Justin Young signed University Corporation for Atmospheric Research's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University Corporation for Atmospheric Research's EIN is 84-0412668.
Download the official 2024 Form 5500 (PDF) for University Corporation for Atmospheric Research from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Corporation for Atmospheric Research'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 | $249K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP, INC | 20-0361079 | — | NONE | $58K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE |
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.
| $27K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $265.9M | 21.6% | |
| CREF Stock | Mutual Funds | — | — | $160.5M | 13.0% | |
| Vanguard Institutional Index | Mutual Funds | — | — | $90.0M | 7.3% | |
| CREF Growth | Mutual Funds | — | — | $63.2M | 5.1% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $49.8M | 4.0% | |
| Nuveen International Responsible Equity | Mutual Funds | — | — | $42.1M | 3.4% | |
| CREF Social Choice | Mutual Funds | — | — | $40.5M | 3.3% | |
| Nuveen Large Cap Responsible Equity | Mutual Funds | — | — | $38.7M | 3.1% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $36.3M | 3.0% | |
| CREF Global Equities | Mutual Funds | — | — | $33.6M | 2.7% | |
| CREF Equity Index | Common Collective Trusts | — | — | $32.2M | 2.6% | |
| JP Morgan Large Cap Growth | Other securities | — | — | $28.5M | 2.3% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $28.3M | 2.3% | |
| MFS Value | Mutual Funds | — | — | $26.2M | 2.1% | |
| Nuveen Lifecycle Index 2050 | Mutual Funds | — | — | $23.3M | 1.9% | |
| Vanguard Small Cap Growth Index | Mutual Funds | — | — | $22.2M | 1.8% | |
| Nuveen Lifecycle Index 2045 | Mutual Funds | — | — | $19.8M | 1.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $19.7M | 1.6% | |
| Nuveen Lifecycle Index 2030 | Mutual Funds | — | — | $18.1M | 1.5% | |
| Vangaurd Total International Stock | Other securities | — | — | $17.6M | 1.4% | |
| Nuveen Lifecycle Index 2040 | Mutual Funds | — | — | $17.5M | 1.4% | |
| Vanguard Real Estate | Mutual Funds | — | — | $16.8M | 1.4% | |
| Nuveen Lifecycle Index 2035 | Mutual Funds | — | — | $16.3M | 1.3% | |
| CREF Core Bond | Mutual Funds | — | — | $15.7M | 1.3% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $13.0M | 1.1% | |
| American EuroPacific Growth | Other securities | — | — | $12.0M | 1.0% | |
| Nuveen Lifecycle Index 2055 | Mutual Funds | — | — | $11.8M | 1.0% | |
| DFA US Sustainability Core | Mutual Funds | — | — | $10.9M | 0.9% | |
| CREF Money Market | Mutual Funds | — | — | $10.3M | 0.8% | |
| CREF Inflation-Linked Bond | Mutual Funds | — | — | $7.9M | 0.6% | |
| Nuveen Lifecycle Index 2025 | Mutual Funds | — | — | $6.9M | 0.6% | |
| PGIM Total Return Bond | Other securities | — | — | $5.8M | 0.5% | |
| Nuveen Lifecycle Index 2020 | Mutual Funds | — | — | $5.2M | 0.4% | |
| Nuveen Lifecycle Index 2060 | Mutual Funds | — | — | $4.8M | 0.4% | |
| TIAA-CREF Self Directed Account | Self-Directed Brokerage | — | — | $4.5M | 0.4% | |
| Conestoga Small Cap | Other securities | — | — | $2.5M | 0.2% | |
| TIAA-CREF Core Impact Bond | U.S. Treasuries | — | — | $2.2M | 0.2% | |
| HAW Small Cap Diversified Value | Other securities | — | — | $1.6M | 0.1% | |
| Nuveen Lifecycle Index 2010 | Mutual Funds | — | — | $1.6M | 0.1% | |
| TIAA Traditional Non Benefit Responsive 2 | Mutual Funds | — | — | $1.5M | 0.1% | |
| Nuveen Lifecycle Index 2015 | Mutual Funds | — | — | $1.4M | 0.1% | |
| Participants Loans Participant Loan Rates Ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $1.2M | <0.1% | |
| DFA Global Sustainability Fixed Income | Mutual Funds | — | — | $637K | <0.1% | |
| TIAA Traditional Benefit Responsive 2 | Mutual Funds | — | — | $560K | <0.1% | |
| DFA World Ex U.S Value | Mutual Funds | — | — | $547K | <0.1% | |
| DFA International Small Company Portfolio | Mutual Funds | — | — | $425K | <0.1% | |
| DFA International Sustainability Core | Mutual Funds | — | — | $349K | <0.1% | |
| Nuveen Lifecycle Index 2065 | Mutual Funds | — | — | $229K | <0.1% | |
| TIAA Plan Loan Default | Mutual Funds | — | — | $3K | <0.1% |
