Janet GUNN signed Santa FE Institute's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Santa FE Institute's EIN is 85-0325494.
Download the official 2024 Form 5500 (PDF) for Santa FE Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Santa FE Institute's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 | $25 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies * TIAA-CREF TIAA Access Lifecycle 2030 T4 | Mutual Funds | — | — | $1.6M | 12.9% | |
| TIAA-CREF CREF Growth R1 | Mutual Funds | — | — | $1.2M | 9.6% | |
| TIAA-CREF TIAA Access Lifecycle 2040 T4 | Mutual Funds | — | — | $1.1M | 8.7% | |
| TIAA-CREF TIAA Access Lifecycle 2025 T4 | Mutual Funds | — | — | $985K | 8.0% | |
| TIAA-CREF TIAA Access Lifecycle 2050 T4 | Mutual Funds | — | — | $948K | 7.7% | |
| TIAA-CREF CREF Global Equities R1 | Mutual Funds | — | — | $873K | 7.1% | |
| TIAA-CREF CREF Stock R1 | Mutual Funds | — | — | $752K | 6.1% | |
| TIAA-CREF TIAA Access Lifecycle 2045 T4 | Mutual Funds | — | — | $723K | 5.9% | |
| TIAA-CREF TIAA Access Mid-Cap Gr T4 765 * Insurance Contracts TIAA-CREF TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $617K | 5.0% | |
| TIAA-CREF CREF Equity Index R1 | Common Collective Trusts | — | — | $418K | 3.4% | |
| TIAA-CREF CREF Core Bond Market R1 | Mutual Funds | — | — | $413K | 3.4% | |
| TIAA-CREF TIAA Access Lg-Cap Val T4 | Mutual Funds | — | — | $300K | 2.4% | |
| TIAA-CREF TIAA Access Core Equity T4 | Mutual Funds | — | — | $275K | 2.2% | |
| TIAA-CREF TIAA Access Lifecycle 2055 T4 | Mutual Funds | — | — | $272K | 2.2% | |
| TIAA-CREF TIAA Access Equity Index T4 | Common Collective Trusts | — | — | $263K | 2.1% | |
| TIAA-CREF TIAA Access Lifecycle 2020 T4 | Mutual Funds | — | — | $224K | 1.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $183K | 1.5% | |
| TIAA-CREF TIAA Access Intl Equity T4 | Mutual Funds | — | — | $181K | 1.5% | |
| TIAA-CREF TIAA Access Mid-Cap Val T4 | Mutual Funds | — | — | $172K | 1.4% | |
| TIAA-CREF CREF Money Market R1 | Mutual Funds | — | — | $153K | 1.2% | |
| TIAA-CREF TIAA Access Real Est Secs T4 | Mutual Funds | — | — | $120K | 1.0% | |
| TIAA-CREF TIAA Access Sm-Cap Bl Idx T4 | Common Collective Trusts | — | — | $109K | 0.9% | |
| TIAA-CREF CREF Social Choice R1 | Mutual Funds | — | — | $79K | 0.6% | |
| TIAA-CREF CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $72K | 0.6% | |
| TIAA-CREF TIAA Access Lifecycle 2060 T4 | Mutual Funds | — | — | $70K | 0.6% | |
| TIAA-CREF TIAA Access Quant Sml Cp Eq T4 | Mutual Funds | — | — | $69K | 0.6% | |
| TIAA-CREF TIAA Access Lifecycle 2015 T4 | Mutual Funds | — | — | $61K | 0.5% | |
| TIAA-CREF TIAA Access Lifecycle 2035 T4 | Mutual Funds | — | — | $60K | 0.5% | |
| TIAA-CREF TIAA Access Lifecycle 2010 T4 | Mutual Funds | — | — | $59K | 0.5% | |
| Participant Loans TIAA participant loans Participant loan, maturity in 2028, interest rate of 9.00% | Mutual Funds | — | — | $19K | 0.2% | |
| TIAA-CREF TIAA Access Lg Cap Res Equity T4 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
