Wendy Jones signed Abilene Christian University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Abilene Christian University's EIN is 75-0851900.
Download the official 2024 Form 5500 (PDF) for Abilene Christian University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Abilene Christian University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, 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 | $149K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH, INC. | 42-1445429 | — | NONE | $6K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLEXPATH STRATEGIES, LLC | 46-4782313 | — | NONE | $103K | — |
| RAYMOND JAMES & ASSOCIATES | 59-1237041 | — | NONE | $36K | — |
| TEAM FINANCIAL STRATEGIES | 26-0596503 | — | NONE | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fixed Annuity Contracts * TIAA Traditional Benefit-Responsive 32,915,181 shares | Mutual Funds | — | $32.9M | $32.9M | 20.1% | |
| State Street Equity 500 Indx K 71,946 shares | Other securities | — | $72K | $31.6M | 19.3% | |
| State Street Cap Eq ExUS Idx K 231,675 shares | Common Collective Trusts | — | $232K | $23.7M | 14.5% | |
| s * CREF Stock R2 16,435 shares | Mutual Funds | — | $16K | $15.0M | 9.2% | |
| TIAA Traditional Nonbenefit-Responsive 11,737,158 shares | Mutual Funds | — | $11.7M | $11.7M | 7.2% | |
| CREF Growth R2 15,137 shares | Mutual Funds | — | $15K | $7.9M | 4.9% | |
| TIAA-CREF Self-Directed Acct 5,600,105 shares | Self-Directed Brokerage | — | $5.6M | $5.6M | 3.4% | |
| CREF Global Equities R2 16,131 shares | Mutual Funds | — | $16K | $5.6M | 3.4% | |
| State Street Sm Md Cp Eq Idx K 15,808 shares | Common Collective Trusts | — | $16K | $4.8M | 2.9% | |
| State Street Aggrgte Bnd Idx K 55,526 shares | Common Collective Trusts | — | $56K | $4.7M | 2.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $8K | $3.5M | 2.1% | |
| Schwab Treas Infl Prot Sec Idx 233,292 shares | Common Collective Trusts | — | $233K | $2.3M | 1.4% | |
| CREF Equity Index R2 4,141 shares | Common Collective Trusts | — | $4K | $2.1M | 1.3% | |
| CREF Social Choice R2 4,096 shares | Mutual Funds | — | $4K | $1.5M | 0.9% | |
| iShares Developd Real Est Ix K 189,998 shares | Other securities | — | $190K | $1.5M | 0.9% | |
| CREF Money Market R2 45,507 shares | Mutual Funds | — | $46K | $1.3M | 0.8% | |
| JPMorgan Equity Inc Fd Cla R6 50,909 shares | Common Stocks | — | $51K | $1.2M | 0.7% | |
| T. Rowe Price Blue Chip Gr I 5,538 shares | Other securities | — | $6K | $1.0M | 0.6% | |
| American EuroPac Growth R6 18,492 shares | Other securities | — | $18K | $993K | 0.6% | |
| TIAA Stable Value 946,888 shares | Stable Value | — | $947K | $947K | 0.6% | |
| CREF Inflation-Linked Bond R2 10,368 shares | Mutual Funds | — | $10K | $874K | 0.5% | |
| American Century Sm Cap Val R6 76,355 shares | Other securities | — | $76K | $806K | 0.5% | |
| AllianceBernstein Sm Cap Gr Z 9,561 shares | Other securities | — | $10K | $707K | 0.4% | |
| CREF Core Bond R2 5,111 shares | Mutual Funds | — | $5K | $684K | 0.4% | |
| Lord Abbett Total Return R6 51,040 shares | Mutual Funds | — | $51K | $441K | 0.3% | |
| TIAA Traditional Benefit-Responsive 2 34,141 shares | Mutual Funds | — | $34K | $34K | <0.1% |
