fds 2015 Tar Ret R6 104,539 shares | Other securities | — | $105K | $1.3M | 6.0% | |
| American Fds 2020 Tar Ret R6 70,339 shares | Other securities | — | $70K | $947K | 4.4% | |
| iShares MSCI EAFE Intl Idx K 48,755 shares | Common Collective Trusts | — | $49K | $744K | 3.5% | |
| American Fds 2040 Tar Ret R6 36,004 shares | Other securities | — | $36K | $740K | 3.4% | |
| Putnam Large Cap Value Fund Y 17,657 shares | Mutual Funds | — | $18K | $609K | 2.8% | |
| iShares Russell Mid Cap Idx K 33,758 shares | Common Collective Trusts | — | $34K | $502K | 2.3% | |
| American Fds 2010 Tar Ret R6 42,611 shares | Other securities | — | $43K | $495K | 2.3% | |
| Baird Aggregate Bond Inst 50,989 shares | Other securities | — | $51K | $492K | 2.3% | |
| American Fds 2050 Tar Ret R6 22,904 shares | Other securities | — | $23K | $479K | 2.2% | |
| MFS Growth Fund Class R3 2,295 shares | Mutual Funds | — | $2K | $416K | 1.9% | |
| iShares Rus 2000 Sml Cap Idx K 12,788 shares | Common Collective Trusts | — | $13K | $313K | 1.5% | |
| PGIM High Yield Z 62,505 shares | Other securities | — | $63K | $299K | 1.4% | |
| American Fds 2055 Tar Ret R6 10,371 shares | Other securities | — | $10K | $274K | 1.3% | |
| Lord Abbett Short Dur Inc R5 66,347 shares | Mutual Funds | — | $66K | $256K | 1.2% | |
| American EuroPac Growth R6 4,320 shares | Mutual Funds | — | $4K | $232K | 1.1% | |
| Participant Loans Various maturity dates through 2032; interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $114K | 0.5% | |
| American Fds 2060 Tar Ret R6 6,333 shares | Other securities | — | $6K | $114K | 0.5% | |
| American Funds New World R6 516 shares | Mutual Funds | — | — | $40K | 0.2% | |
| ClearBridge Small Cap Growth I 749 shares | Other securities | — | — | $29K | 0.1% | |
| American Fds 2065 Tar Ret R6 946 shares | Other securities | — | — | $17K | <0.1% | |
| Vanguard Federal Money Mkt Inv 13,149 shares | Mutual Funds | — | $13K | $13K | <0.1% | |
| Fixed Annuity Contract * TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $10K | <0.1% | |
| Delaware Small Cap Val Inst 84 shares | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
